Yes and thats why i wrote in the same post there had to be more reductions if Kaveri will not deliver big time.
Well, I'm predicting that Excavator is it for AMD's x86 business (They'd continue to sell x86 chips until OEMs stop buying). Presumably they would need less people to design ARM products, so cutting more staff seems inevitable.
I'm the opposite; I see no future for them developing x86 over the long term. And it isn't even about the performance gap, it's about the process gap. I think it has become insurmountable and it's going to make it nearly impossible for AMD to offer anything competitive against Intel in another year or so.
AMD threw in the towel against Intel when they sold their fabs, they just didn't know it at the time.
Going into ARM land though, AMD could become a gorilla very quickly among its smaller players. At worst they'd be playing a significant second fiddle to Qualcomm.
I'm the opposite; I see no future for them developing x86 over the long term. And it isn't even about the performance gap, it's about the process gap. I think it has become insurmountable and it's going to make it nearly impossible for AMD to offer anything competitive against Intel in another year or so.
AMD threw in the towel against Intel when they sold their fabs, they just didn't know it at the time.
Going into ARM land though, AMD could become a gorilla very quickly among its smaller players. At worst they'd be playing a significant second fiddle to Qualcomm.
15% margin = profit in the future
High margins is not the future. 15% is. Tsmc old man already said it.
Going into ARM land though, AMD could become a gorilla very quickly among its smaller players. At worst they'd be playing a significant second fiddle to Qualcomm.
Don't count on that. ARM is far from the greenfield it was 4 years ago. Now AMD has to fight Nvidia, Qualcomm, Mediatek, Samsung, Calxeda, etc. Most of these invest more money than AMD on chip design. I don't think AMD can become a giant of any kind on such a competitive environment.
i wouldnt count nvidia in that lineupD:
Don't count on that. ARM is far from the greenfield it was 4 years ago. Now AMD has to fight Nvidia, Qualcomm, Mediatek, Samsung, Calxeda, etc. Most of these invest more money than AMD on chip design. I don't think AMD can become a giant of any kind on such a competitive environment.
Samsung has started doing custom ARM designs: http://english.etnews.com/device/2806178_1304.html. Nvidia as well. I think all big players are going to custom designs. It certainly won't be easy to compete in that market.Or Samsung. Since they don't design any of their own chips. They sell more qualcomm chips than their own.
Samsung has started doing custom ARM designs: http://english.etnews.com/device/2806178_1304.html. Nvidia as well. I think all big players are going to custom designs. It certainly won't be easy to compete in that market.
Agree with CHADBOGA. even if amd capture 15% of server market, they will be in a much better position that having the same market share in ARM soc market.
Broadcom Corp. this week said it is developing a new CPU core based on ARMv8-A architecture with server-class performance for NFV [network function virtualization], with virtualized accelerators for networking, communications, big data, storage and security applications. The new chips will be made using 16nm FinFET tech and will run at 3GHz
It looks like times can change to the point that 15% server market
will no more mean 15% of X86 based servers , the era of cheapness
will force its way right where the X86 offering , mainly Intel , gets
its bread and butter.
The ARM offering is a smart move considering the market trends ,
better be in the good bandwaggon if ever things lift off.
http://www.xbitlabs.com/news/cpu/di...st_ARMv8_A_64_Bit_Server_Microprocessors.html
There is many posibilities for amd there. Make gpu for everyone. Custom cpu. Produce it where they want. Everything is forbidden or very restricted in x86 intel and gf world.
AMD beat expectations and finally turned a profit, yet they've lost a ton in share price; I'm down 17% in my amd stock since friday... I bought more stock yesterday when it was 15% down.
Hard to make logical sense out of stock markets sometimes. Gonna have to wait however many months for them to get back to $4.00/share :/
Because consoles margins are low and their CPU division is in ruins.
Never invest with emotions.
Down to 3.20$ now.
You think Intel makes the bucks from semi-embedded function hardware?
It gets the dough from absurd ammounts of virtualization and DB clusters.
While any ARM player still has to show better perf\watt + operability for even "micro-servers" for cheap webhosting farms.
My premise for investing is in profitability compared to previous Q's. Obviously that isn't as important as x86 marketshare or margins.
I'll ride it out and be just fine. or AMD goes bankrupt, lol.