Comments on: AMD Roadmaps Lead To Mountains Of Money

By: peter Connell

peter Connell — Fri, 18 Nov 2022 08:23:02 +0000

AMD’s unsung hero is Infinity Fabric IMO.

If amd put a monolithic 7nm 8 core against intel’s 14nm 8c, it would probably lose, even up to alder lake.

But rather than a fancy cpu core unit, they built a simple but scalable core unit – scalable using the all important Fabric.

A roadmap focus on perfecting Fabric, has simplified progress and validation & allowed unprecedented advances.

This is what observers overlook. They didn’t succeed on intels failures, they just got a boost for the inevitable result.

NV & Intel cant belatedly invent a sexy name for chiplets & fast track their own Fabric equivalent – its has been a decade or more incubating & has a family of custom designed, compatible processors – now including FGPA & GPU.
Even assuming intel can match core numbers in servers, they cant match the vital efficiency of Fabric to act coherently.

This i suspect is the reason for intels delays – when they cobble together a ~competitive number of cores, they are just not in the race with co-ordinating them vs Fabric.

By: jas

jas — Mon, 27 Jun 2022 00:31:35 +0000

The war between AMD Intel Nvidia TSMC etc will eventually bear down on who will triumph on efficiency in deploying and using capital, ie who will waste less money on useless unproductive causes; Although the nature of high tech business is gambling with weighing odds against payoff, for Intel TSMC GF and Samsung etc, fab business is also a game of modern manufacturing dexterity. As of now, non-Asians are losing this battle to Asians. Enemy’s loss is warriors gain, AMD is sailing to its 2026 TAM goal soundly.

By: Jas

Jas — Sun, 26 Jun 2022 23:49:52 +0000

In reply to Xman. unlikely. AMD is aggressively buying back its shares and more important, it needs every penny it can spare for wafer agreement with TSMC

By: Nigel Watts

Nigel Watts — Sun, 26 Jun 2022 07:38:54 +0000

I have been involved with AMD multiple time throughout my 40+ years in the industry. Never before has it looked and acted in such a focused an determined fashion. I would definitely back AMD to achieve its growth and profitability plans for the future, allowing for events out of its direct control such as geopolitical, pandemic etc…..
Amongst all the data in this very longwinded article is a single statement that summaries the status of the semiconductor industry and the Electronics industry overall … “ If AMD could “manufacture ( via TSMC) 2X devices then it would sell them”.
That applies to most Semiconductor companies today and illustrates the pent up growth that is waiting to be released.

By: Just a Realist

Just a Realist — Tue, 14 Jun 2022 18:26:13 +0000

In reply to JayN.

And yet Intel stock continues to flounder as it has for much of the past 20 years as investors have grown tired of its repeated failures to deliver compelling innovation and, more importantly, strong revenue and profit growth (it has a consistent and decent dividend which has value given the current bear market). AMD, Intel, Nvidia, Qualcomm, and many more are largely executing evolutionary technology strategies–PCIe, DDR, HBM, Ethernet, NVMe / flash, and so forth.

To a large extent, Intel’s failures are self-inflected while the others’ successes are due to disciplined execution of their respective strategies, i.e., the delivered what they said they would do after actually listening instead of dictating to their customers. Intel will eventually course correct, but by then, they may be relegated to just one of a multitude of suppliers which, IMO, would ultimately be best for the industry and customers. Far, far too often both have suffered as has innovation due to Intel dictating or playing kingmaker, e.g., just look at all of the innovative technologies they’ve marginalized or killed off or ultimately failed technologies they’ve foisted onto the industry / customers simply because of their unfortunate market dominance.

By: zidane

zidane — Mon, 13 Jun 2022 06:18:02 +0000

very useful article. Thank you

By: JayN

JayN — Mon, 13 Jun 2022 00:42:51 +0000

Intel has already been delivering FPGAs to MSFT’s Brainwave project for several years. They already create DPUs for Google. They already have extended temperature XeonD chips for 5G edge processing and the NFV software developed, with big customers.
Now they are introducing data center GPUs, including ones that do AV1 hardware encode at 50x the performance of software implementations.
Their SPR-HBM chips are demonstrating 2x to 3x performance boosts in HPC workloads vs the Ice Lake Xeons. They recently entered the Bitcoin processing market with a leading performance chip and announced an Habana 2 training ASIC that improves performance by 3X over the first generation chip. So, whatever they were doing in the past, they don’t seem to be stumbling currently.

By: Xman

Xman — Sat, 11 Jun 2022 18:04:39 +0000

In reply to Timothy Prickett Morgan. Maybe AMD can finally start paying a dividend in a couple of years.

By: duh

duh — Fri, 10 Jun 2022 22:24:42 +0000

The crazy part here is no one is commenting on how hyperscalers operate or the obviously inflated ideas around AMD GPUs

By: Timothy Prickett Morgan

Timothy Prickett Morgan — Fri, 10 Jun 2022 20:22:53 +0000

In reply to dudulab. You're right. I forgot that. Tweaking the model.