According to WCCF Tech reports, the long-lasting “information war” between AMD and Intel has intensified. Therefore, both sides have made important announcements in the past several meetings. Incidentally, media claims that the AMD processors are ahead of Intel in technology. In fact, such an extraordinary situation happens the first time in 30 years for the x86 chips industry.
Besides, recently AMD’s stock price raised up to $42. By the way, this is very close to the historical high score of $47.5 before the Internet bubble burst in June 2000. There is no doubt that AMD has restored its original glory to some extent. To summarize, here is a transcript of AMD’s presentation at Barclays.
… In some low-threaded or single-threaded applications, we had some shortcomings. However, with the “Rome” processor, we not only rose or even doubled the throughput. The number of cores per socket was twice that of the previous generation. Likewise, it is even more so compared to Intel’s contemporary products more than twice.
… This is the first time that we have to break the “natural law” of the past 30 years in the semiconductor industry. Namely, that is, Intel has a more advanced process technology. Four years ago, we were excited because we thought we would be close to Intel. In the meantime, we didn’t dream that we would be ahead.
-Forrest Norrod, Senior Vice President, AMD Data Center Group
Subsequently, WCCF Tech reports that in a conversation, Forrest Norrod frankly acknowledged about their challenges. For instance, he noticed that the previous-generation AMD Zen had some flaws in terms of single-threaded performance. Afterward, the latest-generation AMD had completely solved all the problems. Not long ago, Intel’s CEO also discussed the issue of 10nm also very frankly. Thereby the two companies have made these boring financial meetings quite interesting and refreshing.