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Say Intel does only take two years to turn around x86. They are a big company with lots of resources and talent, so even though in my mind it seems difficult th
by slowwriter 5y ago
Say Intel does only take two years to turn around x86. They are a big company with lots of resources and talent, so even though in my mind it seems difficult they surely have a chance.
Meanwhile, AMD gets a headstart on ARM and leaves Intel in the dust on that front. I don't see Intel winning one way or another. I think it will take many years for them to potentially come back as no. 1 in the industry.
- Hikikomori 5y agoJim Keller was in part hired to work on K12 which was an ARM cpu which they were working on at the same time as Zen.
- ksec 5y agoI didn't say they will lead in two years. But they have a much stronger position going forward and be able to compete. ( Compare to dying in a slow death before Pat came back ) Right now they aren't really "competing", more like holding AMD back. Look at AMD's entrance into Cloud / DC market, they are barely 10% by even the most optimistic standard. If you take out the consoles sales number, the DC market for AMD isn't as rosy as many want people to presume. ( I would have wanted them to be close to 20% by now. Although Mark papermaster have shown their ambition for 30%+. Which is the only good sign I would take.) Also reminder AMD isn't in the forefront of leading edge node, they tend to wait for mainstream. Apple is the one paying premium. ( Although TSMC sudden 5 / 3nm acceleration seems to suggest a change in strategy, we will see )