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>"They seem to be paralysed from the inside." I agree with your assessment but I think it's more than a leadership issue, AMD is in a financial hole in a marke
by cc438 11y ago
>"They seem to be paralysed from the inside."
I agree with your assessment but I think it's more than a leadership issue, AMD is in a financial hole in a market where billion dollar investments are needed just to maintain your market position. They don't have the capital needed to maintain relevancy in their primary market (x86 chips) and they definitely don't have the capital needed to gain a strong foothold in the rapidly maturing ARM market.
Their window of opportunity has passed as long as Intel maintains the non-transferable nature of their x86 license. Their downfall was their insistence on pushing out Bulldozer despite the fundamental flaws in its concept. They spent ~5 years pursuing that architecture as their main path for R&D, wasting massive amounts of money in the process. If AMD had scrapped Bulldozer when they first knew it would miss their performance target they would have been able to pursue one of the many suggested alternative routes for the future. IMO, the best suggestions would have been ARM or low power APUs when the original Atoms were the only option and terribly slow.