Now that AMD doesn't have to finance its own fabs anymore, I would say they are in a better way now than previous CPU attempts.
I am not worried about them getting more market share than Intel, I want them to get adequate market share that will continue to finance their R&D.
Intel continues to finance the R&D of its nodes as well as its CPU cycles. This close attachment served them well as long as they could meet their dates and output.
In this case it caught them and allowed enough time for AMD to get momentum.
If Intel 10nm node met its dates and volumes, the conversation would be a little different today.
This is stuff they will be reading about in business schools in the next 5-10 years.
I am not worried about them getting more market share than Intel, I want them to get adequate market share that will continue to finance their R&D.
Intel continues to finance the R&D of its nodes as well as its CPU cycles. This close attachment served them well as long as they could meet their dates and output.
In this case it caught them and allowed enough time for AMD to get momentum.
If Intel 10nm node met its dates and volumes, the conversation would be a little different today.
This is stuff they will be reading about in business schools in the next 5-10 years.
Comment