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posted by chromas on Thursday June 27 2019, @04:57AM   Printer-friendly
from the why-we-fight dept.

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
AMD Ryzen 16 Core 5.2GHz CPU Benchmark Leaked, Crushes Intel's i9 9980XE
AMD Ryzen 5 3600 6 Core, 12 Thread CPU Tested on X470 Platform – Single-Core Performance On Par With The Core i9-9900K
AMD Ryzen 7 3800X Benchmarks Leaked, Crushes Intel's i9 9900K in Multi-threaded Performance

Related: Intel's Processors Lose More Performance From Vulnerability Mitigations Than AMD's
AMD and Intel at Computex 2019: First Ryzen 3000-Series CPUs and Navi GPU Announced
HP Boss: Intel Shortages are Steering Our Suited Customers to Buy AMD
AMD Details Three Navi GPUs and First Mainstream 16-Core CPU

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  • (Score: 4, Informative) by turgid on Thursday June 27 2019, @08:17PM (1 child)

    by turgid (4318) Subscriber Badge on Thursday June 27 2019, @08:17PM (#860677) Journal

    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.

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  • (Score: 5, Informative) by DannyB on Thursday June 27 2019, @08:40PM

    by DannyB (5839) Subscriber Badge on Thursday June 27 2019, @08:40PM (#860687) Journal

    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 most difficult part of the art of fencing is digging the holes and carrying the fence posts.