Additionally, AMD may have access to some of these facilities. Now, Intel is doing a layoff which will damage relationships and weaken the company against AMD, and its new manufacturing plants and foundry are still years out from going into production. It doesn’t matter if a vendor is faster and more sustainable if you can’t get the related products timely.
Not only can it manufacture a lot of its products, better assuring supply, but is expanding that capacity and adding a foundry, suggesting that long term, Intel will have more control over its supply than AMD does. In these areas, Intel maintains significant advantages because it is a much bigger company with greater reach. But there are other considerations that include support, relationships with the company, compliance with internal standards and availability. If AMD and Intel were equals, it would be unlikely that Intel could recover from being so far behind AMD in performance and definitely for those customers who demand extremely high performance and more efficient energy use. So, while AMD’s excellent execution has boosted its success, mistakes by competing technology companies have supercharged that success significantly, providing a near perfect story of benefits.īut can AMD hold the lead? Here it gets more interesting.
However, NVIDIA’s failed effort to acquire Arm coupled with recent moves to sue its most powerful partner, Qualcomm, weakened Arm in the PC market and server markets, which again benefitted AMD. That has paid huge dividends to AMD, but it has also hurt overall support of X86, weakening it against challengers like Arm. Intel gave AMD a huge boost when it discontinued IDF (Intel Developer Forum), effectively putting the two companies on equal footing when it came to developer support. Where AMD lags Intel significantly is in eco-system.
So why hasn’t AMD eclipsed Intel in the market as it has in the minds of OEMs and performance-oriented customers? Epyc, like Ryzen, is an aspirational brand that conveys additional meaning beyond Xeon and especially Core Intel brands.
Its advantage goes beyond performance to include branding as well. In terms of performance right now, AMD cannot be beat. According to AMD CEO Lisa Su, half of the high-performance supercomputers and 80% of high efficiency supercomputers run on Epyc. Intel has been comparing its latest generation parts to AMD’s 3 rd Generation and claiming parity, but AMD’s latest should continue to outperform Intel’s significantly across a wide range of workloads. This week AMD launched its fourth generation Epyc processors.
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