Keeping Score: Has AMD Stopped Screwing Up?

[Scorpus]

A year after calling out AMD's product launch failures, we're revisiting the same 12 mistakes to see if 2025 AMD has finally learned how to get pricing, performance, and features right.

Read the full article here.

Keeping Score: Has AMD Stopped Screwing Up?

 

[flipspot]

Meanwhile, despite the 'blunders' you enumerate, AMD managed to hector semiconductor behemoth Intel into irrelevance.

They are extremely efficient with their R&D dollars. I can forgive them a bit about their marketing shortcomings.

 

[TooQik]

Now do Intel and Nvidia.

 

[Axeia]

Now do Intel and NVIDIA.

Short version:
Intel: Still screwing up, they need to put their fabs to work or they're doomed. Nova Lake set to still use TSMC and external customers are still lacking. They're in a really bad spot.
NVIDIA: Literally the worlds most valuable company and for now companies and governments are still throwing billions at AI.

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Financial speculation purely from my own gut feeling:
Intel: Should be valued far higher than it is, sure they're not TSMC but they are second best (Samsung is further behind). They have fabs, they have CPUs that really aren't that much worse and if they started using their own fabs they must be able to compete on price at least with what TSMC is charging.
They need to pivot imo and pump out volume from their own fabs for their own products. All their problems seem to be due to mismanagement, I could see them make a massive resurgence if they restructured properly. They definitely shouldn't be valued as low as they are.

NVIDIA: Is set to massively drop in value at some point. The massive hit their stock took just by some vague announcements about DeepSeek shows it imo. The hyperscalers (Google, Amazon, Microsoft etc) already got their own CPUs designs, how long until one of them either starts using a homegrown design for internal use? Or alternatively gets tired of paying NVIDIA and instead injects billions into AMD so AMD can secure production at scale (and a few millions into maturing ZLUDA just a tiny bit more).

imo: AMDs Set to slowly grow, Intel is either going to go bust (or artificially kept alive by the US government) or make a big resurgence. NVIDIA is going to go boom in a bad way at some point and cost a lot of investors a lot of money (but they also made tons, so don't feel bad).

 

[calvinblanes]

The alternative is way worst. AMD has been the best budget option these last 20 years... I'm not a fan but certanly I'm greatful for paying what I can for something that is actually worth it.

 

[torvuswalds]

Oh look, AMD is just as guilty as everyone else. Of doing the same thing everyone else does..shocker.

 

[Rudyduu]

Meanwhile, despite the 'blunders' you enumerate, AMD managed to hector semiconductor behemoth Intel into irrelevance.

They are extremely efficient with their R&D dollars. I can forgive them a bit about their marketing shortcomings.

AMD didn't manage Intel's slip into irrelevance that was all Intel's work, however, AMD doesn't manufacture their own CPU's they just design them. AMD sold their foundry years ago. Intel still has to manufacture their own CPU's which seems to be more difficult than designing alone.

 

[HardReset]

Totally disagreed wth #12. AMD makes Driver feature, some crappy VAC trash bans everyone using it. Then those players get unbanned, ie VAC worked like trash once again. And somehow when VAC sucks again that is AMD fault

Blame either stupid players or VAC.