The bad news for Advanced Micro Devices in the second quarter is that server processor sales did not save its financial cookies as they did for archrival Intel. The good news is that AMD doesn't appear to be losing market share or money on server chips and has a new engineering team focusing on longer-term plans to try to give …
AMD is doing OK
AMD didn't hit their projections for the quarter due to the economic recession but neither did Intel, Dell, Qualcomm and most other businesses. AMD still made money however in a down economy, which is good as they have new products shipping or about to ship in Q4 so things will continue to improve.
It's nice to see AMD getting back on track in the server segment. There is no reason why they can not deliver excellent performance and value across all market segments as they once did. Execution seems to be the real challenge for AMD - particularly with GloFo which should be better now that they have "gotten the memo"...
Screwed by Intel
When AMD managed to come up with architectures that were better and faster than Intels, Intel used its market dominance to suppress those products until its own chip engineers managed to get their next big thing off the production line.
Despite Intel having the crap sued out of them by the European commission and AMD , its not like AMD magically made market share after the court case, so Intel are still laughing all the way to the bank.
And extra money now (instead of 8-9 years ago when it could have been put to use funding research) isnt going to help AMD much apart from keeping the lights on a bit longer.
Intel has illegally stolen market share from AMD
There is no doubt that Intel would probably be lucky to have 60% of the PC X86 market had they not illegally stopped AMD's growth at all points in the past two decades. For that Intel should have been fined a minimum of $500 Billion - that's with a "B", to be awarded to AMD and an additional $500 Billion to be refunded to consumers. Instead Intel doesn't even get a slap on the wrist for their crimes because you can buy all the "justice" you can afford in America -- even if you commit murder.
For now AMD will need to keep their nose to the grindstone and keep delivering quality, affordable products as they re-assert their place in the market. Anyone with an ethical conscience should be voting with their wallet for AMD or forever be exploited by Intel.
The process technology
Why do you say AMD "can't get ahead on process"? What is being forgotten is that under the new arrangements AMD has the freedom to work with founderies such as TSMC. Now TSMC might not be ahead of Intel, but they are arguably almost on a par. Intel spent $10.8bn on property, plant and equipment in 2011. TSMC is spending $8.5bn in 2012. So, it is not true to say "similar" levels of process technology aren't (or won't be) available to AMD. Yes it's true that Intel spends far more than any other company on manufacturing technology, but then most other large chip companies use fabs that are focused purely on manufacturing.
Do people honestly believe Intel will be the only company in the world capable of manufacturing leading-edge chips? Intel may be rich, but there are a lot of other wealthy and innovative companies (e.g. Qualcomm) needing high-end process technology from the likes of TSMC and others.
I just hate it when people say companies like AMD are "as good as dead" based on a view they will just be incapable of competing based on process tech.
Re: The process technology
People's beliefs are often skewed by the media or false information/hype. According to many folks AMD has been "going-out-of-business" for the past 40 years yet they continue to deliver top quality products and even make a profit now and then. AMD is no more dead than those commenting here. You can fool some of the people, some of the time but you can't fool all of the people, all of the time.
BTW, the "process" is far less important today than when it was 90nm and shrinking. There is far LESS advantage to trace shrink now that everyone is at 32nm. Intel's trigate Ivy Bridge design while a good first effort has serious heat and even OC'ing issues which is why they were unable to increase the frequency or performance over Sandy Bridge by more than a few percentage points.
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