[Beowulf] Intel Storm on the Horizon ?

[C Bergström]

It's an interesting theory, but just because Intel is off-schedule.. why
would you think AMD is positioned to capitalize?

1) Do they have the mindshare?
2) Do they have the software to back up nice hardware?
3) Big machines are contractually locked down years in advance

That leaves small and mid market opportunities... Where can they make a
move in time and how? (Don't get me wrong.. I'm a big fan of AMD and wish
them all the best luck)

On Tue, Jul 3, 2018 at 2:39 AM, Jeff Johnson <jeff.johnson at aeoncomputing.com
> wrote:

> I think this has been oncoming for a while. While Intel has been doing the
> Tick-Tock march for a while they have also been bringing in new concepts to
> get avoid hitting a wall with the architecture.
>
> First it was single to dual to multi-core. Next was pulling devices into
> the die. HBM slated to come into the die. Where do you go from there if
> physics is fighting you at ≤10nm?
>
> I think we're looking at a repeat of 2003, AMD is about to start eating
> their lunch for a while.
>
> Just one guy's opinion, and you know what they say about opinions...
>
>
> On Mon, Jul 2, 2018 at 8:30 AM, Douglas Eadline <deadline at eadline.org>
> wrote:
>
>>
>> These two stories from SemiAccurate are a bit disconcerting.
>>
>> There is a bit of company dirty laundry that make the Krzanich
>> firing seem silly, but the money statement is:
>>
>> "Yields of fully working chips rounds to zero.  Intel’s 10nm process flat
>> out doesn’t work and SemiAccurate’s sources are telling us about the
>> continuing struggle for Intel."
>>
>> SemiAccurate has been following this issue for a while. More details
>> are available for paid subscribers (anyone here?) Charlie Demerjian
>> is usually more right than wrong about this stuff.
>>
>> https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-bri
>> an-krzanich-is-a-cover-for-deeper-problems/
>>
>> https://semiaccurate.com/2018/07/02/intel-custom-foundrys-10
>> nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/
>>
>>
>>
>> --
>> Doug
>>
>> --
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>>
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>
>
>
> --
> ------------------------------
> Jeff Johnson
> Co-Founder
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>
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