- Oct 22, 2004
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It's a big gulf to overcome, that ST performance deficit.
Exactly. It is a big problem for AMD. Bigger than you seem to realise. You are wrong to think that AMD can succeed without addressing it. It cannot be ignored. They didn't spend resources on overshooting the 40% IPC target for Zen just for fun. The performance deficit that is seen in game code is also seen in other important segments (in particular, enterprise server). There is nothing exclusive to game code.
Without a roadmap to address this, AMD would have fallen flat already. PC and server OEMs would not have given AMD the time of day. AMD product line? Partnering? Forget it. Intel will soon enough match core counts and threads — as seen today.
In fact, just today, the AMD share price fell a whopping 11%, in large part due to an analyst report from New Street Research, which initiated coverage on AMD with a "sell" recommendation. What was their investment thesis?
"Our detailed review of AMD's architecture and actual needs of the server and PC markets, combined with our analysis of competitive dynamics between Intel and AMD nevertheless suggest the party might be over soon," Ferragu wrote in a note to clients. […] "We don’t see Intel’s delay in the 10 nm node as a material moving part," Ferragu said. "Moving to the next node increases the performance of AMD chips, but still keeps them largely behind Intel on single-thread performance."
https://markets.businessinsider.com...ets-an-impossible-scenario-2018-10-1027634438
A lot of market analysts still see Intel as unbeatable because of their unassailable ST performance advantage. Incidentally, these are the guys that provide market analysis and advice to big businesses and investors.
Agreed — true — it is a big gulf. The size of the gap seems to be your main argument. Why do you think AMD is incapable of overcoming it? Not even on Zen-aware modern game code?
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