Ok
Edit: The market knows Intel are padding the books, they know its fake, where as AMD's books are not fake, their growth is real.
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AMD on the road to recovery.
- Thread starter humbug
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Ok
Edit: The market knows Intel are padding the books, they know its fake, where as AMD's books are not fake, their growth is real.
I might just add that the long term outlook for X86 looks bleak. This has an impact not just on Intel and AMD but also nVidia.
Traditional X86 customers like Microsoft, Google, Amazon, China...... they are all creating their own custom ARM based chips.
Intel and AMD bread and butter is X86, for Intel its data centre, in that Nvidia are joined to Intel's hip, for AMD its Desktop, X86 based consoles and SoC outside X86, not a lot of people know this but AMD do a lot of military, medical and commercial SoC's, if you've ever flown the chances are the planes computers are powered by an AMD SoC.
While long term they all need to innovate away from their own reliance on X86 Intel and Nvidia are more vulnerable than AMD, AMD are small and efficient out of necessity to become that having to live off the X86 scraps and their SoC business, Nvidia and particularly Intel are giant whales almost entirely dependant of high margin high volume X86 to sustain themselves, Intel run MASSIVE lithography fabs, a comparable TSMC have just spend Billions on a single fab to keep ahead of the curve, even Intel do not earn that kind of money which is why they are falling behind and no they will never catch up.
Traditional X86 customers like Microsoft, Google, Amazon, China...... they are all creating their own custom ARM based chips.
Intel and AMD bread and butter is X86, for Intel its data centre, in that Nvidia are joined to Intel's hip, for AMD its Desktop, X86 based consoles and SoC outside X86, not a lot of people know this but AMD do a lot of military, medical and commercial SoC's, if you've ever flown the chances are the planes computers are powered by an AMD SoC.
While long term they all need to innovate away from their own reliance on X86 Intel and Nvidia are more vulnerable than AMD, AMD are small and efficient out of necessity to become that having to live off the X86 scraps and their SoC business, Nvidia and particularly Intel are giant whales almost entirely dependant of high margin high volume X86 to sustain themselves, Intel run MASSIVE lithography fabs, a comparable TSMC have just spend Billions on a single fab to keep ahead of the curve, even Intel do not earn that kind of money which is why they are falling behind and no they will never catch up.
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When you have a ton of money to throw away its about stopping your competition from making any.
Not now that they have reprimanded for doing it in the past, there are other ways of doing it tho, buy backs and cash backs.
Right, Intel paid vendors like Dell, HP.... billions not to use AMD chips, AMD offered Dell a million CPU's for free, they turned it down because their benefits from Intel far outweighed the value of a million free CPU's, that's when AMD knew and took the both to court.
AMD got something like $2.5BN, which is chump change.....
Yeah, they have been for the past 3 years, TSMC have had the same problem this past year, they built a brand new fab to expand 7nm capacity, its coming online early next year. They have plans to expand even more. TSMC are confident enough about long term demand from their fabs to invest.
Intel have been doing a lot of talking, but not actually doing much. Not having enough capacity is a good situation to be in, sure. But their action's suggest they don't think it will last.
Right. And with that Intel are not just fighting a resurgence AMD in their back yard, Intel's cash cows are developing their own custom CPU's to cull their reliance on AMD and primarily Intel.
This is a problem AMD need to address, yes, they are tackling that next.
AMD closes the year with a new record high at Mindfactory
That's ridiculous....
Intel are currently at $60 https://seekingalpha.com/symbol/INTC
With AMD now at $50 and climbing rapidly how long before AMD overtake Intel?
Yes i know its just a number and means nothing, AMD's value currently stands at $55bn with Intel at $265bn, but its till a great phycological target.
$60 would give AMD a value of about $70bn, i'd love to see AMD valued at $100bn by the end of the year.
With AMD now at $50 and climbing rapidly how long before AMD overtake Intel?
Yes i know its just a number and means nothing, AMD's value currently stands at $55bn with Intel at $265bn, but its till a great phycological target.
$60 would give AMD a value of about $70bn, i'd love to see AMD valued at $100bn by the end of the year.
AMD has dethroned Intel's 9900K and 9600K from the top 10 best sellers list on the US site
The 3950X is the third best-selling CPU
Its never CES where AMD make any noise about next generation CPU's and high end GPU's, too early in the year.
Although we didn't get a look at big Navi the £250 price bracket that the RX 580 once occupied is getting a true replacement, AMD's £200 to £300 GPU's do sell very well.
AMD are now selling a Desktop CPU for $4,000, and it will sell in big numbers because its an absolute monster, it is, by far the most powerful CPU on earth, significantly faster than Intel's $20,000 offerings and you better believe people will be queuing out the door to get one....
Its not just that AMD have such a halo product in their line up, its the Kudos, the mind share of it, there are only two X86 CPU vendors and AMD are making the most powerful ones. That speaks volumes to consumers.
Edit: yes i almost forgot, Laptops, 2020 is the year AMD crack that nut.
Although we didn't get a look at big Navi the £250 price bracket that the RX 580 once occupied is getting a true replacement, AMD's £200 to £300 GPU's do sell very well.
AMD are now selling a Desktop CPU for $4,000, and it will sell in big numbers because its an absolute monster, it is, by far the most powerful CPU on earth, significantly faster than Intel's $20,000 offerings and you better believe people will be queuing out the door to get one....
Its not just that AMD have such a halo product in their line up, its the Kudos, the mind share of it, there are only two X86 CPU vendors and AMD are making the most powerful ones. That speaks volumes to consumers.
Edit: yes i almost forgot, Laptops, 2020 is the year AMD crack that nut.
Right exactly
I'm not into buying £300+ CPU's, i don't need them so they are a waste of money. I don't have a 2080TI so i don't need a high clocking 9600K, even if i did have a 2080TI i still wouldn't buy a 9600K because it only has 6 threads and there are plenty of reviewers out there who say while the 9600K is 10 FPS faster than the Ryzen 3600 in games like BattleField V or One the 9600K has episodes of stutter while the Ryzen 3600 is perfectly smooth.
If you're a 2080TI maximum FPS 1080P gamer there is only one 'CPU' that you would want, and that's the 9900K, for everyother use case its a Ryzen 3000 series, a 9700K is not much better than a 9600K, you shouldn't trust its longevity.
Today we are getting performance at sub £200 that 3 years ago would have cost you £800, i'm not kidding, a 6900X has 8 cores but the IPC on a Ryzen 3600 is at least 25% higher which makes up for the 2 core deficit, and realistically they clock about the same.
This is why today it seems like we are getting so much CPU power for so little money, compared to just 3 years ago, we are.
This is why today it seems like we are getting so much CPU power for so little money, compared to just 3 years ago, we are.
If i'm completely honest, yeah, if i couldn't separate them on anything, i would buy AMD, like you i'm just not going to reward Intel for the shady #### in previous years.
Why?
Ah, yeah...
AMD could jump on the Second Wave Children's Crusade bandwagon and give Miss Thunberg a call, with everyone else using children to shame people into an extremist religion, again, AMD too could profit off it massively.
Sorry....
Sorry....
No i'm really not.
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NMWare cashing in on high core count CPU's.
They changed the model from charging per CPU to limiting that to 32 cores and needing another licence for CPU above 32 cores, so for a 64 core EPYC you would now need two licences.
Basically AMD are charging for a 64 core what Intel are charging for a 28 core to gain market share and VMWare have decided they would cash in on that difference.
This IS a problem for AMD because the value in going for the 64 core over the 28 core is swallowed up by NMWares profiteering.
https://www.crn.com/news/data-cente...t-that-partners-say-is-severely-unattractive-
Sorry. VMWare