Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: neolib who wrote (16088)	6/1/2016 6:40:10 PM
From: Vattila	Read Replies (3) \| Respond to of 72355

> AMD [with RX 480] is chasing price competition as the only competitive metric it has. Obviously, if they cannot produce it in volume, they will fail. If they can meet demand, they obviously will take market share, unless and until NVidia can mount an effective counterattack. As far as I understand, AMD is well positioned because Polaris chips are small compared to the competition. "The Radeon™ RX Series launch represents the first salvo in AMD’s new “Water Drop” strategy aimed at releasing new graphics architectures in high volume segments first to support continued market share growth for Radeon™ GPUs." ir.amd.com AMD seems to have returned to a small die strategy to optimize cost and provide scalability. Going forward, I expect the high-end products will be multi-die solutions combined on interposer with HBM. No more huge die.