ShintaiDK
Lifer
- Apr 22, 2012
- 20,378
- 145
- 106
While I agree GF execution isn't the best -- Intel's capacity is just larger period. Even if GF execution was perfect they wouldn't be able to produce as much as Intel.
Frankly, Intel enjoys quite the market position at the moment. What really hurts their competitors (AMD, and soon ARM) is that in order to get a decent return on all that capital, they have to sell a lot of units. And in order to sell a lot of units, they have to price low. And if they price low, they're going to start killing competitors who have traditionally relied on hiding in the low-end off...
Right now I think AMD has a great value proposition in their Bobcat and (soon) Trinity APUs. I'm really happy with my DM1z, and I'm really hoping they introduce a DM1z with Trinity (they currently offer a higher-end one with an i3). That would be a fantastic laptop for lots of common productivity tasks. The hope is that if AMD continues to sell as many 32nm chips as GF can produce, that will give AMD enough $$$ to invest in R&D, and it will also give GF enough $$$ to invest in R&D and additional production capacity down the road.
Rory kinda showed us the way. The future is Brazos and Trinity. It cant be long till the FX and Opteron lines are EOLed so AMD can focus on what they are still good at.
Also AMD is looking at TSMC. I think the AMD+GF relationship is over. AMD payed GF to get out of the fixed contract because it hurts AMD. Thats not something they did for fun and jiggles.
So as I see it, AMD goes on in the lower segments they now target and GF is becoming the continual joke of the foundry business. While TSMC got a new large customer in the form of AMD.
And unlike GF, TSMC got both the expertice, power and money to do the R&D. TSMC is multiple times bigger than GF. And we all know being small means you die soon in this business.