AMD is putting a good chunk of their chips on the table based on the theory that there will be a big spending spree in the near future for data center operators who will be demanding powerful new computer chips.
“We see strong long-term growth opportunities across a diverse set of markets for the kind of high-performance compute and visualization capabilities only AMD can provide,” said AMD President and CEO Dr. Lisa Su.
“We are focusing our investments on our strongest opportunities to enable our customers to create great products that push the boundaries of what is possible and allow AMD to achieve profitable growth in the years to come.”
Intel has shown similar sentiments about this predicted boom in the market, which inspires AMD to take an even more aggressive stance. AMD missed out on mobile, and has been the little brother to Intel for years in the PC game. Their focus now turns to a new type of semiconductor, including graphics chips used in video game consoles and traditional X86 chips found inside computers.
AMD is now trying to win back all the things it missed out on in the past by doubling down on this latest idea. It’s a calculated risk, but some are doubting that it will be successful.
“This new approach using interposer technology could give them a time to market advantage, but it isn’t a sustainable one,” former AMD vice president Patrick Moorhead wrote. “Others will adopt this approach and therefore ADM’s CPU and GPU IP will still need to be stellar on their own.”
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