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New AMD CEO's job: Bringing computing to next 10 billion users

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yalanand
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re: New AMD CEO's job: Bringing computing to next 10 billion users
yalanand   9/6/2011 6:52:07 AM
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TI became fabless (they only retained their analog fabs) and survived then why cant AMD ?

chipmonk0
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re: New AMD CEO's job: Bringing computing to next 10 billion users
chipmonk0   9/2/2011 4:50:44 PM
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To have Fab or not to have Fab that is the question ! Creative ideas in software, systems or circuit design always produce a better ROI than proprietary access to faster / more transistors through ones own state of the art Fab. Even Apple with $ 70 billion + in bank is not exactly jumping into Fabs despite having IP issues with Samsung.

Duane Benson
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re: New AMD CEO's job: Bringing computing to next 10 billion users
Duane Benson   8/30/2011 8:07:43 PM
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On the one hand, PC makers are AMD's customers, As such, a PC person should have a good handle on what's really needed to design a product that PC vendors really need. It never hurts to deeply understand the requirements and issues faced by your customers. On the other hand, I suspect the issues faced by a processor company are a lot different than those faced by a PC manufacturer. Also. sometimes when someone with customer experience comes into a company, their customer perspective can remain stuck at what it was when they were back there. That's what I see as the greatest risk. The processor world is changing dramatically. As you said, I haven't seen Lenovo leading the way in any of the new directions that the computing industry is heading. If he stays focused on yesterday, he won't be helping the company.

daleste
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re: New AMD CEO's job: Bringing computing to next 10 billion users
daleste   8/27/2011 11:51:53 PM
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Spinning off the fabs may have been a good move or maybe not. Fabs are very expensive to run and keep at the bleeding edge. The big companies with fabs look at the fabless companies and envy their ability to make so much profit without the huge investment. I think in makes sense to reduce the fabs like Freescales "fab-lite" policy. But it is painfull to not have any fabs for the big companies.

docdivakar
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re: New AMD CEO's job: Bringing computing to next 10 billion users
docdivakar   8/26/2011 11:32:46 PM
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@Junko: AMD will have plenty of company in the massively high volume non-PC centric computing. I don't necessarily agree that requires an IDM model. There are many areas where AMD can leverage emerging trends effectively if it can meet the handheld devices power needs. The combined CPU-GPU computing is one such example where if AMD can achieve computing throughput at lower power requirements, it can capture a sizeable market. In 2011, we are reaching 7Billion population on the Third Planet (also the name of a Khurdish pop group, nice tunes!). I, for one, do not wish to see the day when it reaches 10Billion. Granted the term 'user' may mean living or inanimate use point, having that many people consuming rapidly depleting resources is something is scary! MP Divakar

JCorpVP
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re: New AMD CEO's job: Bringing computing to next 10 billion users
JCorpVP   8/26/2011 8:30:04 PM
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AMD has several hurdles to get over before Read can be or will be effective. First, AMD is bleeding off a lot of long term talent including top Architecture people. The talent pool is very tight and replacing what has bled off will be very, very difficult. Someone coming from a major chip company might have been able to handle this problem but not someone from a company that has a reputation of delivering low quality/performance, second tier products into the market.

junko.yoshida
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re: New AMD CEO's job: Bringing computing to next 10 billion users
junko.yoshida   8/26/2011 2:17:46 PM
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I am curious. Is it the recession that killed AMD's mobile and DTV initiatives? Or were there something else going on?

SiliconAsia
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re: New AMD CEO's job: Bringing computing to next 10 billion users
SiliconAsia   8/26/2011 5:38:42 AM
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Transforming AMD into a fabless company is a deadly strategic mistake. They can only be as good as what one or two particular foundries can offer. No leapfrogs, no advance in technologies. We all know the end of the road for companies no longer able to innovate.

RaghavaK
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re: New AMD CEO's job: Bringing computing to next 10 billion users
RaghavaK   8/26/2011 4:35:27 AM
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I too agree with you. AMD is having poor business strategies from long back. Most of the time the top management feels that investing on marketing is waste of money. And also they purposefully discontinued from the hand held business(Mobile and DTV) during the rescission, where Intel is aiming it now. The top people are not having proper vision. Being a former employee of AMD I observed these issues, from the top level people.

jimcondon
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re: New AMD CEO's job: Bringing computing to next 10 billion users
jimcondon   8/26/2011 4:08:06 AM
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I have to agree with you. Bringing the current customer point of view to AMD won't help it, if the customer is a PC manufacturer. Look at what Intel's doing with the Atom to compete with ARM. Growth is in embedded processors, people are predicting 15 billion connected devices by 2015, and the vast majority won't be PCs. It doesn't sound like it's where AMD is looking to grow.

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