this post was submitted on 05 Nov 2024
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I predicted in 2017 stock price over $100 when that happened.
Took about 3-4 years longer than expected, but still congratulations to AMD, on their successful fight back from the brink of bankruptcy.
Not to diminish the hard work AMD has put in, but it's at least partially related to Intel's ongoing issues with quality assurance (or the lack thereof, rather), and thus it's arguable that they hold a stronger position at least partially due to Intel's weakness in the last 10 years.
Absolutely, if Intel hadn't been sleeping on their laurels for 5 years on desktop performance, and had made 6 and 8 core CPUs themselves before Ryzen arrived. Ryzen would not have been nearly as successful. This was followed by the catastrophic Intel 10nm fab failures, allowing AMD to stay ahead even longer.
So absolutely, AMD has been helped a lot by Intel failing to react in time, and then failing in execution when they did react.
Still I think congratulation is in order, because Ryzen was such a huge improvement on the desktop and server, that they absolutely deserve their success. Threadripper was icing on the cake, and completely trashed Intel in the workstation segment.
And AMD exposed Intel's weakness in face of real competition. Arm and Nvidia had already done that in their respective areas, but AMD did it on Intel's core business.
Their entire architecture also seems to be just plain behind now. The Ultra 2xx series of processors is not only on TSMC, but on a better node than AMD is using for Ryzen 9000 series. But you wouldn't know it from the benchmarks of either performance or efficiency.