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Intel internal memo highlights competitive challenges AMD poses
A recent post on Intel's employee-only portal titled, "AMD competitive profile: Where we go toe-to-toe, why they are resurgent, which chips of ours beat theirs," has found its way to Reddit and offers a fascinating glimpse into how Intel perceives one of its largest competitors and the challenges it is posing to some of its divisions.
[...] Penned by Walden Kirsch as part of "the latest in a Circuit News series on Intel's major competitors," the piece notes how AMD was the best-performing stock on the S&P 500 last year and enjoyed its second straight year of greater than 20 percent annual revenue growth in 2018. One of the reasons for AMD's resurgence, Kirsch surmises, is its strategic re-focus on high-performance products in the desktop, datacenter and server markets.
Specifically, Kirsch highlighted AMD's use of TSMC's 7nm manufacturing process, victories in public cloud offerings and its next-gen Zen-core products as factors that will "amplify the near-term competitive challenge from AMD."
[...] The company believes its 9th Gen Core processors will beat AMD's Ryzen-based products in lightly threaded productivity benchmarks as well as in gaming benchmarks. With regard to multi-threaded workloads, Intel said AMD's Matisse "is expected to lead."
Soon to be discontinued internal news series.
See also: Platform Storage Face-Off: AMD Upsets Intel
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(Score: 2) by DannyB on Thursday June 27 2019, @04:36PM (4 children)
The Intel Inside sticker might soon act as a purchasing deterrent.
The sticker is a signal that bad things are inside. Management Engine. Endless new speculative execution vulnerabilities and attacks. Unique serial numbers.
Intel's buildings should have the Intel Inside sticker
asphyxiatedaffixed to the building.The amount of rust code in Linux has grown.
The amount of rust code in Linux has groan.
(Score: 2) by etherscythe on Thursday June 27 2019, @06:38PM
Unique serial numbers.
Think of the "unlicensed replica enterpreneurs"!
"Fake News: anything reported outside of my own personally chosen echo chamber"
(Score: 0) by Anonymous Coward on Thursday June 27 2019, @07:27PM
yeah, they need to focus on trustworthy, secure hardware with complete FOSS support. AMD is still not 100% in this regard either so there is an opportunity.
(Score: 4, Informative) by turgid on Thursday June 27 2019, @08:17PM (1 child)
That happened before, in the days of the Pentium IV which was designed for high clock frequency (marketing) over actual performance. AMD was busy with Hammer (Athlon, 32-bit) and SledgeHammer (Opteron, 64-bit) with a much better microarchitecure, meanwhile intel was away sailing the itanic into the iceberg. Then AMD took it's eye off the ball (let go its talent) and intel recovered. AMD got its talent back, got a new generation of chips.
I refuse to engage in a battle of wits with an unarmed opponent [wikipedia.org].
(Score: 5, Informative) by DannyB on Thursday June 27 2019, @08:40PM
I remember that. The focus on clock cycles over actual performance. AMD's better chips, for a while. The Itanic. And let's not forget that Intel threw in the towel on the Itanic and we got the AMD 64 instructions. Forever called by that name. Just to rub Intel's nose in it.
The amount of rust code in Linux has grown.
The amount of rust code in Linux has groan.