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Well, seeing as GPU is important across all client segments, in workstation and datacenter, in console where AMD has been dominant, and in emerging markets like
by timschmidt 2y ago
Well, seeing as GPU is important across all client segments, in workstation and datacenter, in console where AMD has been dominant, and in emerging markets like automotive self-driving, not having one means exiting the industry in a different way.
I brought up Intel's insane chiplet [non-]strategy elsewhere in the thread as an example where it's clear to me that Intel screwed up. AMD made one chiplet and binned it across their entire product spectrum. Intel made dozens of chiplets, sometimes mirror images of otherwise identical chiplets, which provides none of the yield and binning benefits of AMD's strategy. Having a GPU in house is a no-brainer, whatever the cost. Many other decisions going on at Intel were not. I don't know of another chip manufacturer that makes as many unique dies as Intel, or has as many SKUs. A dGPU is only two or three of those and opens up worlds of possibility across the product line.