4 ms·
AMD may not replace Intel, but it is certainly exerting a severe downward price pressure in the datacenter, Intel's most profitable market. The servers my compa
by fmajid 6y ago
AMD may not replace Intel, but it is certainly exerting a severe downward price pressure in the datacenter, Intel's most profitable market. The servers my company is deploying in its current refresh are all AMD EPYCs, after a 6–8 month qualification cycle.
As for client computing, ARM is taking over the increasingly irrelevant PC/Mac after having overwhelmingly won mobile, and IoT will also be ARM.
Furthermore, Trump's trade war against China will claim Intel as collateral damage. The Chinese will switch to RISC-V or the AMD-licensed but made in China x64 chips:
https://www.anandtech.com/show/15493/hygon-dhyana-reviewed-chinese-x86-cpus-amd https://www.anandtech.com/show/15493/hygon-dhyana-reviewed-c...
- chvid 6y agoGiven that the sanctions also blocked Huawei's license of the ARM design. I think the Chinese will create their own processor family.
- bretpiatt 6y agoChina has a processor from Sunway powering the #4 supercomputer as of June 2020, it was #1 when it launched in 2016. https://www.top500.org/system/178764/ https://www.top500.org/system/178764/ https://en.m.wikipedia.org/wiki/Sunway_(processor) https://en.m.wikipedia.org/wiki/Sunway_(processor)
- fowl2 6y agoOr fork ARM, ignoring that they're not paying for a license.
- fomine3 6y agosomething like now in progress https://asia.nikkei.com/Business/China-tech/How-SoftBank-s-sale-of-Arm-China-sowed-the-seeds-of-discord https://asia.nikkei.com/Business/China-tech/How-SoftBank-s-s...
- Symmetry 6y agoThe Power ISA is open source and well supported by a variety of software isn't it? That's what I'd go with if I were in their shoes.