AMD Is on Fire
seekingalpha.com
seekingalpha.com
I mean, the good form of "killing it".
Unless Intel offer Apple very good deal but I thought part of the Intel / AMD agreement was Intel can not use any tactics to undercut AMD with incentives or rebate or something similar.
At the same time Intel is like assembling old Apple alumni from CPU to GPU.
Yesterday I was talking with some coworkers about a new computer build and one of them had recently purchased Ryzen and the other was thinking about it.
So at least anecdotally, AMD does indeed appear to be on fire.
The only thing keeping me from pulling the trigger is the obscene memory pricing right now.
However, casual PC users seemed to have dropped off the face of the planet, that entire market segment has shifted to laptops and tablets. So much so that the big players (Dell, HP, etc.) have severely cut back consumer PCs and focused on business workstations.
I'd be interested to see some real numbers on this!
Intel has been 'phoning it in' for nearly a decade now, because their products had a significant lead over AMD, particularly in performance-per-watt.
Now AMD has taken the lead, and it's going to take years for Intel to catch up. (Because CPU innovation moves at a glacial pace.)
The winners are the consumers.
Either way, Intel is soon to release the first 10nm process product, which should provide a significant boost, as long as the architecture can take advantage of it.
For Performance per Watt you can check this article: http://www.pcgameshardware.de/CPU-CPU-154106/Tests/CPU-Test-...
The current Intel top dog against AMD in terms of perf per watt is the Core i3 8300.
As far as yields go, they're constantly improving, and they depend on the processor, so your claim that the yield is 50% is either ignorant or intentionally misleading.
I checked out your link, but all I saw was price per performance numbers, not performance per watt. Price per performance is an important metric for gamers, but not so much for servers, which is Intel's bread and butter. In the server space, performance per watt is what matters. If you have some evidence that AMD has taken the lead in performance per watt, I would love to see it.
[1] https://www.semiwiki.com/forum/content/7191-iedm-2017-intel-...
That was Q4/17. Latest information: https://www.semiaccurate.com/2018/08/02/intel-guts-10nm-to-g...
The 10nm parts due for Q4/19 (!) are 12nm more than 10nm.
The report also mentions the real 10nm yields, 8-10%, targets at 50-60%. I admit that I'm not sure what the current yield on their 12nm is but I would guess it would have to be the target.
Moore's law is coming to an end, Intel institutionally has always relied on their process advantages to stay ahead. But now it's only expected that others are catching up as we see that moore's law is really an s curve. Intel will get another bump with 10nm. They're taking on EUV 'early' where no one else is (which is what's taking so long) and it'll probably mean that they have a head start there once they figure it out, but that'll be one of the last bumps for them. BEUV is sort of intrinsically flawed.