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AMD's Fortunes Are Improving
#36
https://www.extremetech.com/computing/29...age-of-amd
Quote:There’s only been one other time that AMD came close to beating Intel so decisively — the introduction of dual-core Opteron and Athlon 64 X2 in 2005. Epyc’s launch this week feels bigger. In 2005, AMD’s dual cores matched Intel on core count, outperformed Intel clock-for-clock and core-for-core, and were quite expensive. This time, AMD is going for the trifecta, with higher performance, more cores, and lower per-core pricing. It’s the most serious assault on Intel’s high-end Xeon market that the company has ever launched.

Industry analysts have already predicted that AMD’s server market share could double within the next 12 months, hitting 10 percent by Q2 2020. Achieving larger share in the data center market is a critical goal for AMD. A higher share of the enterprise and data center market won’t just increase in AMD’s revenue, it’ll help stabilize the company’s financial performance. One of AMD’s critical weaknesses for the last two decades has been its reliance on low-end PCs and retail channel sales. Both of these markets tend to be sensitive to recessions. The low-end PC market also offers the least revenue per-socket and the smallest margins. Enterprise business cycles are less impacted by downturns. AMD briefly achieved its goal of substantial enterprise market share in 2005 – 2006, when its server market share broke 20 percent.
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The simplistic assumption that the P4 Prescott was a disaster Intel couldn’t recover from proved incorrect. Historically, attacking Intel has often proven akin to hitting a rubber wall with a Sledgehammer (pun intended). Deforming the wall is comparatively easy. Destroying it altogether is a far more difficult task. AMD has perhaps the best opportunity to take market share in the enterprise that it has ever had with 7nm Epyc, but building server share is a slow and careful process, not a wind sprint. If AMD wants to keep what it’s building this time around, it needs to play its cards differently than it did in 2005 – 2006.

But with that said, I don’t use phrases like “golden age” lightly. I’m using it now. While I make no projections on how long it will last, 7nm Epyc’s debut has made it official, as far as I’m concerned: Welcome to the second golden age of AMD.
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Messages In This Thread
AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 04:03 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-01-2018, 05:44 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-06-2018, 10:13 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-10-2018, 10:41 AM
RE: AMD's Fortunes Are Improving - by dmcowen674 - 03-11-2018, 02:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-13-2018, 09:14 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-26-2018, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-11-2018, 07:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2018, 08:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-30-2018, 05:34 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-01-2018, 02:54 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-03-2018, 10:26 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2018, 11:04 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-21-2018, 11:16 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-09-2019, 03:29 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-31-2019, 11:32 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-08-2019, 02:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-20-2019, 03:01 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 03:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-25-2019, 09:37 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-04-2019, 12:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-08-2019, 05:16 AM
RE: AMD's Fortunes Are Improving - by gstanford - 04-08-2019, 12:56 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-09-2019, 07:37 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-11-2019, 02:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 04-15-2019, 05:48 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-06-2019, 05:30 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-10-2019, 09:11 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-20-2019, 06:46 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 05-24-2019, 10:21 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-16-2019, 11:16 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 06-27-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-09-2019, 11:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 07-31-2019, 04:24 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-06-2019, 01:04 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-14-2019, 08:40 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-16-2019, 04:21 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 08-30-2019, 08:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-02-2019, 09:12 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-19-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-24-2019, 08:42 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-25-2019, 08:15 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 09-27-2019, 09:49 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-04-2019, 08:56 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-09-2019, 03:35 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-16-2019, 09:08 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-22-2019, 08:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-25-2019, 08:06 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-30-2019, 04:07 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 10-31-2019, 10:22 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 02:02 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-07-2019, 09:20 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-08-2019, 10:31 PM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 11-14-2019, 09:11 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 12-05-2019, 10:01 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 01-29-2020, 08:45 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-07-2020, 09:32 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-11-2020, 09:14 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-19-2020, 08:50 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 02-27-2020, 08:42 AM
RE: AMD's Fortunes Are Improving - by SteelCrysis - 03-05-2020, 08:51 AM

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