So how does AMD pull this one through?

[adroc_thurston]

Same crap is happening to Intel now.

Intel problems a fair bit more multi-faceted than just "can't execute in CPUs".

 

[gdansk]

Intel problems a fair bit more multi-faceted than just "can't execute in CPUs".

AMD was a bit further along in the spin off the fabs game which is Intel's main problem. And Intel may get away with a better WSA if they can get some schmucks in the federal government to invest in it.

 

[Asterox]

Hmm, nah. Zen turned things around enough even on GF/Samsung.

Samsung/GF 14nm manufacturing process turned out to be very good = ideal for AMD at that time. There are no major complaints, except that it is not for high CPU frequencies.But the original Zen 1000 series CPU-s didn't make much sense above 3.8GHz anyway.

Finally while we're here, today's estimated current market value of Intel vs AMD.

AMD (AMD) - Market capitalization

As of November 2025 AMD has a market cap of $414.21 Billion USD. This makes AMD the world's 24th most valuable company according to our data.

companiesmarketcap.com

Intel, $110 billion
AMD, $272 billion

 

[511]

Samsung 14nm was good even Apple used it

 

[DrMrLordX]

Samsung 14nm was good even Apple used it

It was good enough for GF to hack it into "FinFET 12LP+" which they sell to this day:

FinFET 12LP+ | GlobalFoundries

Get the unique features you want with the high-performance you need with 12nm FinFET platforms from GF You demand the […]

gf.com

 

[bononos]

AMD made a crazy epic comeback when I thought they were going to be sunk in 5 years around the time this thread started.
The Radeon division is doing poorly though with only 10% market share.

 

[511]

Radeon is doing decent in DC though compared to gaming.

 

[igor_kavinski]

I'm sure Samsung would kill to get their hands on something as advanced as GCN.

Your crystal ball is GREAT since Samsung did end up doing a graphics deal with AMD, only 6 years later.

Moar please

 

[igor_kavinski]

Radeon is doing decent in DC though compared to gaming.

Radeon is doing decent. Period.

Also, DC products aren't Radeon. Those are Instinct.

 

[marees]

Radeon is doing decent. Period.

Also, DC products aren't Radeon. Those are Instinct.

I think steam surveys show a poor picture for Radeon (client cards)

But if you bring console & apus into picture then a turnaround has started there too

They just need to get chiplets working with RDNA 6 or RDNA 7

 

[adroc_thurston]

I think steam surveys show a poor picture for Radeon (client cards)

You need to look at channel numbers and ASPs instead.
RDNA4 is doing well in the market.

They just need to get chiplets working with RDNA 6 or RDNA 7

You do understand that tiled gfx is a win more deal?
I.e. it allows you to ship $4k configs, but not much else besides that.

 

[marees]

You need to look at channel numbers and ASPs instead.
RDNA4 is doing well in the market.

You do understand that tiled gfx is a win more deal?
I.e. it allows you to ship $4k configs, but not much else besides that.

I'd expect chiplet stuff can be used to service the $1000+ stuff

 

[adroc_thurston]

I'd expect chiplet stuff can be used to service the $1000+ stuff

Kilobuck range is ~400mm^2 dies.
Tiles are for going at least >2x total reticle in Si.

 

[NTMBK]

Your crystal ball is GREAT since Samsung did end up doing a graphics deal with AMD, only 6 years later.

Moar please

Maybe I should have gone into consulting, I can't do worse than the Muppets who do it professionally

 

[soresu]

You need to look at channel numbers and ASPs instead.
RDNA4 is doing well in the market.

This 👆

I've had my 9060 XT for 2.5 months and haven't even touched my games yet, at least not any on Steam.

 

[soresu]

My dad has had the 6800XT I bought and never used since July 2023.

Pretty sure he's never once played a game with it either.

 

[soresu]

Maybe I should have gone into consulting, I can't do worse than the Muppets who do it professionally

From what I have seen the 'profession' has a tendency to little more than veiled PR masked as stock market advice.

 

[soresu]

Tiles are for going at least >2x total reticle in Si.

Isn't that a result of all the HBM stacks though?

Wassat nau, 8 stacks per package?

GPUs with package external (GDDR/LPDDR/DDR) memory should take up less area that that.

 

[adroc_thurston]

Isn't that a result of all the HBM stacks though?

I mean active Si area.
All HBMs accounted for we sit at 3.5x ret interposers.

 

[yottabit]

This 👆

I've had my 9060 XT for 2.5 months and haven't even touched my games yet, at least not any on Steam.

My dad has had the 6800XT I bought and never used since July 2023.

Pretty sure he's never once played a game with it either.

So RDNA GPU are popular amongst the “gamers that don’t game” crowd. I see.

 

[DAPUNISHER]

LMAO when Connor says "Break out the red panties!" 🤣

 

[soresu]

So RDNA GPU are popular amongst the “gamers that don’t game” crowd. I see.

In my dads case it was just replacing his RX 390 that sounded like a jet engine even in idle (which considering his PC sits in the living room isn't ideal).

The 6800 XT was a huge upgrade in both raw gfx power and idle/load nosie.

In my case I mainly upgraded for the improved RT acceleration in Blender Cycles, hence my HIP RT obsession.

I used to game so much that it was unhealthy 15 years ago - but after I ended up with some kind of undiagnosed vision defect it became basically impossible to play 1st person games without suffering crippling headaches, and eventually I even became tired of console emulators and the RPGs like Diablo that I used to play for hours on end 😭

ngl I used to laugh at the thought of ennui, but it's real for me these days.

 

[Asterox]

LMAO when Connor says "Break out the red panties!" 🤣

The creator of that video should make an update, or continue AMD's path in the same style to this day.That would be very interesting no doubt.

Now i remember, this old Zen trailer also had very good reviews.

 

[soresu]

The creator of that video should make an update, or continue AMD's path in the same style to this day.That would be very interesting no doubt.

Now i remember, this old Zen trailer also had very good reviews.

To be fair Intel's 10nm pratfall, tying their µArch design to internal fab nodes and TSMC's relentless forward progress may have had no small part in it, but AMD have most certainly successfully turned the x86 CPU game around in their favour, and are likely to continue doing so.

The GPU end of things is what I worry far more about these days.

Between nVidia muddying the waters with progressively more ML based perf augmentation in every new generation and nVidia's propensity to turn the tables over to keep AMD from gaining any long term advantage and their long, long dominance of the Khronos open side of things through Neil Trevett.... AMD have to execute their roadmap basically perfectly to take any significant percentage of market share in the consumer GPU side of things.

DC/AI/HPC wise with CDNA it seems like things might be turning around for them though, their execution at least on the hardware side has been stellar, and they have been slowly chipping away at the software problem too.