Intel Corp (INTC)

[Unkwn]

Adding to the discussion, here's a die size comparison between some Intel and AMD processors:



To recall: The 28 Intel core pretty much matches in terms of performance with the 32 core Epyc. The server processors are best to compare since they don't integrate graphics and such. The Intel CPU is single die, whereas the AMD CPU is multi-die (4 dies on interposer). Intel seems a bit more dense, but that is not by much (AMD's is 8% larger). But: Using 4 dies instead of 1 takes more area, since you need some additional area for pads and sawing etc. The advantage of AMD's 4 die solution, on the other hand, is cost. Mask costs spread across higher volume (multiple SKUs per die) and yield is better for smaller chips. Again, I don't see any process advantage for Intel as of today.