"Seven years ago, when the Epyc comeback plan was formulated, AMD could not have dreamed in a million years that Intel's vaunted foundries would run into so many troubles with 10 nanometer and then 7 nanometer processes. The current situation has created as big of a gap for AMD to exploit as Intel's stubborn decision to put forth the Itanium architecture as the future of datacenter compute back in the late 1990s and early 2000s."

"In the quarter ended in June, revenues for AMD were up 70.1 percent to $6.55 billion. Due to higher costs for development of products like the 'Genoa' and 'Bergamo' Epyc 7004, the 'Genoa-X' and Turin tweaks to the Epyc 7004 designs with Zen 4 cores, the 'Turin' and 'Siena' CPUs with Zen 5 cores coming further down the road in 2024, as well as the still-un-codenamed Instinct MI300A hybrid CPU-GPU compute engine coming next year, net income took a pretty big hit."

AMD finally reaps the fortunes it has sown

#solidstatelife #semiconductors #intel #amd