Puff

http://arstechnica.com/business/2013/04/the-rise-and-fall-of-amd-how-an-underdog-stuck-it-to-intel/

Real men have fabs. Rich men drown fabs.


[ 本帖最後由 Puff 於 2013-4-23 02:53 編輯 ]

dom

- OMG AMD 賣走自己 Austin , TX HQ 再租翻   咩料呀
- Bill 叔叔竟然係間接幫過 A 仔, 推 NexGen 比 A 記
- 2000 年賺大錢係賣 Flash Memory 而賺　而唔係因為 Athlon Facepalm
(Shamesung 個陣都未屈機)

[ 本帖最後由 dom 於 2013-4-23 20:51 編輯 ]

dellasus

引用:

原帖由 dom 於 2013-4-23 20:37 發表
OMG AMD 賣走自己 HQ 再租翻  
咩料呀

Sony also learn from AMD

Puff

引用:

原帖由 dom 於 2013-4-23 20:37 發表
- OMG AMD 賣走自己 HQ 再租翻   咩料呀
- Bill 叔叔竟然係間接幫過 A 仔, 推 NexGen 比 A 記

Sunnyvale 有賣咩？賣左 Lone Star Camp 咋嘛。

dom

引用:

原帖由 Puff 於 2013/4/23 20:45 發表

Sunnyvale 有賣咩？賣左 Lone Star Camp 咋嘛。

都係 HQ

dom

引用:

As a result we had a mediocre customer plan, a hit-or-miss reputation, and no global strategy at all

SO SAD BUT VERY TRUE , 呢段我非常同意
正如 APU 推左出黎　個 Marketing 重係 推人 EPIC FAIL 既 Faildozer , 過左半年
見到 APU 開始有人留意 (OEM like APU ) 同埋　Faildozer 衰到貼地之後　先推

引用:

Now, no matter what they do, they've got a great team, they've got good management, unfortunately I think it's very late."

Their GPU Team is great , CPU is OK *(APU)
Rory Read ok for his execution as CEO , but the editor is right, very late and may not recoverable

[ 本帖最後由 dom 於 2013-4-23 21:17 編輯 ]

dom

當年真係有諗過買NV ,
好難想像如果成左事 老黃做左 A 記 CEO
今時今日 AMD 會係點

dom

Puff
is that the TSV you keep saying MAY save AMD or kill it ?

引用:

It's a good guess, but what you should really be paying attention to is 2.5D & 3D die-stacking, through silicon vias (TSV), and packaging technologies to support that. Imagine stacking APUs and memory connected to 4096 bit wide memory buses which deliver 512GB/s throughput to those CPU & GPU cores, burning less power than a current stand-alone APU, but outperforming them by a significant factor.

The capability to do this is manufacturing dependent, and guess who has the best semiconductor manufacturing technology in the world. That being said something like the preceding might be a great cost-reduction step for those next generation consoles. Its a race to get there; pick your horse.

I saw this in the comment section and someone said this guy is Former AMD employee

Puff

引用:

原帖由 dom 於 2013-4-23 21:22 發表
Puff
is that the TSV you keep saying MAY save AMD or kill it ?


I saw this in the comment section and someone said this guy is Former AMD employee

He's Carrell. You should know this name when going through the success of RV770 and Evergreen.

Anyway, TSV is essentially the next step of the industry, and Intel's IDM model benefits the time-to-market of their TSV products. The foundries are also looking for improved business model to facilitate better TSV manufacturing chain. Therefore, TSV of course won't kill AMD, but it doesn't either give AMD an significant advantage to others, as it will tie AMD tighter to the foundries it relies on, namely GlobalFoundries, thus resulting a higher risk. Let alone TSMC, as the current WSA between GF and AMD limits AMD to GF for all its microprocessors except several types, likely GPUs and chipsets, of chips.

I think we'll see the low-power lines from GF next year, eh, unless AMD intends to extend the limited wavier of exclusivity for APUs in TSMC.

[ 本帖最後由 Puff 於 2013-4-24 14:13 編輯 ]

Puff

引用:

原帖由 dom 於 2013-4-23 20:50 發表


都係 HQ

Lone Star 係 Austin Texas 喎。headquarter 係 One AMD Place @ Sunnyvale

[ 本帖最後由 Puff 於 2013-4-24 14:08 編輯 ]

Puff

引用:

原帖由 dom 於 2013-4-23 20:53 發表


SO SAD BUT VERY TRUE , 呢段我非常同意
正如 APU 推左出黎　個 Marketing 重係 推人 EPIC FAIL 既 Faildozer , 過左半年
見到 APU 開始有人留意 (OEM like APU ) 同埋　Faildozer 衰到貼地之後　先推


Th ...

篇野係 Okay，但係唔係全面。所以個 conclusion 我覺得睇下就算。Sanders 退休都已經十年，3 個 CEO 行既路做過既野都有分別，仲未計 ATi corporate culture 對 AMD 既相互影響。red/green side 呢樣野的確存在，但總算係淡左。從 06 年 merger 開始就一直內部重組同整合，如果唔係 rick bergman 頂住個 GM of Products Group 做到 12 年走佬都係托既。Opteron 比人壓住打係無計，因為佢無獨特點，係 Intel Fabs 欺凌底下咪只得 price advantage 可以玩。而 BD Opteron 令工作站市場更雪上加霜...



[ 本帖最後由 Puff 於 2013-4-24 14:22 編輯 ]

Puff

<tmp-time-machine fast-forward="3 years">Goodbye the wild BD. Hello the civilized BD.</tmp-time-machine>
但願 AMD 靠大貓、訂製同嵌入市場、APU/SoC 同 GPU 撐得住啦。

另外 FirePro market share 開緊 turbo 啦；
嵌入式 G、R 系列同 Opteron  APU 有分 A 同 X 子系列... 如果 X 係指 x86... A...

引用:

Whereas the X-branded x86 chips will serve power envelopes of 9W all the way up to 25W, future A-branded versions could bring power consumption right down to less than 3W: "Ultimately, we're going to have x86 and ARM in our product portfolio."

R-series = High-perf, G-series = Low-power...

Any wild guess?

[ 本帖最後由 Puff 於 2013-4-26 22:12 編輯 ]

dom

引用:

原帖由 Puff 於 2013/4/24 14:16 發表

篇野係 Okay，但係唔係全面。所以個 conclusion 我覺得睇下就算。Sanders 退休都已經十年，3 個 CEO 行既路做過既野都有分別，仲未計 ATi corporate culture 對 AMD 既相互影響。red/green side 呢樣野的確存在，但總算係淡 ...

Faildozer hurt the most

Puff

引用:

原帖由 dom 於 2013-4-28 02:44 發表


Faildozer hurt the most

放心 BD 已經死都無得再死，XV 係最後，14 年。



XV 之後？

[ 本帖最後由 Puff 於 2013-4-28 22:50 編輯 ]

BeleBala

心思思想升1055t 去 FX8350/steamroller
looks like they're not that bad

[ 本帖最後由 BeleBala 於 2013-4-29 00:28 編輯 ]