Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around more

By: Mark Roulo (nothanks.delete@this.xxx.com), October 28, 2020 7:09 pm
Room: Moderated Discussions
anon (an.delete@this.n.net) on October 28, 2020 3:43 pm wrote:
> defaltluser (no.delete@this.thanks.net) on October 28, 2020 2:46 pm wrote:
> > anon (anon.delete@this.anon.anon) on October 27, 2020 8:52 pm wrote:
> > > There is another cost to mergers / acquisitions, and that is focus. Intel is in more
> > > desperate straits now and thus is forced to focus, while AMD doesn't have that sort
> > > of pressure at this time, so buys Xilinx and thus spreads itself around more, losing
> > > focus. Unless there is clear synergistic advantage, mergers should NOT happen.
> >
> > Intel is divesting Flash because 3D Xpoint has made it redundant. Also the western phone
> > market is saturated even before Covid (and flash prices have cratered afterward).
> >
> > Intel are not divesting their 5-year-old investment in Altera, because there is benefit
> > in adding built-in programmable cores to compute processors. If Intel thinks there is
> > value there, then AMD buying it's big brother would tend to make a lot of sense.
> >
>
> Intel and AMD also believed there was value in "GPGPU", so Intel started developing
> Larrabee and AMD acquired ATI, but in the end both Larrabee and HSA failed.

Larrabee was an Intel attempt to create a discrete GPU without hardware Raster Output Units, not a general purpose GPGPU chip. It was subsequently re-targeted at GPGPU loads, but it was never competitive with NVidia offerings. But Intel did not start Larrabee because Intel believed in GPGPU.

AMD purchased ATI in 2006. NVidia released CUDA in 2007 and AMD never showed any serious intention of providing a software stack to make effective use of ATI GPUs for GPGPU loads. It would be tough to argue that AMD purchased ATI because AMD believed there was value in GPGPU given the subsequent lack of any interest in pushing GPGPU.

*Both* Larrabee and the ATI acquisition began as straightforward GPU plays.

Larrabee just failed as a GPU.

And AMD took so long to make APUs containing both AMD x86 CPUs and ATI GPUs that Intel managed to release iGPU products in 2010 (Westmere cores with HD Graphics) before AMD got out its first APU in 2011.

< Previous Post in ThreadNext Post in Thread >
TopicPosted ByDate
AMD - Xilinx merger. Potential technical synergies?Björn Ragnar Björnsson2020/10/27 03:03 PM
  Consider Zen4 + VersalMark2020/10/27 06:42 PM
    Consider Zen4 + VersalBjörn Ragnar Björnsson2020/10/27 07:23 PM
      Funny Moneyme2020/10/28 10:14 AM
        Funny MoneyDummond D. Slow2020/10/28 04:32 PM
          FPGA chiplets are around 10 years oldMark Roulo2020/10/28 07:15 PM
            FPGA chiplets are around 10 years oldDummond D. Slow2020/10/28 07:27 PM
              GPU chiplets burn a lot of power!David Kanter2020/10/28 07:40 PM
                GPU chiplets burn a lot of power!hobold2020/10/29 04:24 AM
                GPU chiplets burn a lot of power!Dummond D. Slow2020/10/29 11:25 AM
                GPU chiplets burn a lot of power!juanrga2020/10/30 02:24 AM
            FPGA chiplets are around 10 years oldJames2020/10/29 01:17 AM
              FPGA chiplets are around 10 years oldme2020/10/29 04:47 AM
                FPGA chiplets are around 10 years oldMegabytephreak2020/10/29 05:58 AM
                  FPGA chiplets are around 10 years oldanonymou52020/10/29 08:52 AM
                    FPGA chiplets are around 10 years oldMegabytephreak2020/10/29 10:16 AM
                      FPGA chiplets are around 10 years oldMark Roulo2020/10/29 03:02 PM
                        FPGA chiplets are around 10 years oldAndreas2020/10/30 06:26 AM
                    FPGA chiplets are around 10 years oldHoward Chu2020/10/29 05:25 PM
                      FPGA chiplets are around 10 years oldMichael S2020/10/30 12:34 AM
                        FPGA chiplets are around 10 years oldAndreas2020/10/30 06:29 AM
                          FPGA chiplets are around 10 years oldMichael S2020/11/03 01:40 AM
    Consider Zen4 + VersalPaul2020/11/03 02:19 AM
      Consider Zen4 + VersalAnon2020/11/03 04:08 AM
        Consider Zen4 + VersalPaul2020/11/03 01:52 PM
          Consider Zen4 + VersalJukka Larja2020/11/04 05:46 AM
            Consider Zen4 + Versalme2020/11/04 07:42 AM
              Consider Zen4 + VersalDavid Hess2020/11/12 06:46 PM
  Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moreanon2020/10/27 07:52 PM
    Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moredefaltluser2020/10/28 01:46 PM
      Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moreanon2020/10/28 02:43 PM
        Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moreMark Roulo2020/10/28 07:09 PM
          Intel is focusing (and getting money) by divesting flash biz; AMD is spreading itself around moredefaltluser2020/11/02 05:21 PM
        Ryzen 5000 + Radeon 6000 = HSAish?blue2020/10/30 10:52 AM
          Ryzen 5000 + Radeon 6000 = HSAish?hobold2020/10/31 05:34 AM
            Ryzen 5000 + Radeon 6000 = HSAish?Wes Felter2020/10/31 08:50 AM
              Ryzen 5000 + Radeon 6000 = HSAish?hobold2020/10/31 11:21 AM
            Ryzen 5000 + Radeon 6000 = HSAish?David Hess2020/11/12 06:51 PM
              Ryzen 5000 + Radeon 6000 = HSAish?Adrian2020/11/13 05:14 AM
  AMD - Xilinx merger. Potential technical synergies?Etienne Lorrain2020/10/28 01:16 AM
  Look at the ATI acquisitionanon2020/10/28 10:31 AM
    Look at the ATI acquisitionwho2020/10/28 12:07 PM
      Look at the ATI acquisitionhobold2020/10/28 12:44 PM
        Look at the ATI acquisitionUngo2020/10/28 03:53 PM
    Look at the ATI acquisition2020/10/28 03:04 PM
      Look at the ATI acquisitionDavid Hess2020/10/30 09:38 AM
    Look at the ATI acquisitionDavid Hess2020/10/30 09:41 AM
  AMD - Xilinx merger. Potential technical synergies?Rob Thorpe2020/10/28 11:40 AM
    AMD - Xilinx merger. Potential technical synergies?Etienne Lorrain2020/10/29 08:52 AM
      Why people think Xilinx is an FPGA companyMark Roulo2020/10/29 12:18 PM
        Why people think Xilinx is an FPGA companyMichael S2020/10/30 12:25 AM
      AMD - Xilinx merger. Potential technical synergies?Dan Fay2020/10/29 01:43 PM
      AMD - Xilinx merger. Potential technical synergies?Ricardo B2020/10/30 05:33 PM
        AMD - Xilinx merger. Potential technical synergies?Ungo2020/10/31 04:12 AM
    AMD - Xilinx merger. Potential technical synergies?Ricardo B2020/10/30 06:02 PM
      AMD - Xilinx merger. Potential technical synergies?Michael S2020/10/31 08:53 AM
        AMD - Xilinx merger. Potential technical synergies?Ricardo B2020/10/31 05:46 PM
        AMD - Xilinx merger. Potential technical synergies?Doug S2020/11/01 08:45 AM
          AMD - Xilinx merger. Potential technical synergies?David Kanter2020/11/02 12:53 PM
            AMD - Xilinx merger. Potential technical synergies?Mr. Camel2020/11/02 01:14 PM
              AMD - Xilinx merger. Potential technical synergies?Doug S2020/11/02 01:51 PM
                AMD - Xilinx merger. Potential technical synergies?David Kanter2020/11/02 02:07 PM
                  AMD - Xilinx merger. Potential technical synergies?Mr. Camel2020/11/03 12:19 PM
                  AMD - Xilinx merger. Potential technical synergies?Paul2020/11/03 01:55 PM
                AMD - Xilinx merger. Potential technical synergies?Groo2020/11/02 02:31 PM
                  AMD - Xilinx merger. Potential technical synergies?Brett2020/11/02 04:17 PM
                  AMD - Xilinx merger. Potential technical synergies?Doug S2020/11/03 08:21 AM
                AMD - Xilinx merger. Potential technical synergies?Adrian2020/11/03 02:32 AM
                  Asus ZenBook 13 UX325 and 14 UX425Michael S2020/11/03 03:35 AM
                    Asus ZenBook 13 UX325 and 14 UX425Adrian2020/11/03 06:27 AM
                      Asus ZenBook 13 UX325 and 14 UX425Michael S2020/11/03 08:04 AM
        AMD - Xilinx merger. Potential technical synergies?who2020/11/02 12:00 PM
Reply to this Topic
Name:
Email:
Topic:
Body: No Text
How do you spell avocado?