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AMD hasn't been whipping Intel like this since the days of the Athlon 64 vs Pentium4.
by tus88 6y ago
AMD hasn't been whipping Intel like this since the days of the Athlon 64 vs Pentium4.
- pseudosavant 6y agoEveryone and their dog are whooping Intel. AMD on x86, and GPUS. ARM on everything else. Modem business, flop. Nvidia is trashing them on accelerator cards and GPUs. Amazon is starting to use its own ARM CPUs and AMD. Intel really doesn't have an answer to "twice the cores, for less" value prop for cloud providers selling vCPUs. Could they recover from this death spiral?
- anarazel 6y agoAnd yet they're quite profitable...
- corty 6y agoThey are still profitable, because there is a lot of remaining momentum in business markets and laptops. Those who have historically only bought intel and produced intel like a dogma take some time to change their ways. But change is happening, and it will hurt Intel badly...
- jamiek88 6y agoYep. Just like RIM had their best few quarters post iPhone release.
- catalogia 6y agoLike Wiley E. Coyote running off the side of a cliff; he doesn't fall until he makes the mistake of looking down.
- mhh__ 6y agoIsn't there another issue in that AMD's processors may be better (for some value of better obviously) but their software and sales is not? It's anecdotal but I don't think I've ever seen any HPC documentation or case studies go anywhere near AMD tooling (https://news.ycombinator.com/item?id=20647031 https://news.ycombinator.com/item?id=20647031 contains a discussion of this - I've never needed to do that kind of work on an AMD CPU, so I couldn't comment myself).
- corty 6y agoAMDs software and HPC docs may be inferior. But especially in HPC, benchmarks and flops/€ are the deciding factor. You don't buy a bunch of processors from intel just because they also sell you a nice compiler (with a diminishing lead in performance) and tuning tools. Thats only a secondary or tertiary factor at best. Sales, dunno.
- Nokinside 6y agoTSMC can't produce nearly enough chips to fill the demand. Had TSMC seen Intel's problems early, they might have been able to build more fabs to put more pressure on Intel.
- shmerl 6y agoTSMC are gradually ramping up fab factories. So it's only a matter of time before they'll meet the demand easily.
- TwoBit 6y agoSometimes the death takes a long time, but there can be a cliff event that accelerates it. That event might well be the adoption of ARM64 Windows.