Thursday, January 19, 2012

AMD's market cap is only 3% of INTEL

At today's price, AMD's market cap is $4.3 billion. Intel's market cap stands at $130 billion. AMD's market cap is only 4.3/130 = 3.3% of Intel's.

With AMD's innovation and lead in computing technologies, it should worth at least 10 times more.

Intel is becoming increasingly irrelevant in the visual age. It focuses its energy on single threaded linear programming performance. But the world has shifted from such singular view and has broadened its horizons. AMD, with its eight-core CPUs and Fusion APUs, provides 10x the compute power of Intel's offerings(*), at a lower cost.

PS: A reader points to Intel's recent advancement in mobile with its Atom core. We should all commend Intel on achieving that kind of performance/power. But, AMD's Fusion core will likely beat Intel in that area soon.


PPS: No Intelers seem able to argue against this hard ratio: AMD APU = 10x Intel compute power.

* For instance, the LLano APU contains 400+ stream processors in addition to four stars cores.

13 Comments:

Anonymous Anonymous said...

For your reading pleasure:

http://www.tomshardware.com/reviews/medfield-krait-smartphone-mobile-soc,3117.html

http://www.extremetech.com/mobile/114149-arm-stiff-upper-lip-trembles-at-intel-medfield


Who is BK now? Who is pulling ahead, who has no fabs?

7:09 PM, January 19, 2012  
Anonymous Anonymous said...

"AMD's market cap is only 3% of INTEL"
right statement, incorrect conclusions! obviously you can't be a ph.d.!
but what we have in these 3%:
- useless low consumption cpus;
- low performance BD - pathetic catastrophe with 5 years history;
- some remnants from former Ati, but useless GPGPU architecture and development support;
- die shrink gpu gaming products;
- amd DDR3 production - IS THE AMDs BIGGEST ACHIEVEMENT :)))

All of this forming the amds low profit profile!
As you would say,
the cpus are too hard for amd ... amd will BK soon :)))

9:11 AM, January 20, 2012  
Blogger Evil_Merlin said...

So Shiradouche, when is Intel going BK again?

AMD is dead in 2012.


I just wish you and Penix would join them.

10:18 AM, January 20, 2012  
Anonymous Anonymous said...

Just a clarifying point:
some remnants from former Ati, but useless GPGPU architecture and development support

While I agree with shit-tastic dev support, their 7970 card is by far the fastest GPGPU compute device available today and also by far the most power efficient one.

But you pretty much nailed the rest: AMD has low market cap because they have low margins, and they have low margins because their hardware plays second fiddle (a distant second fiddle) to Intel.

I was reading earlier regarding GloFo's hope for risk production of 22nm late this year, which means they won't have production-shipable silicon ready until mid to late 2013. And FINFET (aka "TriGate") technology is out at 2015 for the earliest risk production trials.

At this moment, the foundries supporting AMD devices are four years behind Intel, and the gap is getting wider. Do you realize that, by the time AMD can start shipping devices that leverage FINFET, Intel is targetting Silicon Photonics for production? Yes, light-based chips.

AMD's CPU division has already lost, the question is how long they can continue to let that appendage fester until they either cut if off or let it kill the entire company.

Also keep in mind that Intel doesn't even see AMD as a legitimate thread, and is still completely destroying them on all CPU fronts. Intel is after ARM, and after the Medfield demonstration at CES, ARM is now suddenly a lot less mouthy about how Intel can't touch them.

You can argue that Intel doesn't have the better architecture over ARM, but you cannot argue that Intel has an insurmountable lead over every foundry on the planet in terms of their lithography process and the foundry's direct integration with physical CPU layout and routing.

10:18 AM, January 20, 2012  
Anonymous Anonymous said...

Blame it on Hector Ruinz forstupidly buying AMD up front instead of a stategic partnership. That overpriced purchase is still costing AMD on interest alone!

I love how Hector the Wrecker left AMD broken with his concentration of most of the company's resources to Marketing instead of Engineering ("Intel will die since they are trapped with Netburst, we don't have to do any aggressive engineering, marketing is enough").

Now with his Golden Parachute worth millions, no wonder AMD is a wreck. Blaming Intel for everything is BS. I lost my job in the R&D at AMD in 2008 because of that buffoon!

Why Sharikou has no clue about this fact is beyond me. Unless Piledriver is a hit against Haswell, AMD will go the way of Kodak.

11:50 AM, January 20, 2012  
Anonymous Anonymous said...

Funny how Sharikou predicted Intel to BK four times and now this post of his. Just makes him all the more hilarious.

11:54 AM, January 20, 2012  
Anonymous Anonymous said...

I was going to insult you, but considering that this post is one of your least disillusional one, I'll give you a break.

3:20 AM, January 21, 2012  
Anonymous Anonymous said...

Hector had a REAL chance to go for Intel's jugular but instead went on a buying spree. In fact, during that time, Bulldozer was already in the drawing board but was scrapped then resurrected years later.

I agree, a strategic partnership with an option to merge in the long term was a better strategy. It would have given AMD quite the IP for the APUs as well as keep it from financially struggling and it would have given ATI a good steady Fab. All that plus having a huge $ surplus to do R&D and develop the Fabs even more.

It wasn't Intel, competition happens and AMD was compensated anyways with Intel's dirty tricks. It was really Hector at the center of it all. Even Hector's multimillion severance pay would have funded very good engineers longer; enough time to fix Phenom and Bulldozer's problems before launch.

All Sharikou is doing is insult Intel's CEOs which does not earn him any kind of respect. His heavy AMD bias has blinded him for years.

3:34 AM, January 21, 2012  
Anonymous Anonymous said...

The inertia of Hector's blunder was too great for even Meyer to fix...

3:41 AM, January 21, 2012  
Anonymous Anonymous said...

"Hector had a REAL chance to go for Intel's jugular ..."
and then you woke and saw, that amd just got nothing :)))

"His heavy AMD bias has blinded him for years." you are funny!

pathetic shari-like (or himself) people!

6:17 AM, January 21, 2012  
Anonymous Anonymous said...

"Just a clarifying point: ..."

true, that Intel is too big and just can't be compared with amd!

- the dev. support is essential, because I don't care how good chip someone have, if I can't use it at max, now! Just compare 7970 with 6970 and see, that its performance boost is mostly because of the increased elements count! It also pretends to be a new uArchitecture. At micro\architectural pov Ati\amd is far behind Nvidia (est. also ~4 years)!
- "foundries supporting AMD devices are four years behind Intel, and the gap is getting wider" - AGREE WITH!
- "AMD's CPU division has already lost" - AGREE WITH!
- "Intel doesn't even see AMD as a legitimate thread" (perhaps you mean "threat") - AGREE WITH!
- "Intel has an insurmountable lead over every foundry on the planet ..." - AGREE, with some notes
- the x86 and ARM is evolving case and specific matter!
At last, I think, there is some IBM influence in amds downfall, but this is another matter at the areas of the history and company policy :)

6:45 AM, January 21, 2012  
Anonymous Anonymous said...

"we will all need to let go of the old 'AMD versus Intel' mindset, because it won't be about that anymore."

Mike Silverman AMD

8:21 AM, January 21, 2012  
Anonymous Anonymous said...

Shari,

How come you won't answer you cell when it rings?

I can't help to think whether I did something wrong.

I have introspected for a while but I have no clear answers.

Did I penetrate you too hard? Too fast? Not fast enough?

Did you swallow too much? Was it too warm? Too cold? Too viscuous?

You always asked for more, and I gave you all you asked.

Is Baron inside you? Or are you inside him?

Why won't you answer my calls anymore? Please, won't your answer?

I need you. I miss you.

wuttz

3:18 PM, January 22, 2012  

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