Question AMD Laying off 4% of worldwide workforce to "focus more on AI"

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yuri69

Senior member
Jul 16, 2013
574
1,017
136
This is more proof that they think gaming is unimportant to their bottom line or they have little confidence in their teams to change the status quo.
AMD doesn't have the $$$ and know-how to build and support gaming GPUs on the same level as nV. nV has been the better & the advanced tech for more than 11 years.

What do you suggest to AMD?

Producing another cheap HD4800 doesn't make sense for AMD since they gotta pay $$$ to TSMC and investors are fixated at the margins.
Producing a halo chip beating nV flagship requires a very large $$$ and a long term investment in R&D. Even after that they would end up with a fast card burdened with subpar software support.

It simply doesn't work.
 

Thunder 57

Diamond Member
Aug 19, 2007
3,079
4,873
136
But let's be realistic. AMD could do a LOT better. They have both CPU and GPU. How come they can't figure out a way to create more synergy between the two and make Nvidia/Intel combo look unattractive? Their constant focus on enterprise sucks. This is more proof that they think gaming is unimportant to their bottom line or they have little confidence in their teams to change the status quo. Whether this is the fault of the management (hiring 2nd rate employees coz the best end up at Nvidia or Apple or they don't want to pay enough to attract top talent) or the employees themselves (failing at execution due to whatever reasons) is something we may never know.

On the bright side, some of those employees could get picked up by Qualcomm? They sure need help

Uhm, "The future is Fusion?"

They tried with HSA.
 

GTracing

Member
Aug 6, 2021
168
396
106
Uhm, "The future is Fusion?"

They tried with HSA.
Wasn't HSA part of the reason why they did the shared floating point with Bulldozer? From what I remember they hoped that most floating point operations would be moved to the GPU. Interesting to see that turned on it's head. AMD's CPUs have the biggest baddest floating point performance, and their support for GPU compute (in client GPUs at least) is bad.
 
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yuri69

Senior member
Jul 16, 2013
574
1,017
136
Wasn't HSA part of the reason why they did the shared floating point with Bulldozer? From what I remember they hoped that most floating point operations would be moved to the GPU. Interesting to see that turned on it's head. AMD's CPUs have the biggest baddest floating point performance, and their support for GPU compute (in client GPUs at least) is bad.
After years of switching between SDKs they settled on ROCm and they have been pushing it for 8 years and ... well, the UX still lags horribly behind CUDA. The CPU support is way easier.
 

LightningZ71

Golden Member
Mar 10, 2017
1,910
2,260
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AMD simply doesn't have the scale that NVIDIA has in the industry segments that it serves. Because of the lack of scale, they will continue to have unfavorable volume pricing at foundries against NVIDIA. Add to that the mind share that NVIDIA commands both at the consumer and commercial level and you've got a recipe for failure.

There is only one way that AMD could hope to really compete with NVIDIA with good success, and that's a comprehensive cross licensing and development partnership with Intel for GPUs. It would take Intel agreeing to provide AMD low cost foundry services, and AMD to assist Intel with it's own GPU efforts. It would allow them to attack NVIDIA in it's margins.

It would never happen though as BOTH have too much to lose.

AMD needs to continue to innovate at the APU and mid market dGPU level with products that they can still sell at a reasonable profit. Pushing for the top end is too much strain on their R&D budget. No need for the bottom end as things like FSR/frame gen on iGPUs makes low end cards largely redundant.
 
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OneEng2

Senior member
Sep 19, 2022
259
358
106
They need to have a spokesperson here. By interacting with us, he/she could get at least a "little" idea of why people like AMD and what more they expect from AMD to keep liking them even more. If they can wrap their heads around why some people get disappointed about their launches or why certain avid users are deciding to skip a generation, it will help them that much more to create a more compelling product that will be much harder to resist for the enthusiast. And that trickles down to normal users because most enthusiasts love to express and spread their excitement when using a product and recommend it to anyone and everyone in their circle. Some may even be good writers and do a very public blogpost, giving AMD free publicity.
Novel Idea, but why? A couple hundred unit extra sales? Not even worth a meeting rather on a head.
No, people here are AMD's worst customers. Loudest critics. Biggest value seekers. Declining market size.
Totally agree with this.

AMD needs to make more inroads into companies that sell computers. AMD doesn't sell or market to us, the computer companies do. In fact, I haven't seen a single AMD commercial in my life .... but my brain will be forever scared by the blue man group .
Someone suggested it is mostly due to excess employees picked up from acquired companies.
Frequently, large companies use a good excuse to thin the herd and getting rid of some acquired fat.
MLID claims they are cutting from gaming and semi division, which was my guess yesterday. Also that it is to make AMD look more attractive to investors by having high margins. It's probably a little of all of it. I hate all of these tech layoffs being announced during the holiday season. Not cool. The employees deserve better.
It would also make sense if AMD were to purchase Intel .
 

adroc_thurston

Diamond Member
Jul 2, 2023
3,793
5,489
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AMD doesn't have the $$$ and know-how to build and support gaming GPUs on the same level as nV
Yeah they do. But ROI is not there.
There is only one way that AMD could hope to really compete with NVIDIA with good success, and that's a comprehensive cross licensing and development partnership with Intel for GPUs. It would take Intel agreeing to provide AMD low cost foundry services, and AMD to assist Intel with it's own GPU efforts. It would allow them to attack NVIDIA in it's margins.
that's cope.
 

turtile

Senior member
Aug 19, 2014
626
302
136
MLID claims they are cutting from gaming and semi division, which was my guess yesterday. Also that it is to make AMD look more attractive to investors by having high margins. It's probably a little of all of it. I hate all of these tech layoffs being announced during the holiday season. Not cool. The employees deserve better.
It makes sense considering that they will only have UDNA going forward. They don't need two teams creating CDNA and RDNA. Before they announced the change, I wondered if they would use CDNA consumer chips because of AI. I bet Raja pushed to have two teams since he complained about doing both with Vega before he left.
 

LightningZ71

Golden Member
Mar 10, 2017
1,910
2,260
136
Yeah they do. But ROI is not there.

that's cope.
Cope you say? Where is AMD supposed to get this magic performance from? NVIDIA out spends AMD by twice on research on an annual basis with FAR more spent on GPUs and related tech than AMD. AMD caught up with Intel because they were stumbling badly. NVIDIA is hitting on all cylinders right now.

NVIDIA has a volume advantage, an R&D advantage, CUDA's industry dominance and OEMs ready and willing to invest in anything they throw their direction. Right now, AMD can't even get OEMs to use their dGPUs in laptops at ANY price.
 

adroc_thurston

Diamond Member
Jul 2, 2023
3,793
5,489
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Where is AMD supposed to get this magic performance from?
Microarchitecture.
NVIDIA out spends AMD by twice on research on an annual basis with FAR more spent on GPUs and related tech than AMD
How is this relevant.
Intel was spending more on fab R&D than $TSM yet fell hopelessly behind.
AMD caught up with Intel because they were stumbling badly.
They in fact did not "catch up" to Intel. they smashed 'em.
Right now, AMD can't even get OEMs to use their dGPUs in laptops at ANY price.
But they did, RDNA2 did well in laptops. Then the oopsie happened.
 

adroc_thurston

Diamond Member
Jul 2, 2023
3,793
5,489
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Must be location dependent since those basically didn't exist at least here in Finland.
Well yeah, need more unit and revenue share to get to more inhospitable places.
But they did well with RDNA2 and then RDNA3 was a flop and collapsed the share. Too bad!
 

LightningZ71

Golden Member
Mar 10, 2017
1,910
2,260
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Microarchitecture.

How is this relevant.
Intel was spending more on fab R&D than $TSM yet fell hopelessly behind.

They in fact did not "catch up" to Intel. they smashed 'em.

But they did, RDNA2 did well in laptops. Then the oopsie happened.
"Well" is a drastic overstatement...

They did non-zero, which was a massive percentage increase. You saw a tiny handful of models for anything over the 6500. I know two people who purchased 6800 models, and both went back due to motherboard failures during the first 6 months.

AMD has near zero OEM cooperation when it comes to dGPUs. Some of it comes from their limited support for them, but a lot is just how entrenched NVIDIA is. AMD did this to themselves by allowing themselves to fall behind NVIDIA and not investing in a standard platform that OEMs can build from, but it seems that's not the only roadblock they have.

Making a big APU is probably a better path to profit, but it remains to be seen how well it can be priced.
 

adroc_thurston

Diamond Member
Jul 2, 2023
3,793
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"Well" is a drastic overstatement...

They did non-zero, which was a massive percentage increase. You saw a tiny handful of models for anything over the 6500. I know two people who purchased 6800 models, and both went back due to motherboard failures during the first 6 months.
JPR unit share is a very real thing.
AMD has near zero OEM cooperation when it comes to dGPUs.
Right now? yeah. Don't let your execution slip is the lesson.
but it remains to be seen how well it can be priced.
it's a Very Expensive Thing.
 

LightningZ71

Golden Member
Mar 10, 2017
1,910
2,260
136
And they absolutely don't have the pricing power that Apple does.

It's brave of them to take the leap that Halo is, but they have barely proven that they can pull something like that off. Before cramming in an NPU, Strix Point would have been something special on it's own with the originally planned MALL cache. Yes, nowhere near Halo performance, but approachable priced and ballpark RX6500 performance, assuming that they got the cache right. The bulk of the market is in the 4060/3050 area, and that would have competed well there.
 

Abwx

Lifer
Apr 2, 2011
11,612
4,469
136
All AMD has to do to grab marketshare in all clients departments is to buy a little oem like Minisforum and use it as vehicle to manufacture laptops, tabets, and SFF desktops using exclusively AMD APUs, CPUs and of course GPUs and, why not, use the AMD brand for the higher segments.

Once the usual OEMs will figure the risk of AMD going the Apple route they ll surely be much more prone to use their devices or risk being crushed by a new competitor that has inherently much lower BOM costs, we ll see then if some OEMs will keep being slavishly tied to Nvidia and Intel once their own survival will be at stake.
 

DavidC1

Golden Member
Dec 29, 2023
1,211
1,932
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If AMD really cared about total domination, they would introduce quad channel RAM to consumer desktops, give hex or octa channel to TR platform and reserve 12 channels for their servers. Being complacent while ahead never turns out well, as can be seen with Intel. Mobos are already $300 or more. Respectfully, please don't give me any crap excuse that they can't do quad channel in that price range.
Sure they can do quad channel. But just for a low end dGPU performance that can't be upgraded? You want people to buy a $300 board for a $150 dGPU equivalent at best? And you can't even get some money back by reselling? And you think the CPU is going to be cheap somehow? It's a $300-400 CPU + $300 board versus any CPU + $100 board.

At least there's some excuse for laptops. For Desktops? Zero reason for a large APU. You do know each bit width needs a physical trace on a motherboard which requires more space and increases signal integrity requirements meaning boards with more copper layers. Nevermind the much lower volume?
Adding huge amounts of cache was niche in the past, like what Intel did with edram in the past, now it's normal with V-Cache. Quad channel is niche because vendors want it to be niche so you pay much more for it.
This doesn't help with the "Chungus APUs are niche" comment by @adroc_thurston.

I'm with him that big iGPUs make little to no sense.

What's the appeal with iGPUs?
-Battery life, with the power gated GPU
-Almost free
-Low load power(because the peak performance is low)

Big GPUs lose the "free" part because you need a much more larger die paired with expensive multi-channel memory setup or on-package specialized memory, and after a year or two you end up being far behind the dGPUs because you can't replace it, nor resell them. Performance is far higher so the power use isn't low anymore.

Battery life part is only possible if they nail the power management part. This one Strix Halo can do, but it's still a maybe.
I also think big APUs are really niche. CPU + dGPU will be cheaper but consume a bit more power.
A big iGPU will only be lower power if both of them are superior to competition. If the GPU part is behind, then you end up same as the dGPU.

Intel Iris parts were pricier, at same load power, and little bit better battery life compared to Nvidia dGPU setup.
 
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gdansk

Diamond Member
Feb 8, 2011
3,276
5,186
136
Apple gets away with it, somehow. Plus if people are going to continue to disrespect AMD dGPUs to the point that they can't crack 10%+ marketshare, it may be the only way to expand their graphics business is to refocus on iGPUs in some fashion.
Apple gets away with it because they have the niche of people who work on videos and not much else. The encoding/decoding engines and big GPU do work because Apple has their own video editing software and the market is so Apple-focused that other software companies also support it.

AMD's big iGPU is near useless because the software won't work with it properly. And it won't be a good gaming GPU either. Strix Halo, even if it's a technically good product, will sell worse than even Navi 31/32. But at least they can justify the R&D as it should lead to their future Zen.
 
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gdansk

Diamond Member
Feb 8, 2011
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Oh and pivoting to AI when the only people buying MI300 are those who want to hedge against Nvidia is a bad bet. As soon as the AI market turns down it'll be near zero sales, no need to worry about Nvidia allocation anymore. AMD needs to diversify its revenue streams. But I guess you can hardly call Navi 31/32 a revenue stream...
 
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DavidC1

Golden Member
Dec 29, 2023
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The advantage that a big APU can be more power efficiency doesn't work in the real world, because Nvidia has a much superior architecture with significantly better perf/watt.

The battery life advantage is not as easy as in practice either. Because you need a huge memory interface, and you need to figure out how to shut them down. The Intel Iris parts showed almost no advantage over dGPU in this regard.

And you also lose the cost advantage, because the GPU die is much larger, and you either use more channels driving up cost of everything, or a specialized memory. And in desktops it'll be 1-2 years before a better dGPU comes along, while you are stuck with a $400 CPU where half of that is the GPU and you can't resell it.

So with a big APU:
-Cost is in the best case, equal or for desktops much higher.
-Nvidia has better uarch so power efficiency argument due to integration is moot.
-Battery life advantage is a maybe.
Apple gets away with it, somehow. Plus if people are going to continue to disrespect AMD dGPUs to the point that they can't crack 10%+ marketshare, it may be the only way to expand their graphics business would be to refocus on iGPUs in some fashion.
Apple also does things the rest of the world dreams of. In both Smartphones and PCs they take majority share for premium devices. AMD can't do that.
 

DrMrLordX

Lifer
Apr 27, 2000
22,184
11,890
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Apple gets away with it because they have the niche of people who work on videos and not much else. The encoding/decoding engines and big GPU do work because Apple has their own video editing software and the market is so Apple-focused that other software companies also support it.

AMD's big iGPU is near useless because the software won't work with it properly. And it won't be a good gaming GPU either. Strix Halo, even if it's a technically good product, will sell worse than even Navi 31/32. But at least they can justify the R&D as it should lead to their future Zen.

Apple gets away with it because they started from a position of user lockin (e.g. they don't have to compete with 3rd party dGPUs) and because they did a good job of building a software stack to take full advantage of their iGPU. AMD has tried and failed to bring GPGPU to consumer APUs in any meaningful fashion.

I don't know where Strix Halo could lead, but I can promise you that if they can somehow get 90-100% of a 7900XTX (for example, and I'm probably stretching things a bit here) performance out of a single APU that they can sell soldered onto a board with a lot of fast memory for a reasonable price, that people might flock to it just for the simplicity of getting a competent gaming PC without having to deal with the usual warts of DiY or prebuilt PCs. At this point I hold out very little hope of them bringing consumer GPGPU to the APU space, no matter how cool it would be if they finally pulled it off.

Oh and pivoting to AI when the only people buying MI300 are those who want to hedge against Nvidia is a bad bet. As soon as the AI market turns down it'll be near zero sales, no need to worry about Nvidia allocation anymore. AMD needs to diversify its revenue streams. But I guess you can hardly call Navi 31/32 a revenue stream...
People are buying MI300 because it's a good accelerator. MI350/X looks even better.
 
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branch_suggestion

Senior member
Aug 4, 2023
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CPU + dGPU will be cheaper but consume a bit more power.
APU BoM is lower due to unified memory.
32GB of LPDDR5X is cheaper than 24GB LPDDR5X + 8GB of GDDR6.
It is a somewhat harder sell to OEMs due to lack of supply flexibility.
Silicon cost is a wash, NV charges a lot for their mobile GPUs, good room to undercut with a big APU.
 
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