AMD is a component company. They've exhausted their core count strategy and now have to go head on with what has plagued them for decades - clock speeds, thermals and consistency.
Good luck, AMD.
Look, you are free to think and say whatever you want, that doesn't make you right. For more than five years I saw Intel canceling and dropping the ball in projects left and right and recycling the same architecture. Losing leadership in many areas it was the historical king.
AMD will not single-handedly kill it, but between Qualcomm, AMD, NVIDIA, RISC-V initiative, Samsung, and TSMC will slowly crush it in the next five years. We can have a lot more real and grounded discussion in a few years; now you can cling to past successes like Intel does. Like for real, you're hilariously close to the wording and arguments internally used to sell the Kool-aid.
I see more benefit coming to the x86 ecosystem from AMD in the next years, than Intel. Intel will continue delaying 10nm and launching 14nm in desktop until 2021.
* Intel lost the technology and market share lead in fabs during 2019 to TSMC. Trend will continue and technology gap will continue to grow.
* HEDT performance leadership was lost in 2018, obliterated in 2019.
* They gave away 5G modems in 2019. I don't believe they will be able to compete in 5G edge computing.
* Intel is absolutely irrelevant in the ADAS space, just marketing, just an attempt to sell their Goldmont (Atom) SoCs.
* Intel's security is a mess, you can thank them now for enabling the piracy of 4K Blu-ray in the near future.
* Intel just lost leadership in mobile CPUs. I expect them to lose Apple in this space in this year or the next.
* I expect Intel to lose mainstream desktop performance leadership this year.
* Intel dGPUs will launch DoA [if not canceled] as a value and performance proposal. Probably useful for niche scenarios.
* Intel will absolutely lose any remaining leadership in server performance on 2021.