AMD cannot go and tell its customers "hey we are changing ISA, go adjust.". Their customers would run to Intel.
Apple could do that and forced its laptops to use it. Developers couldnt afford losing those users, so they adjusted.
Nobody supports the new ISA because there is no SoC and nobody makes the new SoC because there is no support. But in this case, that’s not really true because Linux support was ready.
More than forcing volumes, Apple proved it was worth it because the efficiency gains were huge. If AMD had release a SoC with numbers close to the M1 before Apple targeting the server market, they had a very good shot at it being a success and leveraging that to success in the laptop markets where Microsoft would have loved to have a partner ready to fight Apple and had to wait for Qualcomm for ages.
Anyway, I stand that looking at how the stock moved tells us nothing about if the cancellation was a good or a bad decision.
Apple proved that creating your own high end consumer SoC was doable and viable idea due to TSMC and could result in better chips due to designing them around your needs.
And which ISA they could use? X86? Hard to say, probably no. So they had RISCV and ARM
Also about Windows...
If PantherLake on 18A actually performs as good as expected, then why would anyone move to ARM on Windows when viable energy eff. cpus like lnl and ptl are available
Well yes, exactly, that’s the issue with arriving 10 years later instead of being first mover. The rest of the world doesn’t remain unmoving.
Thing is, those efficiency gains are both in hardware and software.
Will a Linux laptop running the new AMD SoC use 5 W while browsing HN like this M3 pro does?
Does Windows have working sleep now? I hear it's dangerous to throw a wintelmd laptop in a backpack without shutting it down.
A huge amount of Apple's competitive edge is in the "other 90%", but they don't seem to get the headlines.
Data centers and hosting companies are probably the biggest customers buying AMD CPUs, no?
If those companies could lower their energy and cooling costs that could be a strong incentive to offer ARM servers.
1% 3% 6% 10% 30%?
But the newer ones use even less and they're faster.