How Chip Giant AMD Finally Caught Intel 

Absolutely, someone being qualified to be in a high position should not be the outlier that it is, lol

@reptarien Actually, is more common than what u think. From top of my head. Jeff Bezos(EE) - Amazon Elon Musk(Physics) - Tesla Tim cook(IE) - Apple Satya (EE) - Microsoft Sundar(ChE) - Google Lisa (EE) - AMD I think intel is falling behind because they have too many business people on the top making stupid decisions.

@Juan Nunez My professor said that Elon is not an engineer. He’s a businessman who works with engineers

@Your Good Friend he didn't even get the physics degree lol. He was largely in business degree, and later found out most of his "I have engineering background" was exaggerated. There's this whole thread by capitolhunters that analyzes his claims based on recently disclosed lawsuit info. He was so lucky because immigration system was lax enough to let him stay without valid OPT (he dropped out). If he was born as a GenZ or late millennial, he would've been deported.

That can be said for so many fields. Weapon manufacturing is one. Suits shouldn't make the choices. AMD needs better marketing. Koensiegg is a real recent one.

Well yes, she's a MIT superstar PhD.

"Doctor" Lisa.

politics aside, its great that she convinced the currrent administation of the importance of chip making. Its wild that China is taking our video game chips and converting them into government/military.

I love Lisa Su!

Outstanding,,

Intel is like a plane. When you start to sink down, it takes time to see the stock fall. But when you're going down, it takes a while to curve the stall and go back up. Intel has had a financial officer as CEO for the past 20 years, and it has allowed AMD to secretly steal more and more market share. Pat Gelsinger is a brand new CEO and now is trying to pull Intel back. He is much better than any other CEO, as he is not scared to make Intel non-profitable for a couple years, if its a long term investment in Intel. He will build its foundry business up and in 5 years they will be much bigger than AMD.

Mama Lisa Sue for the W

@J-P Intel is still a much bigger company than AMD and it's not even close.

Steve Jobs laughing at you from his grave

@Vigilant_1 lol shutup dude if it weren't for AMD being the middle man between Intel and Nvidia you'd be seeing monopolized prices right now

Fun fact. Lisa Su and Nvidia CEO are relatives.

@ArhangeL that’s actually not true. This rumor may came from both of their parents are immigrants from Tainan Taiwan.

@S Huang You beat me to it

And hired Jim Keller to create the Ryzen architecture*

Ah, the repeating downfall of companies controlled by bean-counters.

AMD CEO Lisa Su is a Chinese woman.

@Ice Cube *Taiwanese

@Wiraya Pradnyadaka literally no difference. Kashimir is not India tho

@Louis D You've obviously never met a Taiwanese person.

No. Su is an engineer. Jobs was a marketer. Did they save the company in their own way? You could say so. But their approach was not comparable.

It was actually Sam Naffziger who helped AMD. He was the one who had to spend so much time trying to convince AMD that chiplets were the way to go in the future.

@KevDawg1992 yes he did. but it takes a engineer to understand another engineer. had it been any regular management ceo he would have never found his voice

@Sumit Shrestha No, it always depends, engineers are prone to going down the wrong path as anyone else.

They definitely have some very different personalities and strengths, but I do think that Su has done a lot for AMD.

I'm surprised as I always hear gamers go on for AMD for some time. Asked me back years ago I would say INTEL plus NVIDIAAs AMD was the cheap option. Obviously building a super gaming computer is a lot more nuanced with drivers and software bit I always hear how AMD is either competitive or better.

@Diana Pennepacker Its because the enthusiast market is A) A very small portion of sales and B) Most enthusiasts will say AMD and still buy Intel/Nvidia.

Was Intel for a long time. Now I am pure AMD for my CPUs. Even big tech-tubers like Jay from Jayztwocents are becoming AMD fanboys.

@TheSlickmicks No, Jay uses what has been best for his use. i.e. "Epic Gaming and Rendering PC Upgrade Video - Jayztwocents went Intel" 😜✌

Still using the MSi laptop I bought 5 years ago, back then by all the metrics AMD was still lagging in performance, so I specced Intel/NVIDIA, and it still performs well with the SSD package, but are you saying, perhaps in another few years when this rig finally can't play some games I might be better off with AMD?

bets part is they could use it on the cache dies of the new gpus, and then with that extra cache not be bandwidth limited so they can then double the core count since they are no where near the reticle limit (like nvidia) since they got that big cache off of there

Typical CNBC 😒

@Silano Not really as rest was accurate. It's something that jumped out to me because of a modest background in electronics. The presenter doesn't have that. Honest mistake

Oh, I didn't hear the narrator saying resistor. It must be my brain using auto-correct and assumed she said transistor. 🤣

@Tom Manseau How would the presenter who you suggest has no "modest background in electronics" even know to even utter the word resistor?

@Allan Okay, start with the simplest part. Computers make decisions using on and off signals, i.e. 1 & 0 respectively. Resistors are analog. Transistors in computers are desinged to act digitally turning on and off making all of those compute cycles possible. If you know what both are then there's no confusion as to what is the most important to computing power.

It's healthy to have serious competition, to keep one on his/her toes, something apparently the Chinese --- or at least those they promote to rule over & to make life and death decisions for them --- don't believe in. Anyway, I remember, as noted here, that a few years ago, AMD was known mostly as a player in the gaming industry, whereas Intel ruled everywhere else in high-end computation. And, yes, I still remember a time (working with students) that Apple was so insignificant, so small, it literally begged students, teachers, and schools to take its products. But it caught on soon afterward, both as a luxurious and as a high-end technology everyone who's eccentric, creative, or fashionable wanted... all over the world!

really back in the 2000 nobody would buy a PC with AMD processor.

Both great companies, I wish Cyrix was still around. We need the competition to keep advancing technology and making it cheap.

I wish there are more than 2 companies that produce advance chip

@Navyseal168 why. Why do you need more than 2companies? Ir serves no real purpose because the best ones arw still gonna be on top. When you consider the cost, not everyone can make chips, even if you own a machine.

And don't forget, only one real factory for making machines that can make chips. Lookup --> ASML the Netherlands.

ASML is the only firm in the world capable of making the highly-complex machines that are needed to manufacture the most advanced chips. These EUV machines, which cost approximately $140 million each, are sold to a handful chipmakers giants including TSMC, Samsung and Intel. With a market value of around $350 billion, Dutch-headquartered ASML is a little-known tech juggernaut that’s set to keep on growing in line with the insatiable demand for semiconductors.The 37-year-old company, which has over 31,000 staff, is the only firm in the world capable of making the highly-complex machines that are needed to manufacture the most advanced chips. These machines, which cost approximately $140 million each, shine exceptionally narrow beams of light onto silicon wafers that have been treated with “photoresist” chemicals. Intricate patterns are created on the wafer where the light comes into contact with the chemicals, which are carefully laid out beforehand. ASML sells the relatively rare EUV machines to a handful chipmaking giants including TSMC, Samsung and Intel. Each machine reportedly has over 100,000 components and it takes 40 freight containers or four jumbo jets to ship. Last year, ASML sold just 31 of these enormous pieces of equipment, according to its financials. It has sold over 100 in total.

Well the pandemic was a wake up call. This is why the Chip Act was created.

@NLX78 Technically, ASML don't really 'make' those EUV machines. They have partners (like Zeiss who makes the mirrors for the EUV machine), that supply them the parts or software for the EUV machine and assembled them in the Netherlands. Majority of it shares are owned by US financial firms, which probably explains why the US government was able to get ASML to ban the sale of their EUV machines to China.

That's why i built an Intel Alder Lake Core i7-12700K ( made in the USA) system and cheap MSI Z690 motherboard without the nonsense from Taiwan and China specially with overpriced graphics cards (also made on Taiwan), Intel UHD graphics is so insanely underrated saving me from these difficult times.

I would’ve liked to see them discuss that too. Even though AMD started off licensing the x86 instruction set that Intel created, it was actually AMD that developed the 64 bit extensions that became AMD64, and they actually license that back to intel! Intel might have been the original creator, but both companies have done a lot to advance the state of the art.

AMD also made the first dual-core desktop CPU (Athlon64 x2). Intel managed to beat them to quad-core only by combining two dual-core CPUs into a single chip package.

@bhfootballer26 And thank the heavens it happened that way. Imagine a world where Intel was successful with Itanium. It would've been really bad for consumers.

@bhfootballer26 And that was the result of a giant legal battle between both AMD and Intel. It ended with Intel and AMD cross licencing x86 and x86-64 respectively to the other company.

@bhfootballer26 Indeed. AMD has been the little company that could and giving Intel a run for their $$ going all the way back to the 386 DX40.

intc now has eng ceo - loosing marketshare in chips / gpus to intc in recent qtr

yep, good ol' Itanium IA-64. AMD was also first to true multi-core

lmao

aka the Itanic

1) The video is for generic public - so no techno-lawing appassionados. 2) If I remember well it was about 64 design (not "implementation"), and Intel had to pay, to AMD, something like patent royalties.

Excessive heat, bad mathematics, poor working under pressure, glad I leaved amd cpu - unprecedented performance on Intel chips even with 4 cores in most low i3 series says alot.

@Maker ofStartup Exactly lol.

I built an AMD machine about 20 years ago also. The most unstable wreck I've ever had. All my friends at the time had Intel, no problems for them. I now have an AMD laptop which is fine, but then 3 other Intel PCs. The latest Intel is better than the latest AMD in almost every aspect, in terms of price for performance and pure performance.

@mintymus Yes you are almost right. AMD chips for PC is not as stable and reliable compare to Intel chips if run for 24/7 365 non stop.

@Zen Lei Except for I didn't run mine 24 hours nonstop. Whatever the use case, AMD chips were just not stable. Even today, I don't have an AMD CPU but I do have a 6560XT GPU...guess what? A new bug makes it so supporting just dual monitors is glitchy. AMD needs to get their drivers right.

The fact that AMD created the x86/x64 while Intel haven't released a single copy on their CPU they were planning to release.

Why are you a intel fanboy? Is that what came in your pre-built and you want it to be good to justify you purchase or something?

My first self-built computer was an AMD Athlon X4, then I built a new PC with an Intel Core 2 Quad Q6600, then upgraded to a Xeon platform, then I went back to AMD FX-8350 Bulldozers, after going through three fried Bulldozer CPUs I switched over to Intel Core i9-9900K. To date, my home PC has a Core i9-9900K, 64GB RAM, and an RTX 3090 24GB GPU. On the other hand, my Work PC has a first gen AMD Threadripper 1920X (12-core/24-thread), 128GB of RAM, and a dual GPU config RTX 2070 8GB and GTX 1660 Ti 6GB. All 7 of my laptops have Intel CPUs, I've never owned an AMD CPU laptop. I have a QNAP TVS-672XT NAS that's powered by Intel. It's currently running a Core i3 processor, with 32GB of SoDIMM RAM but I'm going to upgrade both the CPU and RAM to a Core i9-9900T (35Watt) CPU and 64GB of SoDIMM RAM, respectively. The NAS currently has 6 x 8TB Western Digital Reds NAS drives and contains 2 x 1TB NVMe M.2 drives in RAID-0 for caching. I'm going to upgrade the 2 x 1TB NVMe caching drives to Inland Performance 4TB M.2 NVMe drives for a total of 8TB caching. Each Inland Performance 4TB drive has a TBW rating of 6,000TB or 6 Petabytes. The NAS has a dual port Thunderbolt 3 card installed and an open PCIe slot. I may throw a dual 10GbE network card in there some day, but I won't need it now since it already has a 10GbE port built into the chasis. I work in IT as an NSA (Network Systems Administrator) and I have a 10GbE network at home, I have a 24-port 10GbE IBM switch that serves as the backbone to the 10GbE network. MSRP of that switch brand new was around $1700, but I got it used for under $200. My home router is a heavily modified Intel Nuc 9 Extreme, Core i9-9980HK CPU with 64GB of DDR4 SoDIMM RAM, 1 x 500GB M.2 NVMe boot drive, 2 x 2TB M.2 NVMe storage drives in RAID-0, the GPU PCIe slot contains a dual 10GbE SFP+ Intel Network Card, the secondary PCIe slot contains a 4-Port Intel 1GbE Network Card. The compute unit itself comes with 2 x Thunderbolt 3.0 ports that I can use for extra networking expansion of 10GbE or storage expansion connected at the speed of up to 40Gbps.

@Network Engineerhat does any of that have to do with amd/intel competition..

@kyra AMD chips used to be ass, people forget ryzen is new. My first cpu was also an AMD athlon, thing was terrible. that will turn you into an intel fanboy

*China

@Louis D LOL silly bot

@Louis D that one 🇨🇳 is apparently behind 🇹🇼 when it comes to chip technology

Taiwan is the original china. Look up in history

- "Lisa Su is an exceptional scientist" Is she really "exceptional" as scientist (instead of from example good or very good)?

@Ado Atero i mean she is excellent

@Le Kang OK. I took a look at her resume, and at it's impressive.

@Ado Atero 😂😂

Ironically, i plan to buy an AMD Radeon card for my Intel system because Alder Lake is revolutionary for my music production stuff (Apple is so overpriced but absolutely ridiculous efficency) and NVIDIA costs like a kidney for some reason even for old still descent cards and i will loose so much going chiplets instead of monolithic SoCs. Obviously i always recommended AMD to friends but the Intel Core i7-12700K is an anomaly right now, same for the Ryzen 9 5950X and i5-12600K and 13600K.

@Saricubra I do music production too among other things. My next build I plan do a 5950x or MAYBE consider going to AM5 I currently have an i7-9700k. I'd need a whole new board and everything. And while AMD is my favorite for what they've been able to accomplish, I'm really grateful for my i7 still works like a champion and that I don't NEED to upgrade if I'm not ready (and tbh I'm not) it also has onboard graphics.

@James Delano 12th gen i7 is already a massive upgrade over your 9th one and is 330 on amazon right now.

I'm going team red for the first time, when the new AMD GPUs drop. Happy for AMD, finally an end to Nvidia's monopoly. Cause Nvidia made one bad move after another recently..

I do as well, granted I bought the 6800 xt while it was insanely over priced haha but at least I could get it. For the last few years buying graphics cards were insanely expensive if you could even find one just crazy. I hope AMD keeps it going I've been a fan since late 90's. I was sad when they were near death for so long. And yeah their new CEO brought them back to life thank goodness, keeping intel honest and actually progressing because without competition we would still be on pentium 4 and 64mb of ram.

AMD surviving isn't 'genuinely awesome' as Intel needed a competitor else it would have been broken up due to competition rules.. What is awesome is Nvidia are worth more than AMD & Intel combined without having 'any skin' in the 'duo-monopoly' x86 market..

@Neil I wish this was true. From what we've seen the last fifty or so years, America's anti trust agencies like to look the other way when it's about the hardware or software industry. And I honestly don't get how you can find a monopoly like Nvidia awesome.

Jesus Ioves youz[xc]\xz[c]\z[x

AMD also made major architectural errors with Bulldozer, which wasn’t even a true multiprocessor CPU (but claimed to be). For six years they fell significantly behind Intel, but they made a great acquisition in Jim Keller who designed the core of the Ryzen architecture.

Nope, 13th gen is a different story.

@Raju Aditya he might mean power efficient. i9-13900k runs close to 300w to match the 7950x which runs at around 180w when stress testing for about the same performance.

@A Casual Music Listener 7950x runs up to 230w ppt, which is around 310w in practical loads. 13900k is slightly less efficient yes, but not by a lot while being a whole node behind.

@Nobody it runs hot and uses a lot of power. Intel is still using 10nm, for some reason. They will fall behind next gen. Once 3d vcache AMD cpus come out in January, Intel will sink.

@Raju Aditya read buddy read! OP said hedt/server space.

Agree. Intel got became too bloated and comfortable

From The Motley Fool 🤔 "AMD stock fell to a low of $1.61 per share in July 2015. At this level, $5,000 would have bought an investor around 3,105 shares. At the current price of roughly $91 per share, this investment would hold a value of about $282,640 -- a return of approximately 5,550%. This far exceeds the roughly 110% return for the S&P 500 over the same period. Also, the stock may have more room to grow as many analysts still consider AMD a hot growth stock."

If I invent a time machine, I could go back and buy some.

@Ken Smith I bought 1,000 shares when it was $5 sold it since I was a naive investor out of high school :(

@Sammicches Gaming I bought a 400 hundred shares when it was at $10 in 2017, still holding some of those. Honestly the stock is cheap right now on a p/e basis and growth will probably reaccelerate by 2024. I wouldnt be surprised if at some point it crosses the $300 level if you have a few years to wait.

it is 2$ in2014.

How'd last month treat you with your Tesla stock? Ouch.

@mintymus badly to be completely honest

Lets hope amd keeps it up, I also now have an all amd PC and was proud to do so. Loved them in the early 2000's but they were always behind and with some weird problem. I do hope though they can get more chips from the US and not hurt the US by outsourcing because China is a real threat.

And now AMD is both slower and more expensive...lol

Fond memories of my first DIY PC with K6-233 over the P233 back in 1998 - price for performance being the determining factor - I kept that one!

As a result, your builds were far less technically advanced over the years...including now.

They kinda sucked between 2010 and 2017. The Bulldozer architecture was flawed and was simply not competitive with Intel’s lines during that period.

@mintymus How much is far less in your eyes? Because as far as I'm concerned AMD has never fallen below 40-50% of the performance in any given generation of their competitors even in their worst times even with the FX series blunder or even better Vega...To be completely honest the fact that AMD created the 64 bit instruction set back in 2003, along with true independent multicore CPU's can't be ignored. AMD definitely wasn't good in the CPU department from 2009-2016, and GPU hardware from 2016-2020.

@Marc A. Brown 40-50% = far less.

@KingKaitain AMD was a good value proposition at that time, at least. They just didn't have anything to compete at the high end.

she is probably why the single thread speed is lower and why they took so long

Being a female is a liability. Because companies will normally pick a man for CEO rather than a woman being all thing equal.

not to mention she has a phd. she's extremely acomplished, and it's obvious,

@Defective Clone thwyre related but it's very far. Irrelevant far

The focus of the piece is on AMD and Lisa Su, as it should. But the reporter / producer Katie Tarasov deserves a lot of credit for the production value. I watch CNBC a lot, but don't recall seeing Tarasov or her name before. I hope to see more of her pieces in the future.

TSMC also announced a new 7billion usd plant in Japan.

Of Course, replacing an old i7 Intel system with a newer system will also improve performance. That's not so amazing. This is just an AMD promotion video. Want to see more an independent view. Intel and NVDIA are improving as well. iX, 12th and 13 gen, RTX technology. Maybe AMD is a better choice with price and system performance for the big companies where prices does matter. AMD is absolute at the top if prices doesn't matter. Have a complete Intel based 12th gen system and a RTX videocard. It came not at top, but 3th place is not so bad. AMD was at the top. But if you look at the prices? It was much cheaper to choose for Intel and NVIDIA system than for an all AMD system with top products. Note: PCI-E 4 class M.2 NVME? Just choose Samsung NVME M.2's much higher performance than the reads/writes you have stated .

Dude been enjoying PCIE4 performance since intel 11th gen on my laptop, which AMD does not have during that generation

Every CEO of AMD has been an Engineer, yes even during their bulldozer years, so you could equally say having an engineer as CEO is a bad idea.

@Nova H u need to hire Asians. Periodt

I don't know what you're saying because here in our country AMD chips are so cheap. Budget gamers here can buy a decent APU Ryzen 5 4600G, 4650G, and 5600G for only 100-108 USD. Ryzen 5 3600 and 5600 are only around 128-140 USD which is insanely cheap compared to Intel. On the GPU department, AMD is so freaking cheap, the price to performance ratio is exceptional. Nvidia on the other hand is 2 to 3 times overpriced here. No wonder AMD is such a big hit in my country.

@Godfrey Arbiol Those CPUs are 2-3 generations old...hence the pricing. Im talking about their current generation.

Ryzen series was like AMD's come back.

I upgraded my 1600x after 5 years to a 5600 for only 150€. Great improvement.

"back in the day" (twice) ??; "the tables have "CHANGED" ??;-TURNED- " went all IN"??-OUT-

That's it sorry.

They are doing exactly that as of this 7000 generation, they are including encode and decode for all main codecs as well

Yeah that's the problem of both Intel and Nvidia being so dominant for so long. Intel and Nvidia have had the budgets for high quality software engineers to assist software companies to add in support for their specific hardware. So yes, AMD needs to get to the point to where they have the same thing, a highly skilled software engineering dept. that can assist companies with software that will take the best advantage of AMD GPUs when installed.

AMD confused its advantage and started doing what intel used to do when they were ahead. Their last flagship CPU was launched at $700 and intels last flagship cpu launched at $590, $110 difference or almost 20% difference in price for... almost the same performance, they still do have them in efficiency, but really? Then almost immediately after that AMD reduced price of their CPUs to undercut intel. But while everyone was like "thanks amd for bringing back competition" before now it's intel doing it and even if people go for amd chip they can actually thank intel for saving them $120(if buying 7950x). Just shows that AMD is still just a corporation and they are not that much better than intel when they get ahead and that is why it's best not to be a fanboy of any brand and just buy cpu/gpu/whatever that gives you best performance for your money.

@Piki Poki I agree. The way some get conned by corporate marketing is silly. Apple in particular is excellent at conjuring up almost a cult-like following. Their marketing projects a virtue-signaling image of social responsibility... then Apple has the most locked software and hardware ecosystem of the major tech brands. fights right-to-repair, oppose unions, keep out competitors to Apple App Store and hammer devs with the App Store tax, and uses third-world labor. There are probably exceptions but for most corporations selling themselves as concerned citizens is a marketing strategy. Companies are uber-capitalists when it's in their interests then switch tunes and cry for socialist regulations when competitors have an advantage. I'm not anti-corporation but that's just the way it is. It's also why the government does have a useful regulatory role to play when some execs get too out of line in their insatiable thirst for money and power.