Re:AMD Reports Q1 2021 Earnings
by slowwriter on Wednesday April 28, 2021 @06:53AM
(#26967914)
Say Intel does only take two years to turn around x86. They are a big company with lots of resources and talent, so even though in my mind it seems difficult they surely have a chance.
Meanwhile, AMD gets a headstart on ARM and leaves Intel in the dust on that front. I don't see Intel winning one way or another. I think it will take many years for them to potentially come back as no. 1 in the industry.
I didn't say they will lead in two years. But they have a much stronger position going forward and be able to compete. ( Compare to dying in a slow death before Pat came back ) Right now they aren't really "competing", more like holding AMD back. Look at AMD's entrance into Cloud / DC market, they are barely 10% by even the most optimistic standard. If you take out the consoles sales number, the DC market for AMD isn't as rosy as many want people to presume. ( I would have wanted them to be close to 20% by now. Although Mark papermaster have shown their ambition for 30%+. Which is the only good sign I would take.)
Also reminder AMD isn't in the forefront of leading edge node, they tend to wait for mainstream. Apple is the one paying premium. ( Although TSMC sudden 5 / 3nm acceleration seems to suggest a change in strategy, we will see )
Re:AMD Reports Q1 2021 Earnings
by Hikikomori on Wednesday April 28, 2021 @07:58AM
(#26968338)
Jim Keller was in part hired to work on K12 which was an ARM cpu which they were working on at the same time as Zen.
Clearly you aren't really plugged-in to what's really going on. Intel has had multiple missteps both 10nm and 7nm which are both years late and kept getting pushed back. To say TSMC is the real competitor is really silly, AMD's Zen arch is giving intel all kinds of problems, AMD has a solid roadmap...I really don't wanna rehash
>Clearly you aren't really plugged-in to what's really going on.
Not sure if this is a new comer or new account. You may want to explain yourself. As you have nothing in your previous comment to "rehash".
If the past 10 years are records that I am way more plugged into what's going on than 99.99% of the internet.
And if you dont think TSMC is the competitor, it tells others more about you than about me.
As some have pointed out, TSMC is the real competitor, not really Apple or AMD. So I was surprised how quickly Pat managed to open up Foundry with industry standard tools and ecosystem. I have been saying this since 2012 even before the original Intel custom foundry were announced. ( And constantly being attacked and abused by Intel Fans online) But to actually see Intel announcing it is a completely different thing. Especially knowing their strong inertia. In hindsight, it probably took that beating from 10nm before they could really go all in with Custom Foundry. ( "All in" as in with industry tools, they are still an IDM, not Pure Play )
And how the tide has turned. All of a sudden Leading Edge Foundry becomes a national security concern. And Intel should rip all the benefits from it.
It was Andy Grove first started moving away from DRAM in the late 1980s, and may be his disciple will be the one who start to move away from x86 as core business.