It does not work that way. Intel has released multiple financial reports with a literal 1% net income. AMD was at 22% for the last one IIRC.Without the market share, AMD is leaving Intel with 9.5 billion war chest. If Inrwl one day uses the money wisely, AMD could end up with no market share and no margin (as has happened countless of times).
If AMD had brought massive volume and aggressive time to market (no paper launches!), they could've completely overrun the market by now.It does not work that way. Intel has released multiple financial reports with a literal 1% net income. AMD was at 22% for the last one IIRC.
What you spend to run the company is spent. It's the remaining booty that you can qualify as a proper war chest.
But I do agree with you, AMD's slowness or unwillingness to just pump more volume has been bothering me. Hopefully that will change with that rumored SFX4 node contract for lower tier stuff, at least.
If AMD had brought massive volume and aggressive time to market (no paper launches!), they could've completely overrun the market by now.
It's telling that despite the massive comeback AMD bas made in the past 8 years, they only have 20% of the CPU marketshare.
Rembrandt and Phoenix were amazing parts compared to Intel alternatives (more efficient, better iGPU) but they failed to make a dent on Intel because AMD failed to bring them to market in the proper time at sufficient volumes.
Zen 5 CPU configs, for the APUs.
Strix, Krackan, Sonoma Valley.
Considering what's being said about Zen 5, 40%+ IPC improvements accompanied with same or slightly better clocks, along with killing Zen 4, all excuses are going to get kicked out.AMD did the volume play with the 4870 and RV770, it is not effective, you get a bump in marketshare but you have to shrink the margins such that you make less actual money despite the increase shared. It is not like 4870 was once and done either because the 5870 was a good card and was the 1st with angle independent AF and with the 480 coming in late and hot it had a good spell without any competition.
The point is everyone keeps saying 'do the volume play, do the volume play' and then AMD do it and they still buy Intel / NV or whatever because it is a ploy to force those companies to lower prices rather than being a healthy choice for AMD long term.
I'm not saying it's deliberate but someone claims Zen 5 is 40% faster core-to-core and somehow it becomes 40% higher IPC. This conflation keeps going on and on and seemingly among people who should know better.
No one expects clock rates to increase much but haven't we learned from Zen 4? Frequency may be higher than you think and IPC will be lower than you think.
So there still seems to be some confusion about the name: Kraken, Krackan. I read Krackan to often to be a spelling mistake. But otherwise, what the hell should Krackan mean?Strix, Krackan, Sonoma Valley.
Wait so canonically Intel wins by cheating???
Different slides say different things, it's weird.So there still seems to be some confusion about the name: Kraken, Krackan. I read Krackan to often to be a selling mistake. But otherwise, what the hell should Krackan mean?
Let's settle with "Kackling". Named after whoever keeps giving a different name to troll people.Different slides say different things, it's weird.
Die name is Krackan but on the product roadmaps it was Kraken since 2022 (back when it was still a Zen5+ and RDNA4.5 duo).So there still seems to be some confusion about the name: Kraken, Krackan. I read Krackan to often to be a selling mistake. But otherwise, what the hell should Krackan mean?
I know.I'm not saying it's deliberate but someone claims Zen 5 is 40% faster core-to-core and somehow it becomes 40% higher IPC. This conflation keeps going on and on and seemingly among people who should know better.
No one expects clock rates to increase much but haven't we learned from Zen 4? Frequency may be higher than you think and IPC will be lower than you think.
Inverse multithreading.Wait so canonically Intel wins by cheating???
Schrodinger's Slide.Different slides say different things, it's weird.
AMD did the volume play with the 4870 and RV770, it is not effective, you get a bump in marketshare but you have to shrink the margins such that you make less actual money despite the increase shared. It is not like 4870 was once and done either because the 5870 was a good card and was the 1st with angle independent AF and with the 480 coming in late and hot it had a good spell without any competition.
The point is everyone keeps saying 'do the volume play, do the volume play' and then AMD do it and they still buy Intel / NV or whatever because it is a ploy to force those companies to lower prices rather than being a healthy choice for AMD long term.
Well, sometimes the clowns aren't who we think they are...Sorry, you must be new here.
"My sources got old data". "My source tested an old firmware". "My IPC figure didnn't count games". "My IPC figure got no AVX-512".
The same clowns pushed the Zen 4 killer IPC or RDNA3 brutal leakz. Navi 33 having 4+k stream processors, being a RV770 reborn, with a "whole new uArch" argument countering the questions.
you are getting that still.RDNA3 brutal leakz. Navi 33 having 4+k stream processors, being a RV770 reborn, with a "whole new uArch" argument countering the questions.
The issue with the Terrascale gen was less about the volume play, and more about using a mid-range die as their high end. Keep everything the same, but add a 4970 as a halo card, which thanks to AMD's monumental architectural advantage would have blown GT200 out of the water, and that gen would have looked like the R300 moment AMD needed to recover from Nvidia's G80 moment.
well no, Turing had pretty dog PPA.The main issues for 2000 and 4000 series are just pricing more than architecture.
of course.Back to Zen 5 though and AMD will do what they did in the 64 FX days if they have the clear performance advantage and charge through the nose for it.
Wait so canonically Intel wins by cheating???