Wednesday, May 17, 2017

Can Intel Price War With AMD's EPYC RyZEN

A common and naive misconception of the Intel and AMD rivalry is that Intel can always conduct a price war against AMD. Macquarie Research's Srini Pajjuri asserts that "[a]ny share gains by AMD will likely be met with aggressive pricing actions by Intel, which could severely limit AMD's margin expansion hopes." Such view is way too simplistic. Intel does not have the freedom to arbitrarily lower prices. In fact, since the RyZEN launch, we have not seen any major price reduction by Intel. Why?
The reason is simple. Doing so would lead to the implosion of Intel's revenue and profits, something Intel can't do and will not do.
Consider the limit in which Intel lowered all of its product prices to $0 and gave away its products for free for a year for the purpose of limiting AMD's market expansion (assuming no regulatory restraints and shareholders are silent). Intel's revenue would be $0 for a year, and suffers billions of dollars in losses. AMD's Ryzen 7 1800X would have to surrender to the now free i7 6950k. But still, there would be people willing to pay AMD a hefty premium for the 32 Core EPYC and ThreadRipper 16 core CPUs that Intel can't offer. And the Xbox and PS4 game console business will continue to maintain a lower level survival for AMD.
As you can see from this extreme scenario, when AMD commands the top tier, Intel's price war will hurt itself more. A reasonable assumption is that any pricing action by Intel will tend to maintain its own revenue and profitability levels.
In his AMD May 16, 2017 Financial Analyst Day presentation, Jim Anderson showed the key statistics that can provide analytical insight into the competitive landscape: 45% of the PC units are in the mainstream and below market, but generate only 21% of the revenue; 55% of the PC units are in the premium segment, but generate 79% of the revenue.
Let ASPm be to the average selling price (NYSE:ASP) of a mainstream & below CPU, and ASPp be the ASP of a premium CPU, U being the total units, and REV be to total revenue. We have:
REV = ( 45% * ASPm + 55% * ASPp) * U
Now, assuming Intel performs a price adjument in the premium segment by a factor of F, the total revenue will be (assuming the ratio of premiumum PCes stay the same):
REV = ( 45% * ASPm + 55% * F* ASPp) * U
Thus, the change in revenue will be:
dREV/REV = 0.55*(F-1)*ASPp/[ 45% * ASPm + 55% * ASPp]
ASPm * 45% * U = 0.21 * REV
ASPp * 55% * U = 0.79 * REV
Therefore, ASPp = 45/55 * 79/21 * ASPm = 3.07 ASPm. In other words, the ASP of premium CPU is 3x of the mainstream/below CPUs. And,
dREV/REV = 0.79* (F-1)
Assmuning Intel cuts its premium CPU prices by 20%, i.e., F = 0.8, then the change in TOTAL revenue will be
dREV/REV = 0.79 * (0.8 -1) = -15.8 %.
In other words, if Intel cut its premium product ASP by 20%, Intel's total revenue will fall 15.8%.
You may ask, what happened in the past? There were two scenarios.
When AMD could only compete in the mainstream/below market, Intel could cut prices in the lower end to limit AMD, while slightly increasing ASP in the premium segment to maintain its own revenue/profits.
When AMD commanded the premium segment with the AMD64 and Opteron, Intel resorted to anti-competitive means to limit AMD's access to the market. Intel was later fined over a billion dollars and paid AMD roughly a billion dollars in settlement, but the damage had been done.
Today, the situation is different. AMD commands the price/performance in the premium market, and Intel's anti-competition practices are more or less under control.
For Intel, market share loss is inevitable. What can Intel do?
To maintain its revenue level, Intel will have to INCREASE prices.
It is simple math.
Disclosure: I am/we are long AMD.

Thursday, January 30, 2014

Comment on Mantle Boost

Joel ,

You ought to take a lesson in logical reasoning.

Mantle mostly helps in "CPU bound" situation does lead to a conclusion that "it’s actually for boosting low-end CPUs."

CPU-bound vs. GPU-bound is a relative comparison of a GPU and a CPU. While low-end CPU is the result of a comparison between CPUs. One measure (CPU/GPU) simply cannot lead to another (CPU/CPU).

You could have a PC with the highest end CPU currently available, but still being CPU-bound due to the GPU being even more powerful. In such a case, Mantle will offer big gains. Similarly, you could have a low-end Celeron paired with a even lower GPU, and Mantle will help a bit but not much.

Wednesday, January 22, 2014

AMD 1Q04 Guidance Up 25% YoY

AMD had the great 4Q03, which showed a 9% sequential growth from 3Q03.
1Q04 will be down sequentially, but is guided up 25% from 1Q03, from 1.09 billion of revenue in 1Q 2013 to 1.36 billion in 1Q 2014.

AMD put the 8-core Jaguar AMD64 APUs used in XB1 and PS4 into the Graphics category. If you count the XB1 and PS4 as CPUs, you see AMD CPU business increasing at a 40% rate. This is AMD's way of getting more business without alerting Intel, which is a one-trick-pony, but has the resources to acquire the necessary IP. PC business is in perpetual decline. AMD's strategy is to become an chip solutions provider, not a PC component maker.

AMD is no longer endangered by Intel's price wars and illegal marketing ploys. With 55% of its revenue from the non-computing solutions group, AMD has disengaged from Intel's claws. 

AMD's marketing cap is 50% of its revenue. NVDA has less revenue than AMD, but its market cap is 3x of AMD. If AMD can distance itself from the declining PC market, its valuation should be at the same level of NVIDIA or more. The Shorts of AMD like you to treat AMD as a dying company. But AMD has stabilized on its own turf, and is thriving on its broad IP portfolio, which can't be matched by Intel.

Friday, January 17, 2014

Now Intel is fragged

ExtremeTech  shows HSA enabled AMD Kaveri frags Intel Haswell i5-4670S by being almost 500% faster in a LibreOffice Calc test

Thursday, January 09, 2014

AMD is no longer just a chips provider

It has become a solutions provider.

It is on a different level from one-trick-ponies such as INTEL and NVIDIA.

NVDA is dead man walking. It lost the gaming market, as the gaming industry standardizing around AMD hardware and APIs; it lost a major chunk of the pro graphics market; it is far behind in OpenCL performance; and it is the hopeless underdog in cryptocurrency mining.

Once HSA gets more software support, Intel will also find its x86 cores no match to AMD APUs.

Tuesday, December 24, 2013

The genie is now out of the bottle

"The shorts are playing with fire," says one Seeking Alpha reader. Yes. They totally misunderstood and underestimated AMD, which has the broadest and greatest IP assets in the WHOLE semiconductor industry. No other company on the planet can match AMD in terms of IP wealth and innovation. For years, Intel spent huge amounts of cash to suppress to contain AMD. Intel paid billions of dollars to the vendors for not using AMD, while copycatting all the AMD innovations-- from x64 to multi-core. Containment failed. The genie is now out of the bottle. 

In the new chip-convergence era, the world finds that AMD and ONLY AMD has all the necessary IP blocks by itself. 64 bit server strength compute (AMD64, ccHT, IMC), GPGPU, Fabric and the architecture to link these together. Micorosoft and SONY chose AMD not because they love Intel+Nvidia less, but because ONLY AMD has the technologies. Both Intel and Nvidia are essentially on-trick-ponies in a convergence world.

AMD's wins in the PS4 and XB1 are just the beginning.

Shorts@AMD can expect to lose a USD$5.5 billion total.

Friday, December 20, 2013

AMD Mantle is gonna smother Intel Haswell

Oxide says


Wednesday, December 11, 2013

Litecoin Millionaires-to-be are flocking to the mine

Ordered four AMD R9 290s last night, there were five in stock, quickly made an order, and got the following message in the morning:


We're sorry, but although your order was in stock at the time it was placed, it is now out of stock and cannot be shipped at this time.  We regret any inconvenience.
Order was entered on Wednesday, December 11, 2013
Items Ordered
R9 290 4GD5 MSI Video Card R9 290 4GD5 Hawaii Pro 4GB DDR5 PCIE3.0 Retail [MSTI0J1] - (Qty 4)
- Was originally in stock, but is now out of stock.


You could get rich quick by mining Litecoins. An AMD R9 290 can mine 15 Litecoins in a month, that's over 600 USD of value, minus 100 or so electricity cost, the profit is about $500/month. With 20 such GPUs, the profit becomes $10,000/month.

Quick road to six figure income without any education requirement.

Both Xbox One and PS4 should be very good mining rigs if software is available. I wonder AMD Mantle could improve mining power.

PS: on eBay the R9 290 sells for $1000

Friday, December 06, 2013

The New Compute Metric: Price-Per-Coin

The new performance metric for the compute world is now Price-Per-Coin.

In case you haven't noticed, high end AMD Radeon GPUs are getting increasingly hard to find and ever more expensive. I just found this out this hard fact this morning when trying to gather the parts for a Litecoin miner. A single Litecoin is worth about $40 right now, and the Litecoin market is more than one billion dollars.

My old AMD 6770 GPU can only mine one coin in 15 days or so. I need something powerful.

Go to, and you will see the relative performance of GPU miners. You buy hardware based on the Price-Per-Coin metric if you want to have a good profit margin as a miner. AMD is more than 2x faster than Nvidia. Intel Haswell is about 10% of AMD and can be totally ignored.

BTW, Litecoin is designed to be prohibitively expensive to mine with ASIC.

Tuesday, December 03, 2013

PS4 and XBox One Sales May Reach 30 Million in 2014

SONY announced that it had sold 2.1 million PS4 in just two weeks. This was better than PS2, which had sold over 150 million units in the first 5 years.

Microsoft sold over 1  million units and XBox One within the first 24 hours of its launch.

Based on these numbers, I project that PS4 and XBox One will have a combined sale of more than 30 million units in 2014.

AMD will rake in more than 3 billion in revenue and over 500 million in profits from these future-proof consoles.

Also, AMD Mantle is being adopted by more and more game developers; HSA is bringing the true integration of massively parallel GPGPU compute to frag Intel's Haswell cores.

Intel and Nvidia are out of game.

Thursday, November 07, 2013

AnandTech Benchmark shows GTX 780Ti Slower

AnandTech has a Nvidia GeForce GTX 780 Ti Review by Ryan Smith, where he claimed to show the Nvidia card 11% faster than AMD's R9 290X. I didn't read how he did his arithmetic, but reading the graphs, it appears that AMD won most of the time.

So I did an exercise of calculating the performance ratios of the two cards based on Mr. Smith's numbers of gaming performance. The result clearly shows that the AMD R9 290X (running at the 55% fan speed mode) is faster than the GTX 780 Ti by at least 1.4%.

See the excel table below. I checked the data entry twice, correct me if you find any errors.

Sunday, October 20, 2013

Commentary on Ashraf Eassa's Tragedy

Mr. Eassa at SA wrote the this sentimental piece:

And below is my response:

AMD failure to dethrone Intel last time was not solely due to its own fault. AMD's success was then based on major innovation in CPU, namely AMD64 coupled with HyperTransport, IMC and multi-core.

The problem was, Intel secretly copied the AMD64 instruction set into its Netburst architecture. Intel's illegal monopoly also thwarted AMD's market effort. Many companies had been paid by Intel not to use AMD. This gave Intel the time to copycat AMD in all aspects. Intel even used multi-chip shared on an FSB to fake multi-core. Although Intel later had to pay billions of dollars for its illegal moves, the damage to AMD was done.

This time is different.

AMD is integrating three pieces of intellectual property: AMD64, GPGPU and Fabric. 

AMD64+GPGPU leads to PS4, XBox One and more visual computing client deals.

AMD64+Fabric will grab a major chunk of the cloud data center.

Yet another weapon AMD has is the ability to do ARM64. 
ARM64+GPGPU and ARM64+Fabric will be equally potent.

According to some rumors, the next gen AMD chips will have Fabric built-in.

The new AMD is about system level integration on a single piece of silicon. 

Where does Intel stand?

In the APU front, Intel tries to copycat AMD by integrating 3rd party graphics with its x86 cores, but its reliance on third party technology is a major obstacle to its journey to the other bank where AMD is leaping ahead. A plausible proposal for PS4 and XB1 would be an Intel CPU+Nvidia GPU, but both Sony and Microsoft chose the 8-core Jaguar. Microsoft and SONY chose AMD not because they loved Intel less, but because they loved AMD technology more.

With its heavy investment, Intel has always been ahead on FAB process. But that advantage has not stopped ARM from taking over the mobile world nor provided Intel significant performance or efficiency lead over the 28nm process used by the rest of the chip industry. According to Intel, 14nm is going to provide a 30% boost to power efficiency, but that's hardly earth shattering.

More importantly, Intel lacks system level integration.

Friday, October 18, 2013

AMD's transitioning to profitability and beyond

PC will continue to decline.

30% of AMD's revenue now comes from SOCs.

50% of AMD's business will be in new high growth product segments.

More SOC deals to come besides XBox One and PS4.

More Cloud server deals to come.

Friday, October 11, 2013

Intel is a one-trick pony and is very afraid

According to this report,    after the AMD-Verizon Cloud deal, Intel "call[ed] in some of their pro-Intel media to write ..  FUD piece" against AMD.

 Intel is very afraid.


A convergence is going on in chips, but Intel is a one trick pony caught off guard. Intel is missing two major paradigm shifts. One on the client, and one on the server.

On the client front, Microsoft and SONY chose AMD not because they love Intel less, but because only AMD has the solution.

Intelers can brag that their Haswell chips are faster than the 8-core Jaguar in serialized compute load. That is probably true.

But "so what?" is the response from the engineering departments of Microsoft and SONY.

The future is about Visual and Parallel Computing on a single die. No Intel chip can match the 5TFLOPs commanded by GCN 2.0. And with HSA and OpenCL, applications can fully exploit the massive prowess of the APU (Accelerated Processing Unit). 

The situation is hopeless for both Intel and Nvidia.

Stranded in the intellectual property wasteland of GPGPU world, Intel has only one possible way out: getting help from Nvidia.

But even assuming that haughty Mr. Huang agrees to take over Intel's helm, an Intel +Nvidia combination will be too little too late. If you look at the recent benchmarks of AMD GCN 2.0 and Nvidia GTX 7xx, you note that the AMD chips is 2x faster than Nvidia in compute. That is a huge gap and that gap is enlarging.

On the server front, Intel is also missing a major piece of intellectual know-how. The SeaMicro Fabric is indeed revolutionary. The interconnects predating AMD Fabric bridged CPUs and memory banks, and the cloud was based on software virtualization of CPUs.

But the AMD Fabric changed the game, it virtualizes networks and hard drives in hardware, and share them among CPUs. Such technology should be the prerequisite for real cloud computing. 

The employment of Fabric technology will soon be written into the definition of Cloud Compute. Real cloud has fabric. Cloud without Fabric is an emperor with no clothes.

Now you understand, AMD has Intellectual Property assets in (1) CPU; (2) GPGPU; (3) Cloud Fabric, and Intel only has 1.

AMD has the complete set of DNA to father all kinds of custom products. Eager partners, such as SONY, Microsoft and Verizon, all contributed their own genes into their own brain children. And people generally love their own children more than adoptive kids.

Intel may tried to copycat the AMD model, but there is a problem: its only relative strength is in linear computing.

Intel is thus a one-trick pony, and it is afraid.


Monday, October 07, 2013

AMD is smart to let vendors design their own machines

People are usually more emotionally attached to their biological children than adopted kids.

AMD is fathering a lot of brain children, XBox One, PS4, and now Verizon Cloud compute. The most notable pattern is that AMD provides the core genes, but lets its customer design the final product.

Both XBox One and PS4 have the same core AMD intellectual traits, but they differ quite a bit in the selections. Microsoft and Sony injected their own genes into the boxes.

Verizon did not just buy finished AMD micro-servers, it co-designed the system with AMD with hardware modification to suit its software needs.

I predict that AMD's smart strategy will be copycatted by Intel soon.

Thursday, September 12, 2013

Intel Bay Trail has weak visual performance

Even Anand can't deny the numbers.

BTW, I predict that AMD will enter mobile markets with its own 64-bit ARM based APUs. Phones and Tablets need more the 4GB memory soon.

Friday, September 06, 2013

AMD's ARM based Opteron will hurt Intel real bad

The main thing Intel uses to hold the industry back is the x86 instruction set.

AMD's ARM based Opteron will have no competition, unless Intel decides to also  contribute to the death of Intel instruction set.

In either case, AMD will be in a much better position.

Very smart move by AMD.

Sunday, June 02, 2013

Intel Haswell Peformance -- LOL Anand is such an Intel pumper boy

Anand at just published a review of Intel's Haswell CPUs. He started by worshiping Intel Haswell with words like "the most amazing thing",  "the single largest improvement",  "completely redefines the expectations", "the epitome of polish and evolution".

Then it comes with the his benchmark numbers. When operating with load, the Haswell i7-4770K(3.5GHz) consumes 113.2 watts, while the older i7-3770K (3.5GHz) consumes 101.1 watts.

Anand obviously noted that the Haswell consumes 11.968% ~ 12% more power than the Ivy Bridge (well Anand's number was 11.8%, I guess he might have run into one of those FDIV errors, but this minor error does not affect our general conclusion and we should not hold anyone liable). But Anand was quick to direct our attention to the very fact that Haswell i7-4770K is 13% faster than the previous generation.

So, Haswell is 13% faster but consumes 12% more electricity. What about performance-per-watt improvement?

PPW = performance/heat

PPW1/PPW2 = p1/h1 / (p2/h2) = p1/p2 * h2/h1 = 1.13/ 1.12   = 1.0089 = 100.89%.

In other words, Haswell's performance-per-watt is only 0.9% better than Ivy Bridge. Folks, that's less than 1%.

 Moreover, 0.89% is definitely within the margin of error and sample deviations, and it is safe to conclude that Haswell is no better than Ivy Bridge in terms of performance per watt.

Anand, though probably not a Ph.D.,  is certainly an intelligent person. So, the question is, why was Anand so high on so small an improvement?? Where did all those hyper words come from?

Monday, May 20, 2013

Refuting Arnold Frisch's Article at SeekingAlpha

The arrogant tone in Mr. Frisch's article is typical of Intel. But face the reality.

In the past decade, Intel has become a simple copycat of AMD technologies. AMD invented AMD64 (x64), multi-core x64, HyperTransport, ccHT, EMC (embedded memory controller), to name a few. Intel copycatted each and every one of these AMD innovations, without even acknowledge AMD's technological leadership. Intel can do this with impunity because of the cross-licensing agreements with AMD.

But AMD innovation in the APU arena finally leaves Intel in the dust.

AMD's control of the 3 gaming consoles is testimony to the APU paradigm shift. Anyone who failed to realize the importance of these developments have very little understanding of the ongoing convergence in computing. Any Inteler who fails to acknowledge the significance of this watershed development is in denial.

Intel has very little left technology wise, though it can still exercise monopoly power in x86, the industry is shifting away from that market.

Intel can still brag about its process technology, but even in this area, Intel's lead is shrinking. The FinFET Mr. Frisch mentioned is not invented or owned by Intel, it's done by university researchers. Other FABs are rolling out FinFET faster than Mr. Frisch claimed. TSMC will start 16nm FinFET chips in late 2013. GlobalFoundries will start 14nm FinFET production in late 2013 in their state of the art FAB8.

The author is naive to assume a faster processor must take over the slower one. Not so. Measure ARM against Atom, even though the Atom is slower than AMD Brazos, the Atom is faster than ARM. Why people are buying Apple IPads with ARM inside? People buy systems, not CPUs. An slower ARM CPU plus fast Apple iOS is much better than a faster Atom CPU plus crashing, bloating MS Windows.

What Intel lacks over the past decade is system level innovation. The stuff Intel is bragging about, the FinFET implementation, is indeed physics. But everyone else is using the same tools made by Applied Material and the like, Intel has no inherent advantage in using someone else's machinery. TSMC and GloFo are buying the same tools. Google TSMC FinFET, and GlobalFoundries FinFET 14XM, and enlighten yourself on the world out there. GloFo has the brain power of IBM research behind it, superior to anything Intel.

Right now, AMD is leading one of the convergence trend: GPGPU+CPU. Intel is at least two generations behind AMD in that regard. That's why both Xbox 720 and PS4 will be on AMD, with eight AMD64 cores and a supercomputer strength GPGPU, interconnected with hUMA.

What's more important is that Microsoft operating system and application software are being written specifically for AMD hUMA, which means Intel is out of the game.


Friday, May 03, 2013

AMD APU for Apple --

In the past decade, every time AMD innovated, Intel copycatted  AMD's innovation, while suppressing AMD's market expansion with its monopoly power.

AMD invented AMD64 (x64), multi-core x64, HyperTransport, ccHT, EMC (embedded memory controller), to name a few. Intel shamelessly copycatted each and every one of these AMD innovations, without even acknowledge AMD's technological leadership.

Intel can do this with impunity because of the cross-licensing agreements with AMD.

But AMD innovation in the APU arena finally leaves Intel in the dust.

Why? Hasn't Intel copycatted the APU concept from AMD also?

It is true Intel has also copycatted the APU design from AMD by integrating CPU and GPU. But AMD has acquired all of ATI's assets, and there is no cross-licensing of core ATI technologies with Intel. Furthermore, Nvidia has no interest in lending Intel a helping hand. As a result, Intel can only license second class graphics cores from obscure sources.

With AMD's control of the next gen game consoles, including PS4 and the rumored Xbox 720, and with the ability to custom design APUs equipped with high performance GPGPUs, Intel is playing a hopeless game of catch-up. Only Nvidia can help Intel, but even if Mr. Huang is willing to, it is probably too late.

Don't be surprised if the next gen Apple iPad runs on an AMD designed APU integrating ARM CPU cores and AMD Vision cores.

Tuesday, October 30, 2012

AMD may bring the end to x86

AMD's ARM based Opteron will cause a major plate tectonic shift in computing.

AMD is enslaved by the x86 instruction set controlled by Intel's licensing restrictions. With ARM, AMD can finally break free and dominate.

AMD has everything in its own sleeves: CPU, ccHT (cache coherent hypertransport), embedded memory controller, GPGPU and the Fabric. With the advent of Windows for ARM, the world can finally live without x86.

In five years, x86's share on desktop and mobile will be substantially reduced. In ten years, x86 will be almost gone.

Sunday, May 27, 2012

AMD Trinity Beats Intel i7 in Compute Performance

We know that Trinity destroys Intel i7 in 3D visual performance. If you look closer, Trinity is faster than Intel in many other areas. Check out the PCMark 7 benchmark scores below. Trinity soundly beats Intel i7+ Nvidia GPU in both creativity and computation.

Thursday, May 17, 2012

Rory Read can think outside the box

Finally, AMD found someone who can do it.

Wednesday, May 16, 2012

Trinity Destroys Intel i7-3920XM Extreme Edition

AMD's Trinity is 48% faster than Intel's Ivy Bridge Extreme i7-3920XM
Intel i7-3920XM specs:

Launch Date
Processor Number
# of Cores
# of Threads
Clock Speed
2.9 GHz
Max Turbo Frequency
3.8 GHz
Intel® Smart Cache
8 MB

22 nm
55 W
Recommended Customer Price

Tuesday, May 15, 2012

AMD Trinity Battery Life 44% Longer than Intel Ivy Bridge

According to AnandTech. Also, the Trinity has 31.4% longer battery life than Ivy Bridge.

Monday, May 14, 2012

AMD says Intel Ivy Bridge having trouble doing 1080p

AMD’s head of desktop and software product marketing Sasa Marinkovic:

“30fps at 1080p is not something [Intel] can do easily with Ivy Bridge” Marinkovic says, but Trinity can.

Sunday, May 13, 2012

Intel CEO Sounds Very Irritated At Apple

hmm.... why?

Wednesday, May 02, 2012

Review: Intel CPU plays HD better than a slideshow

Very interesting review here:

As expected, the AMD E450 smashes the Atom D2700 in performance. In 3DMark the AMD chip gets a score of 2430, while the Intel achieves a pitiful 500!!

The Intel D2700 can't even play HD video continuously, though the reviewer says it's better than a slide show.

But, what is more surprising is the fact that the E450 built with TSMC's bulk 40nm process consumes LESS electricity than the Intel D2700 under load.

Tuesday, May 01, 2012

Intel Ivy Bridge Fragged by Old AMD A8 3870K

The old LLano 3870K frags Intel Ivy Bridge i7 3770K by a healthy 40% in 3DMark 2011.

Monday, April 16, 2012

SeaMicro Fabric + MIPS64 Low Power Core?

That combination seems to be a good one. Current x64 CPUs are still much more power hungry than the simple RISC chips.

Wednesday, March 21, 2012

GF Yields Doubled for AMD

AMD and GlobalFoundries made a major announcement today. AMD's Roy Read commended GF for "doubling of yields on 32nm". AMD will also use GF's 28nm HKMG processes, which "are qualified and ready for design-in today."

GF's FAB1 (former Dresden FAB of AMD) can now output 80,000 wafers per month.

That kind of capacity ought to be enough quench the APU thirst of Apple, HP, Lenovo, HP, Acer and others.

Thursday, March 08, 2012

Intel's Sour Grapes Untruth Exposed

In the past few days, we heard Intel execs saying that SeaMicro begged for Intel's acquisition, and Intel was unimpressed. The press, always ignorant, was thrown into confusion and doubt.

Now, SeaMicro's Fred Weber, former CTO of AMD, politely pointed out the truth without directly accusing Intel of lying.

According to a SeaMicro spokesperson, Intel "incorporated features into its roadmap at SeaMicro's request ... organized and facilitated numerous meetings with [SeaMicro] senior executives and participation in its own events, including a joint press conference just over a month ago ... "

But, "at no time did a SeaMicro executive, employee, agent, banker, approach Intel about selling SeaMicro to [Intel]."

It is ironic that AMD is gonna frag Intel with stacks of tightly packed Atoms.

No wonder Roy Read is laughing out loud.

But, if Fred Weber is telling the truth, the way to prove it is to sue Intel for defamation.

Tuesday, March 06, 2012

The World's First 4GHz x64 CPU Now Available


Thursday, March 01, 2012

AMD's Apple Plan

Intel makes and sells a lot of CPUs, it owns 80% of the PC CPU market, but its market cap is only 25% of Apple.

With the SeaMicro acquisition, AMD will start selling cloud computing servers equipped with Intel's Atom chips.

The reason is simple. AMD's new CEO realizes that it is in the business of making money. And the Apple story says selling finished highend products brings in more profits.

The AMD SeaMicro technology shows that you actually don't need powerful and complex chips like the 16 core Opterons or Xeons, a bunch of Atoms can achieve similar effects. In ApacheBench for web performance, a single 10U AMD SeaMicro server with 512 Atoms can outperform 45 dual socket quad core servers, but uses 25% of the power and space consumed by the latter.

Intel would have no objections to that statement.

So that's how AMD is shifting its focus from the struggle with Intel to corporate profitability.

If Intel wants to grow like Apple, it will need to rethink its own goals too. A monopolistic mindset bent on deriving profits by eliminating competition does not seem to work well in the internet era.

Saturday, February 25, 2012

Adobe Flash is such a piece of junk

It crashes so often. Sometimes, it only crashes the browser, but a lot of times it crashes the whole computer. Now, this should never happen with a robust OS, but apparently, Windows 7 is so vulnerable, the bugs in Adobe Flash can crash the OS...

No wonder Steve Jobs said Adobe Flash people are lazy, and Flash does not fit Apple standards.

According to Jobs, "Apple does not support Flash because it is so buggy. Whenever a Mac crashes more often than not it’s because of Flash. No one will be using Flash."

Since Mac is BSD Unix based, I wonder whether the Intel Core i5 CPU is a part of the cause of those Flash crashes in the Macs.

Thursday, February 23, 2012

ATI Graphics Picture Quality Is Much Better

I was using an ATI GPU, the graphics looked very good. Today, I tried a Nvidia GPU, and was shocked by how pale the graphics looked. The whole screen looked kind of washed. No adjustment could make it better.

Now I am back to the ATI GPU and appreciate that how rich the picture looks.

Thursday, February 16, 2012

Nvdia and Intel both cracked under AMD pressure

In their effort to catch up with AMD, both Nvidia and Intel seem have suffered from capricious and imprudent execution. Nvidia's 28nm GPU is getting pitiful yields. Intel had to fake DX11 at CES and now it is reported that Ivy Bridge is a bridge too far -- it is being postponed to after June 2012.

Meanwhile, Trinity is shipping and there is apparently no shortage of 7000 GPUs.

Friday, February 03, 2012

Those who shorted AMD may join the OWS

AMD unveiled its battle plan: using its know-how in CPU+GPU to grow the APU gene pool. We will see Power+AMD and ARM+AMD soon.

The 17watt Trinity APU that is being shipped to OEMs for Ultrathin notebooks performs at 2355 in 3D Mark Vantage. In comparison, the 17 watt Sandy Bridge Core i5 2537M scores 1158. In other words, Intel's Ultrabook performs at a little less than 50% of the 17watt AMD Ultrathin, at least according to this particular benchmark, which emphasizes HD/3D visual experience.

The 25 watt version of Trinity hits 3600 3D Marks.

There are 90 million shares short in AMD. Lots of losses will be incurred during the squeeze.

Time to protest? The OWS movement has soup line open for them.

Sunday, January 29, 2012

Core i7 gaming issue

I was at a friend's home, and he proudly showed me his Core i7 machine equipped with dual graphics card. He played BF3, with pretty high settings.

However, every 5 minutes or so, the screen froze for a few seconds, sometimes right in the battle. In one scene, the friend entered a train, facing some enemy dude with a knife. The friend was about to pull the trigger... Suddenly the screen froze, frenetic hammering on the keyboard could not instill life back to the on-screen characters.

The good thing was, the machine did not BSOD and the game resumed. But my friend (or his role in the game) found himself stabbed in the rear and fell to the floor... probably during the momentary freeze of time.

I wonder how many people have such experience.

Wednesday, January 25, 2012

INTC down, AMD up

AMD released its earnings yesterday.

INtel 4Q2011 PC revenue was sequentially down 5% from 3Q2011. The Thailand flood is said to cause some hard drive supply constraints.

AMD's 4Q2011 computing solutions revenue was up 5% from 3Q2011. However, AMD's GPU business was down somewhat. Overall, AMD achieved slight revenue growth from 3Q2011 to 4Q2011.

INTC stock trends down today, while AMD is up.