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I agree that a lot of AMDs wins have come from TSMC. That being said, I feel like the biggest win for them over the past 5 years (well 6 now)... was moving to c
by greenknight 4y ago
I agree that a lot of AMDs wins have come from TSMC. That being said, I feel like the biggest win for them over the past 5 years (well 6 now)... was moving to chiplets, which all started at Global Foundaries. Having the same chip, from the lowest end consumer chip all the way to the top end server chip means that they can spend less time and cost developing up processors for every segment, and they just bin the chips in terms of quality.
Intel is starting to make changes towards this structure but they haven't fully committed to it yet.
- bitL 4y agoA move to chiplets would be just prolonging their terminal suffering if they didn't replicate Haswell in the first Ryzen chips, making them somewhat performance-competitive and due to chiplets also economically viable with the ability to wow consumers with the first 8 core desktop chips and later 12/16/24/32-core ones.