How Chip Giant AMD Finally Caught Intel 

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Chip giant Advanced Micro Devices made history this year when it surpassed Intel by market cap for the first time ever. Intel has long held the lead in the market for computer processors, but AMD’s been on the rise since it acquired adaptive chip company Xilinx in February for $49 billion. Now, AMD chips are in two Tesla models, NASA’s Mars Perseverance land rover, 5G cell towers and the world’s fastest supercomputer. CNBC sat down with CEO Lisa Su to hear about AMD’s remarkable comeback, huge bets on new types of chips in the face of a PC slump, new restrictions on exports to China, and shifting industry trends.
1:51 Making chips
4:01 Going fabless
5:37 Catching Intel
8:17 Geopolitics and PC slump
10:51 Diversification
Produced by: Katie Tarasov
Edited by: Dain Evans
Additional Camera: Andrew Evers, Lucas Mulliki, Jeniece Pettitt, Maarten van Rouveroy
Supervising Producer: Jeniece Pettitt
Graphics by: Mallory Brangan, Christina Locopo
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How Chip Giant AMD Finally Caught Intel

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21 Nov 2022



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Juan Nunez
Juan Nunez 10 meses atrás
What we need is more engineers as CEOs.
reptarien 10 meses atrás
Absolutely, someone being qualified to be in a high position should not be the outlier that it is, lol
Juan Nunez
Juan Nunez 10 meses atrás
@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.
Your Good Friend
Your Good Friend 10 meses atrás
@Juan Nunez My professor said that Elon is not an engineer. He’s a businessman who works with engineers
Drill_Fiend 10 meses atrás
@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.
Diana Pennepacker
Diana Pennepacker 10 meses atrás
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.
B W 10 meses atrás
Her leadership is nothing short of remarkable. It really helps when a CEO actually understands the product the company makes and sells.
Ronald Armstrong
Ronald Armstrong 10 meses atrás
Well yes, she's a MIT superstar PhD.
Sav 10 meses atrás
"Doctor" Lisa.
davy Smith
davy Smith 10 meses atrás
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.
Princess August
Princess August 10 meses atrás
I love Lisa Su!
idrose zainudin
idrose zainudin 10 meses atrás
2 Many Remote Controllers
This is what happens when you have a CEO who is an engineer. If a CEO speaks its business language they will perform well.
J-P 10 meses atrás
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.
gilang ignas raharjo
gilang ignas raharjo 10 meses atrás
Mama Lisa Sue for the W
Vigilant_1 10 meses atrás
@J-P Intel is still a much bigger company than AMD and it's not even close.
Don't Matter
Don't Matter 10 meses atrás
Steve Jobs laughing at you from his grave
Paulo James Minimo Isaac
Paulo James Minimo Isaac 10 meses atrás
@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
gertwallen gertwallen
gertwallen gertwallen 10 meses atrás
Intel had an accountant as CEO for over a decade , offering only marginal tech improvements in their cpus, and relying on monopolic business practices with abusive pricing. It took an MIT EE Ph.D named Lisa Su to knock the giant. It was David vs Goliath, and we consumers are the winners. Thanks Lisa, keep up the good work!
ArhangeL 10 meses atrás
Fun fact. Lisa Su and Nvidia CEO are relatives.
S Huang
S Huang 10 meses atrás
@ArhangeL that’s actually not true. This rumor may came from both of their parents are immigrants from Tainan Taiwan.
Chuck Testa
Chuck Testa 10 meses atrás
@S Huang You beat me to it
Notsoepicbear 10 meses atrás
And hired Jim Keller to create the Ryzen architecture*
King Of Crunk
King Of Crunk 10 meses atrás
Ah, the repeating downfall of companies controlled by bean-counters.
bubblegum 10 meses atrás
She is an absolute beast of an CEO. We need more capable people in the industry like her for significant technological advancements.
M W 10 meses atrás
What Lis Su has done for AMD is nothing short of amazing
Ice Cube
Ice Cube 10 meses atrás
AMD CEO Lisa Su is a Chinese woman.
Wiraya Pradnyadaka
Wiraya Pradnyadaka 10 meses atrás
@Ice Cube *Taiwanese
Louis D
Louis D 10 meses atrás
@Wiraya Pradnyadaka literally no difference. Kashimir is not India tho
doublestrokeroll 10 meses atrás
@Louis D You've obviously never met a Taiwanese person.
lil---lil 10 meses atrás
Dr. Su did for AMD what Steve Jobs did for Apple. No exaggeration. BOTH companies were just months away from dissolving. That's how scary it was for both companies.
Klaus Morgenholz
Klaus Morgenholz 10 meses atrás
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.
KevDawg1992 10 meses atrás
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.
Sumit Shrestha
Sumit Shrestha 10 meses atrás
@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
Churble Furbles
Churble Furbles 10 meses atrás
@Sumit Shrestha No, it always depends, engineers are prone to going down the wrong path as anyone else.
Googlar 10 meses atrás
They definitely have some very different personalities and strengths, but I do think that Su has done a lot for AMD.
OnurTheGamer 10 meses atrás
Finally, AMD is getting the attention it deserves.
Diana Pennepacker
Diana Pennepacker 10 meses atrás
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.
Daniel G
Daniel G 10 meses atrás
@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.
TheSlickmicks 10 meses atrás
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.
Robert Loyd
Robert Loyd 10 meses atrás
@TheSlickmicks No, Jay uses what has been best for his use. i.e. "Epic Gaming and Rendering PC Upgrade Video - Jayztwocents went Intel" 😜✌
Jeff Goddin
Jeff Goddin 10 meses atrás
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?
LUMMOXICIDE 10 meses atrás
AMD's V-cache technology is crazy good, waiting for the next gen already
CadetSparklez 10 meses atrás
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
Tom Manseau
Tom Manseau 9 meses atrás
Correction: Moore's Law stated that the number of transistors on a chipwould double roughly every 2 years. The narator states it was resistors, which aren't the same.
Silano 9 meses atrás
Typical CNBC 😒
Tom Manseau
Tom Manseau 9 meses atrás
@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
Koji 9 meses atrás
Oh, I didn't hear the narrator saying resistor. It must be my brain using auto-correct and assumed she said transistor. 🤣
Allan 9 meses atrás
@Tom Manseau How would the presenter who you suggest has no "modest background in electronics" even know to even utter the word resistor?
Tom Manseau
Tom Manseau 9 meses atrás
@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.
John W
John W 10 meses atrás
Just upgraded my 2018 PC with a Ryzen R5 5600. Unbelievable performance and value. Really am glad AMD is around to keep Intel on their toes!
Kiab Toom Lauj
Kiab Toom Lauj 10 meses atrás
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!
Alarico 10 meses atrás
really back in the 2000 nobody would buy a PC with AMD processor.
Commodore Sixfour
Commodore Sixfour 10 meses atrás
Both great companies, I wish Cyrix was still around. We need the competition to keep advancing technology and making it cheap.
Navyseal168 10 meses atrás
I wish there are more than 2 companies that produce advance chip
Tim Julius P.
Tim Julius P. 10 meses atrás
@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.
T Oadaly
T Oadaly 10 meses atrás
For AMD, getting out of the foundry business was a good move, but I have to say, I find it frightening that the entire world is so dependent on a single foundry company, with all but 1 fab facility in Taiwan and China.
NLX78 10 meses atrás
And don't forget, only one real factory for making machines that can make chips. Lookup --> ASML the Netherlands.
NLX78 10 meses atrás
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.
Carl 9 meses atrás
Well the pandemic was a wake up call. This is why the Chip Act was created.
Carl 9 meses atrás
@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.
Saricubra 9 meses atrás
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.
Robert Dunn
Robert Dunn 10 meses atrás
When AMD released their Zen-based Ryzen processors, it was a literal game changer. I am typing this on my HP Envy x360 with a Ryzen 4700U chip and the performance and battery life you get on it compared to previous AMD devices is mind-blowing.
DrabberFrog 10 meses atrás
When you were talking about AMD's achievements why didn't you mention creating the first X86 64 CPU? That was HUGE. Even today, computers call X86 64 chips AMD64 family even if it's an Intel CPU.
bhfootballer26 10 meses atrás
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.
revengefrommars 10 meses atrás
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.
Carl 9 meses atrás
@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.
Riven 9 meses atrás
@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.
n3Cr0ManCeD 6 meses atrás
@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.
The Oasis
The Oasis 10 meses atrás
Lisa Su deserves all the recognition she receives.
Raving Fan7642
Raving Fan7642 10 meses atrás
intc now has eng ceo - loosing marketshare in chips / gpus to intc in recent qtr
Lionel Alva
Lionel Alva 10 meses atrás
AMD's valuation was down to 4 to 5 billion in circa 2014-2015. It has been such a remarkable turn around for a company that was incurring increasing debt and on the verge of bankruptcy.
adul00 10 meses atrás
As someone passionate about such technologies, and someone working in the EDA industry (helping such companies to develop their chips), I commend, how accurate and thorough the content of this video is. At no point was I thinking, that something was oversimplified or wrong, despite being directed at more of a general audience.
Stephane Gilbert
Stephane Gilbert 10 meses atrás
The video failed to report that it's AMD who design the AMD64 (X86-64) architecture that we still use today. Intel had to drop their own 64 bits implementation and started to make AMD64 compatible CPU instead.
Toxik Waste
Toxik Waste 10 meses atrás
yep, good ol' Itanium IA-64. AMD was also first to true multi-core
Magne M
Magne M 10 meses atrás
Knowbody 10 meses atrás
aka the Itanic
Volty De Qua
Volty De Qua 9 meses atrás
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.
Isaac Torres
Isaac Torres 9 meses atrás
I’ve been a fan of AMD since I built my first PC in high school way back in 2001. It’s been amazing to watch them grow, and now in my late 30s I have built multiple all AMD PCs and they are in daily use in my home. Now my kids are team red! Keep it up AMD!!!
Maker ofStartup
Maker ofStartup 9 meses atrás
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.
Reitairue 9 meses atrás
@Maker ofStartup Exactly lol.
mintymus 9 meses atrás
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.
Zen Lei
Zen Lei 8 meses atrás
@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.
mintymus 8 meses atrás
@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.
Shaun L
Shaun L 10 meses atrás
Great balanced piece! Bravo to the whole team, they really did bring it back from the edge and into a leadership position. They should have mentioned that they surpassed Intel in performance somewhere in the neighborhood of 2.5X faster in server parts! Amazing stuff
Glenn Shoemake
Glenn Shoemake 10 meses atrás
I've always been an Intel fanboy but ever since the Steam Deck and Onexplayer 5800u, I'm overly impressed with AMD and bought AMD stock which I plan to hold for a long time for retirement.
Robert Ågren
Robert Ågren 10 meses atrás
The fact that AMD created the x86/x64 while Intel haven't released a single copy on their CPU they were planning to release.
Chris Barker
Chris Barker 10 meses atrás
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?
Network Engineer
Network Engineer 10 meses atrás
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.
kyra 10 meses atrás
@Network Engineerhat does any of that have to do with amd/intel competition..
Gooburt 10 meses atrás
@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
Ibrahim Anser
Ibrahim Anser 10 meses atrás
Everyone is talking about how what Lisa Su did for AMD. She didn't just help AMD, she helped push the entire INDUSTRY forward
AngelofDeath999 10 meses atrás
Taiwan not only supply most advanced microchips, it also supplies Top Tech CEOs and entretrepeurs
Louis D
Louis D 10 meses atrás
Tony Ko
Tony Ko 10 meses atrás
@Louis D LOL silly bot
Tluanga Sailo
Tluanga Sailo 10 meses atrás
@Louis D that one 🇨🇳 is apparently behind 🇹🇼 when it comes to chip technology
O leary Sbf
O leary Sbf 10 meses atrás
Taiwan is the original china. Look up in history
Josh Mobijohn
Josh Mobijohn 10 meses atrás
The first computer I ever built as a teenager had an AMD Athlon 3200+ and and ATI Radeon 9800 Pro. I was so proud of that computer lol. The original Far Cry, Doom 3 and Half Life 2 were mind blowing to me at the time as a kid coming from console gaming. So cool to see this company grow after all these years. Being rewarded for putting consumers first by being an incredible budget option.
Le Kang
Le Kang 10 meses atrás
Lisa Su is an exceptional scientist and CEO.
Ado Atero
Ado Atero 10 meses atrás
- "Lisa Su is an exceptional scientist" Is she really "exceptional" as scientist (instead of from example good or very good)?
Le Kang
Le Kang 10 meses atrás
@Ado Atero i mean she is excellent
Ado Atero
Ado Atero 10 meses atrás
@Le Kang OK. I took a look at her resume, and at it's impressive.
Placate 9 meses atrás
@Ado Atero 😂😂
Abel Billy Alvarez
Abel Billy Alvarez 10 meses atrás
i'm glad to hear that AMD has improved their chips. I always had a hard time upgrading windows OS in some AMD computers. That's why I always bought a desktop with an intel chip set.
The Benghazi Rabbit
The Benghazi Rabbit 10 meses atrás
Switched to Ryzen on the 2nd gen and havent regretted it. Have a third gen in my rig now and the 2nd gen is still perfectly fine. Well done AMD, keep it up
Kunaii 9 meses atrás
I have a full AMD pc. Their processors and graphics cards are reasonably priced, power efficient and reliable. I'm proud of Team Red for accomplishing so much.
Saricubra 9 meses atrás
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.
James Delano
James Delano 9 meses atrás
@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.
Saricubra 9 meses atrás
@James Delano 12th gen i7 is already a massive upgrade over your 9th one and is 330 on amazon right now.
Stanislav Kimov
Stanislav Kimov 9 meses atrás
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..
Chad Bednarczyk
Chad Bednarczyk 9 meses atrás
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.
Michael 9 meses atrás
AMD has been wonderfully successful at targeting the gaming market. They are in every single Playstation 4, Playstation 5, Xbox One and Xbox X and S... that's a lot of high end chips sold. Not to mention they / the video chip company they bought, were in most preceding Nintendo consoles before the Switch. Again. That's a lot of chips sold.
Blackasthesky 10 meses atrás
The Zen architecture was a small miracle for AMD. It's genuinly awesome that Intel is not the only survivor in the field. The concurrency has driven innovation forward in recent years (for example Infinity Fabric for AMD, Hybrid Architecture for Intel).
Neil 8 meses atrás
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..
Blackasthesky 8 meses atrás
@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.
enrique amaya
enrique amaya 8 meses atrás
Jesus Ioves youz[xc]\xz[c]\z[x
Y e e tlejuice
Y e e tlejuice 9 meses atrás
Watching this on my 5700x pc. What AMD did for CPU advancement and affordability is nothing short of amazing
Orn Jonasar
Orn Jonasar 9 meses atrás
Would be interesting to see how large a CPU/GPU would be if they were at the scale of modern multi-layer PCBs.
luke stevens
luke stevens 10 meses atrás
This has been going on for years. AMD were the favorite before when their chips were better value than intel but then intel got their head down and came back into the fore. It will keep flip-flopping but i guess thats what good competition is for the market
KingKaitain 9 meses atrás
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.
Dumiso Siwawa
Dumiso Siwawa 10 meses atrás
Not only caught, but surpassed Intel. On server and HEDT side, they are so far ahead of Intel. Their desktop CPUs are much more efficient than their Intel counterparts. Dr. Su and her team have done a tremendous job over theast 5 years.
Raju Aditya
Raju Aditya 10 meses atrás
Nope, 13th gen is a different story.
A Casual Music Listener
A Casual Music Listener 10 meses atrás
@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.
Nobody 10 meses atrás
@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.
Steve H
Steve H 10 meses atrás
@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.
Fatetal!ty 10 meses atrás
@Raju Aditya read buddy read! OP said hedt/server space.
turbofanlover 9 meses atrás
I'm an Intel man, but I'm glad that AMD was ultimately able to get their act together and start to truly push Intel. Here's hoping that they continue to do that.
Alex Bakuta
Alex Bakuta 6 meses atrás
Agree. Intel got became too bloated and comfortable
Moa 10 meses atrás
I remember when AMD’s stock price was around $5 a share; I can’t remember the year but; I think it was in the early 2000s.
WiiNV 10 meses atrás
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."
Ken Smith
Ken Smith 10 meses atrás
If I invent a time machine, I could go back and buy some.
Sammicches Gaming
Sammicches Gaming 10 meses atrás
@Ken Smith I bought 1,000 shares when it was $5 sold it since I was a naive investor out of high school :(
Naveen Nandigum
Naveen Nandigum 10 meses atrás
@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 $300 level if you have a few years to wait.
Stephen Yang
Stephen Yang 10 meses atrás
it is 2$ in2014.
Wayne 10 meses atrás
The lawsuit between AMD and Intel was a bigger deal, they mutually agreed to license each others tech. AMD got 32 bit architecture, and Intel got AMD-64 and together it was x86. And combined they sued anyone that tried to intrude into the market through patents.
S. £BBY 10 meses atrás
AMD is one of my biggest positions - one of the few companies I have an exceptionally strong conviction on. Huge prospects for the future growth. It's one of the few companies *next to Tesla * that I am genuinely excited about in terms of future returns. Lisa Sue is an impressive, CEO humble, good at communicating, and executes !
mintymus 9 meses atrás
How'd last month treat you with your Tesla stock? Ouch.
S. £BBY 8 meses atrás
@mintymus badly to be completely honest
andrewszombie 💙💛
andrewszombie 💙💛 10 meses atrás
Love AMD and their revival under Dr Su has been so amazing. She is truly a visionary and a revolutionary in the PC space. I have tons of RYZEN chips.
Robert Bryan
Robert Bryan 9 meses atrás
I've been an AMD guy since the day I built my first PC with a K6. Great performance for the price point. And nowadays, nobody can say they're cheaper because they're slower. Nope. They scream. And their new top end GPUs are a wakeup call to Nvidia as well, who like intel have been gouging and taking the public for granted for too long.
Chad Bednarczyk
Chad Bednarczyk 9 meses atrás
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.
mintymus 9 meses atrás
And now AMD is both slower and more
Umski 8 meses atrás
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!
Michael 9 meses atrás
AMD is amazing. I've been a supporter of them since their 586 upgrade chip for 486 systems back in 1996 or 97. I've used AMD in almost every system that I've ever owned since, including my video graphics cards since they bought ATI. Good quality, integration and performance per cost.
mintymus 9 meses atrás
As a result, your builds were far less technically advanced over the years...including now.
KingKaitain 9 meses atrás
They kinda sucked between 2010 and 2017. The Bulldozer architecture was flawed and was simply not competitive with Intel’s lines during that period.
Marc A. Brown
Marc A. Brown 8 meses atrás
@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.
mintymus 8 meses atrás
@Marc A. Brown 40-50% = far less.
spacetoast7 8 meses atrás
@KingKaitain AMD was a good value proposition at that time, at least. They just didn't have anything to compete at the high end.
Scott P
Scott P 10 meses atrás
I remember when ryzen hit the market in 2017, I told everyone who would listen to buy stock in AMD. Everyone who listened has made at least 5x on their money and if they got out a year ago it would have been 16x.
Mohammad Ishfaque Jahan Rafee
Lisa Su is exceptional engineer, amazing leader and an extremely accomplished CEO. Everyone's opinion is different. But I think repeated mention of female CEO seems a bit derogatory. It's almost as if, she is a good CEO, because she is a female or she was chosen as CEO, because she was female. I would rather have them mention CEO only and let us see for ourselves that she is a woman and women can be good CEOs (Not everyone is a fraud like Elizabeth Holmes).
John Jon Jhon Jonathan Johnson Jonston Johnstar IV
she is probably why the single thread speed is lower and why they took so long
william louie
william louie 10 meses atrás
Being a female is a liability. Because companies will normally pick a man for CEO rather than a woman being all thing equal.
Highborn 10 meses atrás
not to mention she has a phd. she's extremely acomplished, and it's obvious,
Highborn 10 meses atrás
@Defective Clone thwyre related but it's very far. Irrelevant far
Relaxation Paradise
Relaxation Paradise 9 meses atrás
Man she's incredible. AMd is gonna be so good to come if she remains.
Adam Plona
Adam Plona 10 meses atrás
This was a good thing. Better national security and helps the economy. Dr. Su hits a homerun on this one! If the economy was better or is some of us had more money we would upgrade for sure. Always going to need chips. This was investing in the future.
KnSpace 10 meses atrás
I feel that we're at a really exiting point in computing architecture. We now have many really good chip designers.
jamesdond1 10 meses atrás
My company did work for AMD in the mid-1990s. They were tech leaders at the time, and a great company to work with.
harshbarj 8 meses atrás
I'm happy to see AMD winning. I was a massive fan of them back in the K6-2 days when I built my first system as a teen. Then they did great with the Athlon 64 only to fall behind with the introduction of the Core-2 line. It took 10 years, but I'm proud to again have a AMD CPU in my main gaming rig with a Ryzen.
Rubens Martins
Rubens Martins 10 meses atrás
This was surprisingly informative. Great job.
Alexander Walter
Alexander Walter 10 meses atrás
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.
Michael Keudel
Michael Keudel 9 meses atrás
TSMC updated that to $40 Billion now. Like I don' already have enough work to do with Intel, it's never been busier than right now in the semiconductor tool design and manufacturing business. Production is expected to ramp up by 6X's what we're capable now to meet the demand.
earlysda 8 meses atrás
TSMC also announced a new 7billion usd plant in Japan.
kindnuguz 10 meses atrás
The world needs both Intel and AMD. Intel and AMD have been both taking the crown off and on for decades and I love it. 3:29 good old days and the pencil trick, those dots from L1 to L3 with a pencil unlocked the multi. Although that really only gave 200-300Mhz it was still fun times. I still have a bunch of old K6 and K7 CPU's, but the last time AMD was the top dog was a64 \ Opteron days when Intel has a toaster Pentium D, then Intel did Core2Duo then Sandy Bridge and sat on their hands for a long time. Even though I have my Intel system with 13900k and 3090Ti , I'm still going to build an AMD system after December when AMD releases their new GPU's. As long as they have fixed their driver \ software. ATI Catalyst was the worst and really held back their GPU's.
rwhunt99 10 meses atrás
I just hope the focus on improving their power to computing ration in their newest graphics cards. The cost is astrornomical and the power demands are also far exceeding the consumer market. I hope the work to bring the power demands while they increase frame rates.
David Johansson
David Johansson 10 meses atrás
Honestly not a huge AMD fan and I couldn't care less whether their CEO happens to be a woman or a man. But what Lisa Su has managed to accomplish with AMD is nothing short of amazing and I'm sure she'll go down as one of the greatest CEOs of all time, she deserves it.
Eli 10 meses atrás
I still have my very first pc with X4 760K and R8 280X (released in 2013) and I really am excited for AMD Ryzen and RX 7000 Series. my current AMD rig is R5 1500X and RX 570, will look forward to upgrading 7000 series soon.
I remember growing up with Intellivision, Atari 2600, Colecovision, DOS 3.0,ect. The first time I heard of AMD was via some old NAND/NOR gates. Intel had the Goverment contracts back then, Despite AMD being out so long. One day In 2013 during an Easter sale, I purchased the A85600K Limited Black Edition Series From AMD. I used that processor till January of last yr. I had to use a competitors GPU due to driver issues, but going from a 5600k to the 3900x was amazing!. "Bills Permitting" ,I'd like to build a total 7950x/XTX build if there are no driver issues. Go Team AMD! \m/(>_
 𝑻 𝑨 𝑪 𝑻 𝑰 𝑪 𝑨 𝑳  𝑻 𝑹 𝑼 𝑪 𝑲 𝑬 𝑹®️
AMD are the ones responsible for the APU processor, combining the Northbridge processor with the CPU helped my business out a lot, now, instead of the CPU, having to go through the Northbridge processes separately to communicate with every other chip on the board the Northbridge process it was combined with the CPU, allowing for faster communication between the RAM and the CPU Thank you AMD
PNorthWest 10 meses atrás
This was an excellent video. I really want to hear Dr. Su talk about the future of Semi conductors.
Jim 10 meses atrás
I do almost all of my work in HPC environments and I just recently lucked into a job where I have a decent cluster almost all to myself. It's all AMD CPUs and is the best machine I've worked with. I used to be skeptical of AMD but not anymore.
mockier 10 meses atrás
It's a good time to look at upgrading if you were put off by the high prices and shortages during 2020 and 2021. Prices are coming back down and the performance of some of the new tech is insanely good. I just switched from an old Intel i7 system to the new AMD Ryzen 9 cpu and I'm seeing big performance improvements in games that I thought were GPU bound. The other big revalation for me was PCI-E 4 class M.2 NVME SSDs (The "hard drive"). I installed one with 7000MB (Yes Bytes, not bits!) read, 6000MB write. Software install speeds etc are so much faster than they were, and this is PCI-E 4 storage, the motherboard also has the PCI-5 storage support which will be even faster when I upgrade in a few years (Drives are just entering the market so I'd expect high prices for a while on PCI-E 4 M.2 drives).
Hans de Ruiter
Hans de Ruiter 10 meses atrás
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 .
Cal 10 meses atrás
Dude been enjoying PCIE4 performance since intel 11th gen on my laptop, which AMD does not have during that generation
Ota 10 meses atrás
This is what happens when companies refrain from putting business majors and accountants in charge of companies, all they do is look short term. Put an engineer in charge of your semiconductor company and look what happens
Nova H
Nova H 9 meses atrás
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.
Hidden Agenda
Hidden Agenda 7 meses atrás
@Nova H u need to hire Asians. Periodt
Neeno 10 meses atrás
AMD has come a long way in making some of the best CPUs out there. Unfortunately they have decided to forgo one of the major reasons for getting where they are today and that is abandoning the budget or lower end market and charging a lot more for their current lineup of CPUs. AMD CPUs were known for offering the same or even greater performance then INTEL at a much lower cost....but those days are gone. Their GPUs on the other hand are probably the best bang for the buck when it comes to performance vs NVIDIA.
Godfrey Arbiol
Godfrey Arbiol 5 meses atrás
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.
Neeno 5 meses atrás
@Godfrey Arbiol Those CPUs are 2-3 generations old...hence the pricing. Im talking about their current generation.
Vivian Valdi
Vivian Valdi 10 meses atrás
I'm going to buy AMD soon, bc I think it's a good company. Man, I'm so bad in the investment department. But let's give these folks a chance.
Golex Games
Golex Games 10 meses atrás
They forgot to mention Intel makes GPU's even if they arent to much competition today, though in the future it could be
Alex Augustine
Alex Augustine 10 meses atrás
I still use the First gen Zen CPU the Ryzen 7 1700 brought back in 2017 when it first came out. I knew the market was gonna shift from there onwards. The chip and it's later versions are extremely successful. Intel was extremely lazy and was asking too much from the customers cause they knew there were no other good options. A market shift was really needed.
Hi Kefka
Hi Kefka 10 meses atrás
Ryzen series was like AMD's come back.
Andy Torres
Andy Torres 9 meses atrás
When I first wanted to build myself a new gaming pc back in 2014-2015 as a teen, I remember looking at options and seeing that Intel + Nvidia were the only ones that made sense. I just recently finished building my pc and i have AMD CPU and GPU, not only do they perform extremely well, but in latin american markets, the Nvidia/Intel tax is just too high. Im just really impressed of how much value I could get with AMD and how far they have come. Kudos to Dr Su and all the AMD team!
Michael Truong
Michael Truong 9 meses atrás
It was Lisa Su and Ryzen that helped elevate AMD to new heights. I'm still using an original Ryzen CPU and it's still rocking.
1337 9 meses atrás
I upgraded my 1600x after 5 years to a 5600 for only 150€. Great improvement.
KC Kimm
KC Kimm 10 meses atrás
I remember how AMD used to struggle to compete with Intel. And their implementation into cheaper computers initially. Now they are a gaming mammoth...and involved in major cloud tech applications, and so much more. Great to see them going head to head with Intel. One day they will surpass apple in chip design and manufacturing
John Paul Bacon
John Paul Bacon 10 meses atrás
All of my personal pc's have been AMD systems and most likely stay AMD based unless Intel does something just totally game changing.
Isak Wilkinson
Isak Wilkinson 10 meses atrás
Me personally I've always been a staunch AMD supporter but I also come from the Bay area California. My father is a semiconductor designer He's worked for some of the biggest companies in the area . My father started designing semiconductors way back in I believe 1972 around the year I was born. And hadn't stopped. Is one of the founding fathers of sending a doctor designs. He holds many many many patents with the companies that he's worked for. Me myself I have no idea the scale in which my father has left his mark on the same conductor world. When I drop his name to people in my area Boise Idaho like at Micron a few people know who he is and their eyes light up it's kind of cool actually.
Vance G
Vance G 10 meses atrás
Really interested in the upcoming RDNA 3, RDNA 4 mobile GPU/Ryzen based laptops.
Me_luga 6 meses atrás
We need many more companies like Intel and amd so cpus can be available at competitive rates .
Santhan Kumar
Santhan Kumar 10 meses atrás
Best way to summarize all the products that AMD offers and they are world class... Congratulations Lisa Su 👏
Phillip Doede
Phillip Doede 10 meses atrás
Great piece! Hit all the points concisely and accurately, good job.
Shreak 10 meses atrás
AMD rewritting their GPU software was one of the best moves they have done lol
Herok 9 meses atrás
I am an electronics engineer and for me microcontrollers and microprocessors are just like a sheet of canvas for an artist where I can create my masterpiece.. :)
Cleo14 10 meses atrás
I want to see a strong AMD, Intel and Nvidia for competition
MozartificeR 8 meses atrás
I wonder if it would be possible for an x86 upgrade to the instruction set? If they sold duel systems with both cpu's, weather that could be a thing? and work well, while the industry adapts to the new standard.
Amy Bella
Amy Bella 10 meses atrás
I remember back in the day when I bought the first AMD, people used to tell me, how AMD was trash back in the day, and how it will be nothing how Intel is far superior, I told people, that AMD will overtake Intel. Now the tables have changed, people do not know about chips. People though AMD would be like Cyrix back in the day. This is what happens when you have a CEO who is an engineer who shares visions and experience. She took a big gamble and went all in. She brought AMD back to life.
Mark Landrebe
Mark Landrebe 10 meses atrás
"back in the day" (twice) ??; "the tables have "CHANGED" ??;-TURNED- " went all IN"??-OUT-
Fredde Larsson
Fredde Larsson 9 meses atrás
When I purchased my last laptop for studying primarily I wanted something with top processor power. AMD was the only one that had the kind of power I wanted back then (2021).
Clint Thompson
Clint Thompson 9 meses atrás
I am happy for AMD. I had a friend back in Highschool (actually more of a person I just had to deal with) use to always think it was funny how I always supported and used AMD CPUs in all my built computers( My first was Tyan Tomcat III Board(dual socket 7 of the board even though the K5 doesn't support Multi CPU) with my AMD K5 PR-133 and he always supported Intel and for what I needed I could never understand spending so much more on a CPU that the cheaper CPU always fit my needs. Just wish Cyrix never went out of business and Via went more all out with the CPU after acquiring Cyrix after National semiconductor bought Cyrix first. Nice to see even more competition today.
arkama67 9 meses atrás
I like how they squeezed out intel's gpu. Wow I didn't realize AMD was stil so far behind on the server cpu marketshare.
bentosekai 6 meses atrás
it feels good to see AMD succeed as an early adopter of Ryzen (R7 1700 still going strong in the PC i built back in high school)
No Name
No Name 9 meses atrás
hope for more wins for AMD in the future, since the field needs competition.
Paulie 8 meses atrás
That's it sorry.
Ken Smith
Ken Smith 10 meses atrás
On the FPGA side, AMD could make a major move just by making it easy for someone starting a company in a garage somewhere to program an FPGA and making a promise of future compatibility. People on the level of doing stuff in their garage tend to use microcontrollers from microchip because the development tools for FPGAs are a budget buster. This means that as it stands, that small company with the sudden break through won't be using Intel or AMD chips. This will likely be the surprise market segment of the future.
Kozak Juan Grillin
Kozak Juan Grillin 8 meses atrás
Intel literally got lazy in next gen chips & AMD was pushing the limits as a smalller company. Now they're respected more within the tech community because they give you a product worth your money
Saneej Sharifdeen
Saneej Sharifdeen 8 meses atrás
'Customer first, Victory follows' was the founder of AMD's motto. You can feel it from each and every release from AMD. Breaking the barriers of the intel mafia 'Lisa Su' made everyone enjoy AMD's innovations. AMD's strength is the most dedicated and innovative staff. AMD do value them much because AMD's founder injected this value into the company's core values.
I am on Cloud 9
I am on Cloud 9 10 meses atrás
I am finally getting my 1st AMD laptop (GPD Max 2). It's integrated GPU (6800U), but I already have gaming laptop, & it performs really well vs Intel counterpart (i7-1260P).
Syverstrate 10 meses atrás
Bought an Acer Swift X months ago, absolutely remarkable, the Ryzen 7! Keep it up AMD!
AL Rizo
AL Rizo 10 meses atrás
AMD needs to partner with 3D and editing softwares in regards to their gpu products. Their gpu markets vastly for gamers. If they can hit nvidia in the productivity department...
NeroFirst 10 meses atrás
They are doing exactly that as of this 7000 generation, they are including encode and decode for all main codecs as well
John Doh
John Doh 10 meses atrás
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.
garry tuohy
garry tuohy 10 meses atrás
AMD's Athlon CPU's were wiping the floor with Intel's offerings back in the early 2000's. So it is no a recent phenomenon, But Intel's monoply prevented AMD gaining more than ¬30% of the market. Although, Intel's decision to develop the Itamium processor rather than extend their x86 architecture to 64 bit, left the door open for AMD. AMD also managed to release the first multicore and copper processors without needing to be fabless. When you are first to the market, you might be late as you are breaking new ground (sometimes dismissively referred to as "executing"), but you are still first. And Globalfoundries has not just resigned itself to making chips for car breaking systems. Not every chip needs or could afford the leading technology processes and no device would work if all we had were chips from these leading processes. While they attract most attention they are only the tip of the iceberg.
NATIK ? 10 meses atrás
I disregarded AMD for decades due to how they were stuck perpetually behind their two primary competitors, and not just in hardware, the software for their hardware was way behind as well. Now AMD is the first place I look when I need a CPU or GPU. They have caught up to their competitors and in some ways even pulled ahead. I think AMD is in a better position going forward in especially the GPU market than their primary competitor is. Nvidia is increasingly facing issues scaling their monolithic design philosophy and AMD are already to market with a much less costly design philosophy and is now working on scaling it to Nvidia's position and beyond. I think Nvidia is going to struggle in coming years due to being stuck in a dead end design path. Nvidia is also showing evidence that they know this, given that they have increasingly shifted their approach into software development and optimization. Intel is going into GPUs as well, but need a few generations to really have a chance to catch up. However in CPUs they are caught up again, which makes AMD vs Intel a really interesting space in the coming years and it can go either way there. Intel has an advantage in having their own foundry, however AMD do have some architecture advantages still. AMD has great options in specialized chips as well, where you can see them in a much higher variety of specialized products than their competitors. I think AMD is poised to have an even stronger position in the years to come.
Nova Noir
Nova Noir 10 meses atrás
Lisa Su manage to give AMD a second chance, we need more technical people at the top of tech company.
-Demi- 10 meses atrás
I have a 5300U, a budget laptop, it's a little beast on its own. I am impressed.
Thuy Doan
Thuy Doan 6 meses atrás
This is an example of why good leadership is required for a profitable company or even a nation. It's really all about the wise leader who is open minded for change.
Yeng Sabio
Yeng Sabio 10 meses atrás
My very first desktop PC in 2002 had Athlon AMD. Lots'a love, cheers, & Mabuhay, from tropical Philippines!
JmTrad 10 meses atrás
My main computer is still using the first generation ryzen. Truly a beast.
my dog's butler
my dog's butler 10 meses atrás
Intels chip design is currently better than AMD. Lithography is Intel's Achilles Heal. AMD farmed out to TSMC that used ASML machines that could pack in way more transistors on a wafer. Intel stubbornly stuck with its own tech and fabs despite clearly being inferior to alternatives. Intel did recently setup of a contract with ASML for their next gen machines. When those finally get delivered to Intel fabs, all things being equal Intel could have dominant chips again in 2-3 years (especially in the server market where Epyc is crushing Xeon). However, It will all depend how AMD uses it's moment in the sun. As long as AMD does not confuse its advantage in lithography as an advantage in chip design it can stay competitive.
Piki Poki
Piki Poki 9 meses atrás
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.
my dog's butler
my dog's butler 9 meses atrás
@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.
Gilland Cleveford
Gilland Cleveford 10 meses atrás
Intel may be behind on fab but, somehow, they seem to be the price/performance winner for the generation that just came out. I just bought an AMD, but it's because I can expect it to be upgradeable for a lot longer than the Intel.
Omega 4 meses atrás
As a Founding AMD Red Team Member, I constantly keep asking AMD when they were going to do dual threads, and no answer was ever given, so in a way I knew this was needed before Lisa Su came into the picture!~
S Gomez
S Gomez 9 meses atrás
LISA rocks!!! She's an amazing CEO. Oh..and a beast! 😁