REGISTER | LOGIN
Breaking News
Comments
Newest First | Oldest First | Threaded View
realjjj
User Rank
CEO
...
realjjj   11/9/2017 2:47:32 PM
NO RATINGS
AMD somewhat forced Intel into this but it could backfire for Intel. AMD will use much larger integrated GPUs with advanced packaging and that's a significant threat. Now both Intel and AMD will do this, gunning for the lower 80+% of the discrete GPU market (in units) with their integrated GPUs.

This would leave Nvidia able to only compete at the high end, 250+$ retail. At that point Nvidia has two options, bet the farm on machine learning or merge with AMD minus AMD's GPU assets. Nvidia's market cap is insanely high at this point so they can easily afford to spend 20-30B in shares (and no cash) for AMD. Short term there are synergies so they can cut costs, mid term they can scale up R&D. Under the Nvidia brand they could gain share faster in PC -maybe aim towards 30% share in 2019- and they can gain some good share in server CPU too. The PC market goes away completely in less than a decade but they could gain scale today and buy a bit of time. Will Nvidia see such a move as a must, I don't know but they just might. Buying Mediatek could be a thrid option but not sure Nvida can manage that business.



Like Us on Facebook
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Martin Rowe

Test Tool Finds Ethernet Wiring Errors
Martin Rowe
Post a comment
When my house was renovated several years ago, I had the electrician install network outlets in numerous places, then run the LAN cables to a wiring closet. But he didn't document the ends ...

Martin Rowe

Local Electronics Store Supplies Engineers and Hobbyists
Martin Rowe
6 comments
Rochester, N.Y. — Tucked away in this western New York city known for its optics is Goldcrest Electronics, a local store that's supplied businesses and individuals with electronic ...

Martin Rowe

How to Transform a Technology University (Book Review)
Martin Rowe
1 Comment
The Presiding Genius of the Place by Alison Chisolm. WPI, Worcester, Mass., 234 pp., 2016. Engineers love to discuss, and often criticize, engineering education. They often claim ...

Max Maxfield

Aloha from EEWeb
Max Maxfield
1 Comment
Just a few minutes ago as I pen these words, I posted this blog about this month's Cartoon Punchline Competition over on EEWeb.com.