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Full disclosure: I am also an AMD shareholder :) I am not fanboying AMD here either. The facts for me are clear, AMD is going to continue to eat Intel for brea
by jaxtellerSoA 8y ago
Full disclosure: I am also an AMD shareholder :)
I am not fanboying AMD here either. The facts for me are clear, AMD is going to continue to eat Intel for breakfast for the next 2 years at least. Intel isn't going to be competitive until they release a modular designed chip, which although they haven't announced they ware working on, I am 100% certain they are. Why am I certain, first they now have Jim Keller, who designed the Ryzen chip. Second, they acquired NetSpeed, which has IP around modular CPU design (likely a play to ensure they don't get sued by AMD when they release a modular chip). I know a lot of people are looking at Intel right now, thinking it is a bargain prices and a good time to buy. I think they have a long way more to fall. When the chips that Jim Keller is working on are about to hit the market, that is when it will be time to buy Intel. Until then I have no interest in anything Intel has to offer.
- O_H_E 8y agoWould be really interested if you could provide a source or explanation on modular chips. Couldn't find anything with a couple of searches
- jaxtellerSoA 8y agoSure I would be happy to. The tech is called "infinity fabric", you can look it up there is lots out there about it. It basically allows AMD to make several smaller dies and have them function together as one CPU. Here is an excellent video that explains it all (and also goes into why this is such a huge advantage that allows AMD to have significantly better yields with their wafers) https://www.youtube.com/watch?v=ucMQermB9wQ https://www.youtube.com/watch?v=ucMQermB9wQ