Advanced Micro Devices (NASDAQ:AMD)has seen its share of both the CPU and GPU markets collapse over the past few years. The company has been slashing research and development spending as revenue has declined, and the once-profitable business has now reported a string of big losses. During the second quarter, AMD reported a net loss of $181 million, with sales slumping 35% year-over-year.
Amd A Series Processor
Deep problems plague the company. AMD CPUs can't match Intel in terms of performance, and the recent weakness in the PC market has put even more pressure on AMD's core business. In the discrete GPU market, AMD has been bleeding share to NVIDIA for the past year. During the second quarter, AMD shipped just 18% of discrete GPUs, down from about 40% during the second quarter of 2014. AMD's computing and graphics segment, which includes both CPUs and GPUs, reported a 54% year-over-year decline in revenue during the second quarter, and the only thing keeping the company afloat are sales of chips that go into game consoles.
AMD has enough cash, about $829 million, to keep going for a while, but with $2.2 billion of debt and no sign that these losses will let up anytime soon, a turnaround is looking increasingly remote with each passing quarter. The launch of new CPU chips based on the Zen architecture, planned for next year, is AMD's best chance at reversing the troubling trends plaguing its business. But Zen looks to be a Hail Mary for AMD; anything short of perfection may not be enough to save the company.
With Jim Keller left .......Zen is done
Now we have to wait ...
dom 發表於 2015-9-20 11:28
Then you should think why he had boarded the ship, but not staying at Apple in the first place - probably a nice pay check to lead the design from scratch. His departure needs not be a bad sign - at least it marked that AMD still managed to complete a new high-perf design under his supervision despite worsening fiscal position.
Whether or not AMD dies in 2017 would be known in the next three quarters. Till then if they are still absurdly silent on Zen's performance and details, ehm...
According to a friend that works there on campus, the team knew he was leaving sometime in 2015, but never knew when. Jim likely had a contract with AMD to stay until Zen was developed and taped out, and then would be allowed to depart at his leisure. This echos 1998, where he actually only stuck around for a little over a year. It goes to show how much work Zen needed, since it took Jim and the team 3 years to fully build their design. It's not unlike Jim to only stay at a company for a couple years before leaving again. Best of luck to him and the CPU team he left behind to work on the Zen architecture and its successors.
The article says he already left, but he's still there in the building as of today, probably just clearing up legalities before he leaves. I think they're gonna have a going-away party.
AnandTech is still somewhat positive on Zen. Of cause, now everyone worry about what will happened after Zen.
As a result while the loss of Keller is certainly a significant one for AMD, Keller's architecture work on Zen should already be complete, which is likely why we are seeing him leave at this time. And as a quick aside to give you an idea of CPU development timelines, by comparison, Jim's work on K8 was done over 3 years before K8 shipped in 2003. Consequently the biggest loss for AMD here shouldn't be Zen-related, but rather that they won't have Keller's talents to call upon for further refinements of Zen or for a post-Zen architecture.