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Monday, January 30, 2023

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AMD: Out of the Ashes

Advanced Micro Devices, Inc. has been in trouble since 2010. Some may argue since the late 90s. The growth in the PC market stalled in 2010 and is now rapidly declining. The company did not react. It is now reacting.

Kevin Lensing opened up to TechRadar: “It’s not particularly difficult to understand when you [factor in] iOS and Android. The tablet space really has taken over the innovation pipeline.”

This will be a hard sell because his boss thinks about consoles.

Dr. Lisa Su also discusses the reorganization: “You always knew AMD as a CPU company and that’s what we were. But look at how the world is changing, PC market is changing, how the applications are changing, how OEMs are changing. We’ve really looked at what we want to be in five years.”

The key to any future opportunities in consoles lies in Original Equipment Manufacturers (OEMs) wanting to differentiate their products. AMD hopes to be the hardware link to OEMs building unique consumer products.

Let’s hope AMD finds a path to profit and success. This industry needs competition because competition leads to innovation. And we need more innovation and less following.

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