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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: PKRBKR who wrote (1533524)	4/14/2025 12:08:08 PM
From: Tenchusatsu	Respond to of 1573482

Pkrbkr, It was Hector Ruiz that began dismantling AMD's in house manufacturing. Yes, I know. Hector the Dissector was also a "DEI hire." At the time when Ruiz became CEO (2002), AMD was making significant inroads into Intel's marketshare. From Athlon to HyperTransport to x86-64 to Opteron, AMD was staying one step ahead of Intel. I remember how Intel was making up for their architectural disadvantages with their lead in process technology. The fab was built for volume CPU's and other logic devices but Hector outsourced that tech to the *IBM consortium* so the fab was converted to FLASH tech and spun off to Spansion from the FASL joint venture. Now that's a phrase I haven't heard in a long, long time. Steering this back toward current events, you think maybe IBM could have benefitted from protective tariffs on all foreign-made silicon? Or would subsidizing IBM be a fool's errand? That's the thing about tariffs. They reward mediocrity and punish the winners of free market capitalism. They could work IF they're applied strategically, but with Trump there is no strategy, other than stoking his massive ego. Tenchusatsu