Increasing share price just means that investors think that they can make money from buying the shares.
Possible hostile takeover followed by evisceration? Share price goes up.
The AMD Execution Thread [2007 - 2017]
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Increasing share price just means that investors think that they can make money from buying the shares.
Possible hostile takeover followed by evisceration? Share price goes up.
RX480 to me is like AMD's 2016 16nm GTX 970. Or an updated Hawaii. Of course it has new features. It's still in the same class though essentially. That doesn't mean I think 970 is a better value!
AMD drops driver support for their cards before NV does, historically without exception. Radeon 4000 doesn't have official support for >= Win 8.1. Fermi support is better than AMD DX11. Have you not noticed this? Intel might be worse .. I have a feeling that people here might not use hardware long enough to care/notice though.
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"support" can be "dropped" in different ways. Considering how much kepler performance has fallen behind since the introduction of maxwell (and I don't see why maxwell would be any less special-case optimization dependent), I would stay clear of maxwell as soon as pascal was introduced... (not to mention the incredible bad drivers (shader compiler at least) for my maxwell 1 laptop - that path seemed deprecated by maxwell 2 before it ever got stable)
DavidGraham
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Kepler aged fine, I owned a card just 3 months ago, Kepler performed worse mainly due to it's memory restrictions which affected it's ability to perform well in an age where games are memory hungry, Many games were compute heavy as well, and Kepler had worse compute performance than Maxwell and GCN.
Pascal is more or less a shrink of Maxwell with some minor optimization. The SM instruction set is identical (as in: you can run Maxwell handcrafted assembler CUDA shaders on Pascal without any problems.)
Kepler has a completely different shader core architecture, and it doesn't have the tiling functionality of Maxwell (and Pascal) either.
Did you really manage to not see any of that?
But you can't run Pascal handcrafted assembler CUDA shaders on Maxwell...
Surprised this news has not had more traction but this is the closest thread I think to where it should be:
AMD files patent infringement against LG, MediaTek, Visio, and some others.
https://www.techpowerup.com/230260/amd-files-patent-infringement-complaint-against-lg-vizio-others
They are looking for a limited exclusion followed by a more permanent cease-desist.
Here is a copy of the actual filing: http://www.itcblog.com/images/amdcomplaint.pdf
Ironic that Nvidia makes a lot of news-waves with their patent infringements but this does not even register with most even if (big if for it to be 100%) it may have a more solid case.
Cheers
AMD files patent infringement against LG, MediaTek, Visio, and some others.
https://www.techpowerup.com/230260/amd-files-patent-infringement-complaint-against-lg-vizio-others
They are looking for a limited exclusion followed by a more permanent cease-desist.
Here is a copy of the actual filing: http://www.itcblog.com/images/amdcomplaint.pdf
Ironic that Nvidia makes a lot of news-waves with their patent infringements but this does not even register with most even if (big if for it to be 100%) it may have a more solid case.
Cheers
Anarchist4000
Veteran
I believe Samsung licensed, or was at least looking at according to some stories last year, that IP so it looks like standard patent enforcement to avoid losing them. If they seek large monetary gains then it gets more interesting.
Seems AMD is looking to stop those companies' products in the US, so they must want a license agreement from them, several of these are massive companies (LG and MediaTek) with many products.
A week earlier AMD along with a few other companies reported to being investigated for patent infringement: http://www.ipwatchdog.com/2017/01/23/qualcomm-sony-lg-targeted-section-337-complaint/id=77323/
All getting messy with all the convergence of tech we see these days.
Cheers
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This is from last Q's conference call
Devinder Kumar
Yes, I think, we've talked about IP monetization in particular partnerships. So, AMD with the treasure full of IP that we have, we have 10,000 plus patterns, half of them are US-based. And we saw over the last two or three years that we can go ahead and partner with folks, where we don't want to directly enter market. We will be very careful in terms of who we partner with, where it doesn't come back and directly compete with us in areas that we want to go put products in, and very happy to do on a fair basis a deal with the partner to go ahead and monetize that IP, get cash, benefit the P&L and balance sheet in particular."
So what ever they are doing with Intel, it won't be something that is directly competing in current markets.
Devinder Kumar
Yes, I think, we've talked about IP monetization in particular partnerships. So, AMD with the treasure full of IP that we have, we have 10,000 plus patterns, half of them are US-based. And we saw over the last two or three years that we can go ahead and partner with folks, where we don't want to directly enter market. We will be very careful in terms of who we partner with, where it doesn't come back and directly compete with us in areas that we want to go put products in, and very happy to do on a fair basis a deal with the partner to go ahead and monetize that IP, get cash, benefit the P&L and balance sheet in particular."
So what ever they are doing with Intel, it won't be something that is directly competing in current markets.
D
Deleted member 13524
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This would have made a lot of sense back in 2012-2016 when AMD was nowhere near having a competitive CPU architecture in the market, but now that they have Raven Bridge RyZen releasing in the same time frame as this Kaby Lake + Radeon MCM, it looks like they're just nullifying their USP.
Perhaps AMD is very aggressively trying to take over GPU marketshare in the PC market.
The only real option is Apple - they have the money to throw in to get others making whatever they need, it fits the schedule (they tend to update MacBooks late in the year), it won't step on AMD's feet (AMD isn't providing CPUs or APUs to Apple), and Apple actually would have use for it, put Kaby + Polaris11 (or 12?) on MCM and you get to shrink MacBooks motherboard a LOT, thus enabling them to make the laptop smaller or have bigger battery
Yeah going by AMD's statements and what ya just stated, that looks like the only viable option AMD would be will to concede to Intel, cause otherwise, right now low end to mid range, is the only place AMD is making making money in the graphics market, so giving that up would just be suicide in the short term.
Surely, but at thesame time the Intel contract licences IP is too really important. ( and today have just been announced Lake Crest ) .. its hard for Intel to pass over the patent from AMD ( and Nvidia ) when we are speaking about GPU's ( whatever is the purpose of them ).
We are not speaking about product theres, but patent IP and technology.
We are not speaking about product theres, but patent IP and technology.
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D
Deleted member 13524
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But there's Raven Ridge to do the exact same thing.
Not to mention:
https://twitter.com/BitsAndChipsEng/status/805515262124584960
Anarchist4000
Veteran
That still begs the question, why not consider a Zen APU? That would seem far simpler than combining an Intel CPU and AMD GPU for a MCM. Especially at the bottom of the stack. For wider distribution the fabric could be withheld. CPU+GPU connected by PCIE instead of mesh. No different than a discrete GPU, but with the compact form factor. That should leave AMD with a superior APU product while Intel still has a quality product and small form factor. MCM really only makes sense with HBM, or a more robust (FPGAs?) processor configuration. APU with HBM and then Optane for system memory. That would definitely be power efficient for a MacBook.
On the flip side, AMD could get a nice cut and competition isn't a concern.
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