<div dir="ltr"><div>It's an interesting theory, but just because Intel is off-schedule.. why would you think AMD is positioned to capitalize?</div><div><br></div><div>1) Do they have the mindshare?</div><div>2) Do they have the software to back up nice hardware?<br></div><div>3) Big machines are contractually locked down years in advance</div><div><br></div><div>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)<br></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Tue, Jul 3, 2018 at 2:39 AM, Jeff Johnson <span dir="ltr"><<a href="mailto:jeff.johnson@aeoncomputing.com" target="_blank">jeff.johnson@aeoncomputing.com</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="ltr">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.<div><br></div><div>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? </div><div><br></div><div>I think we're looking at a repeat of 2003, AMD is about to start eating their lunch for a while.</div><div><br></div><div>Just one guy's opinion, and you know what they say about opinions...</div><div><br></div></div><div class="gmail_extra"><div><div class="h5"><br><div class="gmail_quote">On Mon, Jul 2, 2018 at 8:30 AM, Douglas Eadline <span dir="ltr"><<a href="mailto:deadline@eadline.org" target="_blank">deadline@eadline.org</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><br>
These two stories from SemiAccurate are a bit disconcerting.<br>
<br>
There is a bit of company dirty laundry that make the Krzanich<br>
firing seem silly, but the money statement is:<br>
<br>
"Yields of fully working chips rounds to zero. Intel’s 10nm process flat<br>
out doesn’t work and SemiAccurate’s sources are telling us about the<br>
continuing struggle for Intel."<br>
<br>
SemiAccurate has been following this issue for a while. More details<br>
are available for paid subscribers (anyone here?) Charlie Demerjian<br>
is usually more right than wrong about this stuff.<br>
<br>
<a href="https://semiaccurate.com/2018/06/29/intels-firing-of-ceo-brian-krzanich-is-a-cover-for-deeper-problems/" rel="noreferrer" target="_blank">https://semiaccurate.com/2018/<wbr>06/29/intels-firing-of-ceo-bri<wbr>an-krzanich-is-a-cover-for-dee<wbr>per-problems/</a><br>
<br>
<a href="https://semiaccurate.com/2018/07/02/intel-custom-foundrys-10nm-meltdown-is-crushing-a-20b-market-cap-tech-giant/" rel="noreferrer" target="_blank">https://semiaccurate.com/2018/<wbr>07/02/intel-custom-foundrys-10<wbr>nm-meltdown-is-crushing-a-20b-<wbr>market-cap-tech-giant/</a><br>
<br>
<br>
<br>
--<br>
Doug<br>
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-- <br>
MailScanner: Clean<br>
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</font></span></blockquote></div><br><br clear="all"><div><br></div></div></div>-- <br><div class="m_97967346256480822gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr">------------------------------<br>Jeff Johnson<br>Co-Founder<br>Aeon Computing<br><br><a href="mailto:jeff.johnson@aeoncomputing.com" target="_blank">jeff.johnson@aeoncomputing.com</a><br><a href="http://www.aeoncomputing.com" target="_blank">www.aeoncomputing.com</a><br>t: 858-412-3810 x1001 f: 858-412-3845<br>m: 619-204-9061<br><br>4170 Morena Boulevard, Suite C - San Diego, CA 92117<div><br></div><div>High-Performance Computing / Lustre Filesystems / Scale-out Storage</div></div></div></div></div>
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