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There’s nothing that restricts AMD to compete solely using x86. I think they’re sitting on an ARM core design from the first Zen arch that they never released.
by phdelightful 6y ago
There’s nothing that restricts AMD to compete solely using x86. I think they’re sitting on an ARM core design from the first Zen arch that they never released.
- fossuser 6y agoYou’re right, there’s nothing to restrict them except inertia and that they haven’t done it so far when the writing is on the wall. There’s also the coordination problem with windows and third parties. Without vertical integration and tight OS support they’ll fall behind. Something will have to give, but the future doesn’t look good.
- gpderetta 6y agoThe reason that AMD didn't release their ARM design I think is that they know it is better to only have to compete with Intel than being one of the many ARM designs.
- geogra4 6y agoI'm sure amd could make a monster arm chip but without an oem who would put it in a laptop or desktop and without killer arm apps for windows whats the point?
- fossuser 6y agoI think this is why they're in trouble. Apple has the vertical integration to do it properly. Amazon and Microsoft have the server cloud computing to do it server side. Without proper coordination from Microsoft, third party OEMs, and AMD they'll all fall behind on computing on end devices. I think that's part of the reason AMD/Intel will be less relevant, the incentives and market moves don't look good for them.
- fossuser 6y agoThat reasoning is a mistake. It's like train companies thinking they shouldn't compete with cars because they're in the train business (without realizing they’re actually in the transportation business). AMD is in the chip business, not the x86 business - and x86 just became a whole lot less relevant for the future.