In reality, they lost to TSMC as much as anything. That’s the real meat of why this case was so important: AMD not being able to gain marketshare meant they couldn’t afford to reinvest into R&D. AMD falling behind in fab tech and having to spin off Global Foundries to stay afloat was a near-direct result of Intel’s anti-competitive moves back then.
That lag in process tech had ripple effects for years. AMD didn’t really start to gain serious marketshare until the one-two punch of Zen and Intel hitting a process wall (while TSMC kept moving).
On a long enough timeline.
In reality, they lost to TSMC as much as anything. That’s the real meat of why this case was so important: AMD not being able to gain marketshare meant they couldn’t afford to reinvest into R&D. AMD falling behind in fab tech and having to spin off Global Foundries to stay afloat was a near-direct result of Intel’s anti-competitive moves back then.
That lag in process tech had ripple effects for years. AMD didn’t really start to gain serious marketshare until the one-two punch of Zen and Intel hitting a process wall (while TSMC kept moving).