Back in the mid 90s, I had a friend who was really into raytracing, but needed to nurture his hobby on a budget. So instead of getting a top-of-the-line Intel Pentium machine, he bought two AMD K5 boxes, and got a faster rendering flow for less money. All I cared about in the 90s was gaming, though, and for that, Intel was king, so to me, AMD wasn't even a consideration.
And that's how it stayed for the better part of the next three decades. AMD would put out budget parts that might make economic sense in narrow niches, but Intel kept taking all the big trophies in gaming, in productivity, and on the server.
As late as the end of the 2010s, we were still buying Intel for our servers at 37signals. Even though AMD was getting more competitive, and the price-watt-performance equation was beginning to tilt in their favor.
By the early 2020s, though, AMD had caught up on the server, and we haven't bought Intel since. The AMD EPYC line of chips are simply superior to anything Intel offers in our price/performance window. Today, the bulk of our new fleet run on dual EPYC 9454s for a total of 96 cores(!) per machine. They're awesome.
It's been the same story on the desktop and laptop for me. After switching to Linux last year, I've been all in on AMD. My beloved Framework 13 is rocking an AMD 7640U, and my desktop machine runs on an AMD 7950X. Oh, and my oldest son just got a new gaming PC with an AMD 9900X, and my middle son has a AMD 8945HS in his gaming laptop. It's all AMD in everything!
So why is this? Well, clearly the clever crew at AMD is putting out some great CPU designs lately with Lisa Su in charge. I'm particularly jazzed about the upcoming Framework desktop, which runs the latest Max 395+ chip, and can apportion up to 110GB of memory as VRAM (great for local AI!). This beast punches a multi-core score that's on par with that of an M4 Pro, and it's no longer that far behind in single-core either. But all the glory doesn't just go to AMD, it's just as much a triumph of TSMC.
TSMC stands for Taiwan Semiconductor Manufacturing Company. They're the world leader in advanced chip making, and key to the story of how Apple was able to leapfrog the industry with the M-series chips back in 2020. Apple has long been the top customer for TSMC, so they've been able to reserve capacity on the latest manufacturing processes (called "nodes"), and as a result had a solid lead over everyone else for a while.
But that lead is evaporating fast. That new Max+ 395 is showing that AMD has nearly caught up in terms of raw grunt, and the efficiency is no longer a million miles away either. This is again largely because AMD has been able to benefit from the same TSMC-powered progress that's also propelling Apple.
But you know who it's not propelling? Intel. They're still trying to get their own chip-making processes to perform competitively, but so far it looks like they're just falling further and further behind. The latest Intel boards are more expensive and run slower than the competition from Apple, AMD, and Qualcomm. And there appears to be no easy fix to sort it all out around the corner.
TSMC really is lifting all the boats behind its innovation locks. Qualcomm, just like AMD, have nearly caught up to Apple with their latest chips. The 8 Elite unit in my new Samsung S25 is faster than the A18 Pro in the iPhone 16 Pro in multi-core tests, and very close in single-core. It's also just as efficient now.
This is obviously great for Android users, who for a long time had to suffer the indignity of truly atrocious CPU performance compared to the iPhone. It was so bad for a while that we had to program our web apps differently for Android, because they simply didn't have the power to run JavaScript fast enough! But that's all history now.
But as much as I now cheer for Qualcomm's chips, I'm even more chuffed about the fact that AMD is on a roll. I spend far more time in front of my desktop than I do any other computer, and after dumping Apple, it's a delight to see that the M-series advantage is shrinking to irrelevance fast. There's of course still the software reason for why someone would pick Apple, and they continue to make solid hardware, but the CPU playing field is now being leveled.
This is obviously a good thing if you're a fan of Linux, like me. Framework in particular has invigorated a credible alternative to the sleek, unibody but ultimately disposable nature of the reigning MacBook laptops. By focusing on repairability, upgradeability, and superior keyboards, we finally have an alternative for developer laptops that doesn't just feel like a cheap copy of a MacBook. And thanks to AMD pushing the envelope, these machines are rapidly closing the remaining gaps in performance and efficiency.
And oh how satisfying it must be to sit as CEO of AMD now. The company was founded just one year after Intel, back in 1969, but for its entire existence, it's lived in the shadow of its older brother. Now, thanks to TSMC, great leadership from Lisa Su, and a crack team of chip designers, they're finally reaping the rewards. That is one hell of a journey to victory!
So three cheers for AMD! A tip of the hat to TSMC. And what a gift to developers and computer enthusiasts everywhere that Apple once more has some stiff competition in the chip space.