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.

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