AMD isnt going to claim 20-30% gains at the biggest tech show in the world when the actual gains are less then 3%. None of the reviews so far released have shown nothing other then results that are meant to drive controversy prior to the NDA being lifted and actual GOOD reviews being published.
AMD is the company which the Senior Vice President claimed that Barcelona would be 40% faster than Intel Clovertown
AMD is the company which the Senior Marketing Director for servers outright lied about upcoming products.
AMD is the company which the CFO gives pie-in-the-sky estimates about upcoming products.
AMD is the company claiming twice the performance/watt for a chip in the same node and adding a small footnote mentioning that it's not really performance/watt, but performance/TDP.
So lying about their upcoming products on CES is a very small step for AMD.
The next 10 years are not going to be at the same rate of chip development we have seen over the past 20 as the process continues to get smaller. When we get beyond 14nm into the 10nm...7nm..2nm process
AMD and a lot of second-tier companies are either pulling out or moving to lagging edge developments. The game is still on for the big players. Intel, Qualcomm, Samsung, Apple and Mediatek. In fact, we are seeing companies reducing the release cycles. Apple, for example, had the first ARM 64 chip on the market, and Intel is moving Atom to the front of their node adoption queue. The market is in fact accelerating, now slowing down. It's smaller companies who have neither the scale nor the financial strength to sustain these rates that are falling behind.
AMD isn't adopting nodes as fast as they could because of two factors. One is that they must move all their CPU production to Globalfoundries, and the subpar foundry is well behind TSMC on node development. The other is because they cannot afford it. AMD (and maybe Nvidia) cannot compete with Apple and Qualcomm for 20nm in their first production runs, they must take the back seat here.