[MarketWatch] AMD's stock has best day in 40 years

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tential

Diamond Member
May 13, 2008
7,355
642
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Consoles don't need high perf CPU when their API has lower CPU overhead and well threaded. Sony's documents to devs with the leak specs have it as Jaguar 8 core at 2.1ghz from 1.6ghz.

The only market that would benefit from high IPC APU of Zen + Polaris would be HPC, Servers and Enthusiast gamers who want mITX rigs.
I knew Sony was confirmed still the same. I mean the cpu performance has hurt games it's been shown that the higher clocked Xbox had better frames in games than the ps4 so some games definitely still are cpu bottlenecked.

Throwing a much faster gpu now means games will even be more cpu bottlenecked or they'll have to really start utilizing the compute power of these gpus.
 

ThatBuzzkiller

Golden Member
Nov 14, 2014
1,120
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Are you saying everyone has a Skylake K?

8 Core, 16 Thread Zen, 5960K performance, not an attractive upgrade for people on Lynnfield, Sandy or Ivy?

Intel is making record margins, AMD can afford to undercut them and be a viable option for upgrades or new rig builders.

So much doom & gloom, you wait and see. I'll need an upgrade from my Ivy Bridge by the time Zen arrives, if it's got 40% IPC gains from Excavator and can hit 4Ghz, it will be my go-to CPU for sure.

How about the guys with Sandy/Ivy Bridge K ? What incentive does Zen have aside from "moar cores" ?!

BTW it's a 5960X and it maybe an attractive upgrade to Lynnfield or lower clocked Sandy Bridge users but just exactly how many of them want to upgrade to Zen when they've been content for half a decade ? There's practically almost no high end or enthusiast users left for AMD to target at this point ...

Zen is no good since it's very late, maybe even too late ...

AMD's future at this point lies in their acquisition of ATi. If it were not for them, AMD would've been out of business before Zen could even release ...

It's extremely important that AMD secures DX12 instead of something even more unreliable like their CPU division ...
 
Feb 19, 2009
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Low/midrange gaming laptops with Polaris 11, Zen and freesync. That sounds fantastic, especially if it eventually comes in APU form when using HBM becomes viable. I wouldn't be too interested if it's a traditional shared memory APU. G-sync laptops are great, but freesync has been excellent at bringing that variable refresh rate to people on tighter budgets.

System bandwidth will severely bottleneck any iGPU, we see the 7870K for example, has some untapped performance left as we give it faster DDR3.

Without HBM2 on their Zen APU, it's pointless to put a more powerful iGPU than what's available already.

So if it happens, Zen/Polaris/HBM2 APU, it won't be low/mid-range gaming notebooks, it'll be high-end performance notebooks.
 
Feb 19, 2009
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How about the guys with Sandy/Ivy Bridge K ? What incentive does Zen have aside from "moar cores" ?!

BTW it's a 5960X and it maybe an attractive upgrade to Lynnfield or lower clocked Sandy Bridge users but just exactly how many of them want to upgrade to Zen when they've been content for half a decade ? There's practically almost no high end or enthusiast users left for AMD to target at this point ...

The problem with current CPU is the low improvements, which is why guys like me and even those on older SB/LF, have not upgraded.

Intel's 8 core is too expensive so gamers haven't been given an incentive for upgrading.

On 14nm FF, I don't expect an 8 core Zen (without an iGPU on die) to be a very big chip, ~160mm2 tops. If AMD can't make a profit selling an equivalent of 5960 with that small a die size to offer competitive $$ incentive... they should just quit now.

Some folks will say, if AMD can match the 5960, why would they price it low? Because they have to. To get folks to switch camps. Imagine the margins on a ~160mm2 chip at $399, surely, very profitable.

Intel is killing it, 55B revenue, 14B profit last year. Margins well beyond NVIDIA, on another level. There's room there for AMD to take a chunk out of Intel's marketshare. Zen doesn't need to be Skylake IPC. It only needs to be Haswell/Broadwell IPC with 8/16 at a good price and it'll be sold out.
 

ThatBuzzkiller

Golden Member
Nov 14, 2014
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The problem with current CPU is the low improvements, which is why guys like me and even those on older SB/LF, have not upgraded.

Intel's 8 core is too expensive so gamers haven't been given an incentive for upgrading.

On 14nm FF, I don't expect an 8 core Zen (without an iGPU on die) to be a very big chip, ~160mm2 tops. If AMD can't make a profit selling an equivalent of 5960 with that small a die size to offer competitive $$ incentive... they should just quit now.

Some folks will say, if AMD can match the 5960, why would they price it low? Because they have to. To get folks to switch camps. Imagine the margins on a ~160mm2 chip at $399, surely, very profitable.

Intel is killing it, 55B revenue, 14B profit last year. Margins well beyond NVIDIA, on another level. There's room there for AMD to take a chunk out of Intel's marketshare. Zen doesn't need to be Skylake IPC. It only needs to be Haswell/Broadwell IPC with 8/16 at a good price and it'll be sold out.

Then just get the i7-5820K, it'll probably perform better than the 8 core Zen in games when it's overclocked and best of all, it's been released!

Playing the waiting game with AMD CPUs has become utterly tiresome ...

AMD will probably only manage a 5% dent in Intel's profit at BEST with Zen realistically speaking ...
 

IllogicalGlory

Senior member
Mar 8, 2013
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System bandwidth will severely bottleneck any iGPU, we see the 7870K for example, has some untapped performance left as we give it faster DDR3.

Without HBM2 on their Zen APU, it's pointless to put a more powerful iGPU than what's available already.

So if it happens, Zen/Polaris/HBM2 APU, it won't be low/mid-range gaming notebooks, it'll be high-end performance notebooks.
I'm not expecting low/midrange HBM APUs (yet), but I am expecting low/midrange laptops with a discrete Polaris and freesync, although an Intel CPU would work just as well in that case.

NV can't offer G-sync to budget laptops because of the module and rigorous standards, so AMD should capitalize on that.
 
Feb 19, 2009
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Then just get the i7-5820K, it'll probably perform better than the 8 core Zen in games when it's overclocked and best of all, it's been released!

Playing the waiting game with AMD CPUs has become utterly tiresome ...

AMD will probably only manage a 5% dent in Intel's profit at BEST with Zen realistically speaking ...

I'm not playing a waiting game. My IB CPU is just fine, but in 2017, I will build a new gaming rig. Like most people, we don't jump onboard to Skylake just because. All AMD has to achieve is in 2017, offer a competitive CPU landscape so it's no longer automatic Intel only decisions.
 

ThatBuzzkiller

Golden Member
Nov 14, 2014
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I'm not playing a waiting game. My IB CPU is just fine, but in 2017, I will build a new gaming rig. Like most people, we don't jump onboard to Skylake just because. All AMD has to achieve is in 2017, offer a competitive CPU landscape so it's no longer automatic Intel only decisions.

What if Intel offers the better value and performance in your use case ?

What are you going to do then ? Are you still going to buy Zen despite possibly offering worse performance at the same price point ?

Even if your product is "competitive" it's probably too late in AMD's case to capitalize on that advantage ...

It's a somewhat poor decision on AMD's part to focus on something unreliable as their CPUs with a low amount of profitability again, they should have been focusing on giving more R&D to their GPUs and put more vendor locked features in DX12 to their own benefit while pushing for more DX12 game support too instead IMO ...

Had AMD featured DX12 for XCOM 2, Dying Light, Far Cry: Primal, Tom Clancy's The Division, Need for Speed, Killer Instinct, and Dark Souls 3 they would probably have a more evenly split market share ...

Despite DICE being all gung-ho about AMD, Mirror's Edge: Catalyst won't even feature DX12 despite being delayed!

I seriously wonder what AMD is doing leaving out all the action for their GPU division, the only relatively good part about AMD ...
 
Feb 19, 2009
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GPU is not a huge market, it's CPU, servers, HPC, etc. Where Intel makes their big bucks.

AMD is a CPU company first and foremost.
 

ThatBuzzkiller

Golden Member
Nov 14, 2014
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GPU is not a huge market, it's CPU, servers, HPC, etc. Where Intel makes their big bucks.

AMD is a CPU company first and foremost.

It's not a huge market but it would be a whole lot more easier to compete there than competing with Intel ...

AMD stopped being primarily a CPU company with Faildozer and their most recently successful business relies on their GPU expertise ...
 

zentan

Member
Jan 23, 2015
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GPU is a huge market if they can enter professional and HPC market with significant share.Even gaming GPUs can make good money but then they should be able to get high enough margins from them.The other 2 primary area remaining are CPU for servers and notebooks.They are doing fine in Consoles. Would really need their CPU side to turn things around for if they can't penetrate the professional cards market that well or get enough out of Radeons.
 
May 11, 2008
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I sure hope that AMD will execute well this time for years to come. Since Intel is now watched upon with more scrutiny(P4 & K8 history), AMD can possibly grow and finally loose that debt. When they have more money to spend, there is more money for the R&D. More honest competition. More chance on leaps in performance from Nvidia, Intel and AMD in the cpu and gpu camp.

I wonder if there is a future where AMD would execute so well on the x86-64 & HSA system that Intel and Nvidia would merge to be a viable competitor in the x86-64 & HSA world because of the need to integrate cpu and gpu in one die.

But that would need AMD to merge with some very big industry player as well.
 

3DVagabond

Lifer
Aug 10, 2009
11,951
204
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Or if AMD ceases to have the DX12 advantage ...

Console wins are good for keeping AMD afloat but they're not good enough for AMD to be profitable hence their reliance on the recent console effect taking place ...

It's all part of the corporate chess game they've been playing. They just need to start getting a return on all of this hard work. Because they have put the long yards in getting the ecosystem favorable to them.
 

Adored

Senior member
Mar 24, 2016
256
1
16
It's not a huge market but it would be a whole lot more easier to compete there than competing with Intel ...

AMD stopped being primarily a CPU company with Faildozer and their most recently successful business relies on their GPU expertise ...

AMD will always be a CPU company first because that's where the money is. It's no harder competing vs Intel than it is vs Nvidia. Actually in some ways it's harder competing vs Nvidia because of Nvidia's mindshare.

Remember when Cypress was owning Fermi and they only got 50% market share? Well they hit 50% vs Intel as well at one point in the early 2000's, but Intel had to bribe their way out of trouble.

AMD just needs to leverage GPU to take some desktop market back from Intel. Nvidia has no future in PC anyway, every year they get more marginalised to the high end - a high end that won't accept all the broken console ports coming their way.
 

airfathaaaaa

Senior member
Feb 12, 2016
692
12
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AMD will always be a CPU company first because that's where the money is. It's no harder competing vs Intel than it is vs Nvidia. Actually in some ways it's harder competing vs Nvidia because of Nvidia's mindshare.

Remember when Cypress was owning Fermi and they only got 50% market share? Well they hit 50% vs Intel as well at one point in the early 2000's, but Intel had to bribe their way out of trouble.

AMD just needs to leverage GPU to take some desktop market back from Intel. Nvidia has no future in PC anyway, every year they get more marginalised to the high end - a high end that won't accept all the broken console ports coming their way.

speaking of consoles when you gonna upload the part 2?
 

Adored

Senior member
Mar 24, 2016
256
1
16
Just working on the images now, honest. ;D GF is sitting nearby asking "when you gonna start work instead of trolling forums"
 

airfathaaaaa

Senior member
Feb 12, 2016
692
12
81
@Adored

If you are doing that video, don't forget to add this simple fact that NV can spoil AMD's master plan simply by sponsoring the PC port. Like Rise of the Tomb Raider, and the upcoming Mirror's Edge (http://forums.anandtech.com/showpost.php?p=38182278&postcount=146).

Basically they have the cash to spend on key AAA title to ensure GCN tanks. These key titles will often be ones in tech site benchmarks.
well given the specs it needs it shouldnt be a problem (unless they pull another pcars with effects that cant be disabled...:sneaky: )
(tho i dont know for how much they can pull this thing off since more and more wins will come around )
 

cytg111

Lifer
Mar 17, 2008
23,561
13,122
136
i wanted to buy when it was 1.90...

should have.

I was waiting for beta silicon of zen to make my move. Well, this happens.
(meaning, I am not touching it, not shorting it, no nothing. Wtf is going on.)
(selling out tech and patents to copy-all china?)
 
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Mahigan

Senior member
Aug 22, 2015
573
0
0
Like Silverforce, I saw what AMD was up to for 2016/2017 and stated that we wouldn't recognize them by end of 2016. I'm sticking to that statement.
 

raghu78

Diamond Member
Aug 23, 2012
4,093
1,475
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Like Silverforce, I saw what AMD was up to for 2016/2017 and stated that we wouldn't recognize them by end of 2016. I'm sticking to that statement.

I feel Zen is AMD's most important product in terms of financial impact and thus the real recovery of AMD happens in 2017 with Zen server and enthusiast desktop chips, Zen APUs with HBM2 for server and consumer markets. Polaris/Vega will start off a recovery but Zen needs to be a home run for AMD to thrive and not just survive. Thus imo I think it will take mid-late 2017 for AMD to show a significant improvement to their financials.
 

Madpacket

Platinum Member
Nov 15, 2005
2,068
326
126
AMD will be fine. If I wasn't so heavily invested in crypto I would buy a few thousand shares. People here calling the death of AMD probably just a little miffed with their Intel and nvda stock dipping down.
 
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