Bill, re: AMD Layoffs ......................................................................................
Hmmm, reading between the lines it’s hard to square the circle with the below conflicting statements- AMD facing increased competition from rival INTC, and INTC’s market share losses to AMD.
This coupled with the two forming the x86 ecosystem advisory group (...challenges in keeping pace with newer, more advanced technologies, especially in the AI and semiconductor sectors....)
.... leads me to wonder if the increased competition in reality is from QCOM and its SD X Elite Win AI PC SOC.
I also questioned Copilot on its statement-
.....Re:"...x86 ecosystem faces intense pressure from Arm (w/o mention of QCOM )..."
....Q..would not it be more correct to also mention Qualcomm and its SD X Elite Windows AI SOC
....A - Absolutely, you are correct. The x86 ecosystem is indeed facing significant competition from Arm-based processors, and Qualcomm's Snapdragon X Elite is a prime example of this.
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Snips>>>>>>>>
+ This decision follows mixed Q3 earnings and increased competition, particularly from its rival Intel.
+ The layoffs and reduced outlook come amid increasing competition, particularly from Chipzilla which is also facing profitability issues.
+ Intel has similar issues, including profitability and market share losses to AMD. Intel has faced its own layoffs and challenges in keeping pace with newer, more advanced technologies, especially in the AI and semiconductor sectors.
From Copilot >>>>>>>>>
Intel and AMD, traditionally fierce competitors, have recently formed an x86 ecosystem advisory group to advance the x86 architecture2. This collaboration aims to ensure a unified x86 instruction set architecture (ISA) moving forward, which is crucial given the potential addition of new features and various simplification efforts already underway.
The advisory group includes notable industry participants such as Google, Broadcom, Dell, HP, Lenovo, Microsoft, Meta, Oracle, and Red Hat. The goal is to standardize new additions and alterations to the x86 ISA, enhancing compatibility and simplifying software development across platforms2. This initiative is particularly important as the x86 ecosystem faces intense pressure from Arm and the rise of RISC-V.
Intel and AMD's cooperation in this advisory group is a significant step towards a more unified and efficient x86 ecosystem, benefiting both developers and customers. |
