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by DCKing
1996 days ago
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They're going to need good leadership to pull this off. AMD doesn't have a great track record when it comes to these integrations. AMD bought ATI while promising the same integration "synergies". GPU style compute was going to be completely woven into the CPU - "AMD Fusion". Sounds great - but they ended up with them being beaten to the CPU-with-integrated-GPU market by Intel by over a year (Intel Clarkdale launched January 2010, AMD Llano midway 2011). 14 years after the acquisition, AMD's iGPU integration is not much different compared to any other iGPU integration, their raw performance lead is shrinking compared to Intel and they're beaten by Apple. Radeon Technologies Group functionally operates independently within the company, and AMD won't use their more performant new RDNA architecture in iGPUs for two years after its launch for some reason - even their 2021 APUs still use their 2017 Vega architecture (fundamentally based on 2012 GCN technology). In the intervening years they've screwed up their processor architecture and marketshare for by going all in on the terrible Bulldozer architecture that was designed around the broken promises of far reaching GPU integration. Given all that the ATI acquisition might still have been worth it - in hindsight AMD needed a competent GPU architecture one way or another - but the mismanagement of this acquistion nearly killed the company. I hope better leadership can do something here but I'm not really holding my breath. |
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They screwed up majorly with software, and they may have the same problem with an FPGA acquisition as well. AMD failed big time to capitalize on GPUs the way Nvidia did, and that's really almost entirely down to lack of good software solutions. There's ROCm now and it seems plausible that the gap is going to narrow further with AMD GPUs deployed to big HPC clusters, but a gap remains.