AMD Driven By Semi-Custom
AMD is making easy money turning into a semi-custom business, but what happens long term? Just let NVIDIA completely own the high-end graphics card market while AMD chases sales for Sony, Microsoft, Apple and others? These posts seem like totally crazy rumors, but look at what AMD has done over the last few years with Radeon.
It has been treated badly and they never had the chance to ever go against NVIDIA in the way that was needed. NVIDIA has made some absolutely mind boggling leaps and bounds in the GPU business, with the GeForce brand continuing to sell like hot cakes, making NVIDIA billions of dollars in revenue and driving their stock through the roof.
AMD is doing great with Ryzen, but it's not like it's pulling them up to the levels of Intel or NVIDIA. Threadripper sales aren't that great (more on that in a follow-up article) and Radeon RX Vega sales are near non-existent. Semi-custom is a big chunk of AMD's business for the last few years, and with Sony as a major customer sucking up engineers... where to next?
Most AMD and ATI fans want to see the resurgence of Radeon, right? We want to see Radeon smashing GeForce in a battle for the enthusiast graphics card market.
I want to see a new Radeon 9700. I want AMD to return to the good old days of high-end GPU releases, but delivering in the end with something that sends NVIDIA scrambling. This hasn't happened for years and years, with Radeon choked and held under water by AMD by dedicating so much GPU resources and engineers to Sony for Navi and other semi-custom designs.
Don't believe me, I'll go through it in detail on the next page.
Last updated: Sep 25, 2019 at 12:25 am CDT
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