What caused the rise of AMD after years of fighting Intel unsuccessfully? Is it really because Lisa Su is a genius, or she just got lucky? Is it purely because Intel failed in 10nm manufacturing? Or is there something fundamental to this rise? If so, can AMD overtake NVidia?
Lisa Su has a lot to do with it
Nvidia is special and they started to make their cpu too. What killed intel is the executives and poor vision from the distinguished/principal engineers. Thus when put in competition they got kicked. The only way for intel to raise again is to purge its execs, and give more power to engineers but i don’t think they will ever do that.
Intel's foundaries failed them miserably. AMD used TSMCs more advanced processes to gain a significant advantage over Intel who were stuck trying to get more juice out of a failing manufacturing process.
AMD went hard on hiring diversity candidates and it paid off
Obviously I’m biased, but Lisa Su is just a decent CEO in the right place at the right time. Intel 10nm was 3 years late (2016 vs 2019) and AMD had access to the better process. Zen3 was a late 2020 product that trades blows with Intel’s Tiger Lake, which was originally scheduled for 2017. With this incredible tailwind it’s hard to assess Su’s true abilities beyond that she’s not a screw-up like Intel’s Krzanich.
But that's what mostly required on established companies. Don't be a screw up. Tim cook and Sundar pichai are perfect examples
Xilinx acquisition
Any opinions on Intel's new CEO Pat Gelsinger? Will he be able to get Intel back on top? Asking from an investment perspective.
I was worried when Pat arrived, since he has a strong technical background and seemed to understand the dire straight INTC is in. I've been thrilled with his recent comments that give me the impression he's most hot air and posturing. His technical vision appears limited.
How are the prospects of AMD in future?
Lisa Su 🤮🤮🤮🤮🤮 AMD takes over NVDIA —Keep Dreaming 😴 All credit goes to TSMC 😎
Nvidia is GPU only whereas AMD has GPU + CPU (+ FPGA) tech Software makes the market so AMD won’t take over next 2-3 years but in 5-10 years it is possible Chiplets was AMD idea
Ignore this guy. He’s posting like this on almost every AMD related post
It's a combination of having good vision, taking calculated risks, consistent execution and also luck.
Intel got stuck at 14nm for too long while AMD was able to iterate