These quarterly results seem to indicate Intel is bulletproof. Intel's price cuts haven't really taken hold yet so that impact wasn't seen in the Q3 results, but I certainly expected to see some more significant negative impact on Intel's bottom line from the AMD resurgence. However, it is a bizarre situation that Intel just posted a record revenue quarter, and is continuing to be unable to meet demand yet they plan to roll out massive price cuts starting this quarter. Not sure how that is supposed to improve product availability. It's like they are dropping prices just to avoid getting insulted by internet trolls, even though they are selling everything they can at the current inflated prices.
With reports of TMSC struggling with 7nm demand, it really makes AMD look like a bunch of morons. If Intel can't meet demand at their prices, and AMD's primary fab is struggling to meet demand as well, with sporadic outages of Zen 2 CPU's, why on earth would they price their CPU's so far below Intel? Sure it sort of benefits the consumer in the short term (Intel's announced price cuts in the mainstream are highly underwhelming), but how many millions is AMD leaving on the table that could fund R&D for future generations and benefit us for the long term? AMD could easily charge 25% more for their Zen2 CPU's and not see any drop in volume. AMD can't ever seem to get pricing right. Either they charge too much for garbage (their video cards now), or they charge too little for their good products (CPU's now).