Is it time for Lisa Su to LEAVE AMD?
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#amd #lisa #su
Lisa su should stay CEO, and they should buy jim's company and intergrate his ai chips into the risc V soc's - That was pretty much the plan back in 2018 any way.
it kinda sucks, 400 tops for $700 vs 4090 1300 tops
Keep her as chairman and dump her as CEO. She's a disaster at interviews. The less she's promoted as the face of the company, the better.
AMD just needs to dump the graphics card business. They are actually doing well in "AI accelerators" and their CPU business continues to boom. Pc gamers simply don't want AMD graphics cards they need to exit that market. I think they actually are btw, they are making a super high end APU with a big ass gpu on board, 40CU's. Gamers can get fucked by nvidia or buy that, simple.
@@JoeL-xk6bodump GPU or sell the department?
Who says Jim would sell to AMD? Further, Jim's company is niche and specialized. AMD would have to simply acquire and invest in the marketing and rebranding. It doesn't make much sense.
Yeah something is off about the voiceover
Weirdly sounds like a tts ai from cortex
he is a robot he literally is sub 80 IQ and has never been right about anything he has ever said. Him replacing his voice with an AI version actually adds personality to someone already devoid of any possible character traits or personality
sounds like bagpipes in the background.. th-cam.com/video/-D-tKNxOnPQ/w-d-xo.html
@@romeucapelasa i thought exactly the same thing
it sounds like shit
Is this an experiment to see how well a model trained on your voice can work now?
Everything you said in the first minute applies to Intel even more than AMD
Yeah this entire video is retarded AF.
Lisa Su is basically THE REASON that AMD started making chips that actually compete.
Them acquiring AMD a long time ago was basically with the purpose of making better APU, SOC, and never was intended to be about competing with Nvidia at the top.
(Though, if Vega 64 had good drivers, they would have crushed Nvidia)
Settle down cowboy, Amd is dropping the ball bigtime in the gpu market, its embarrassing. Intel has already surpassed them with Arc and XeSS. I tested FSR 3 on Hellblade2 and the bugginess and anomalies were a disaster. This is one of many FSR implementations that look horrible. The XeSS implementation on Hellblade2 is impeccable in comparison and will only get better. Intel Battlemage is going to be a breakout gen for Intel. Amd is going to get buried in the gpu market.
@@xlr555usa Well FSR can already be stacked on top of DLSS and I'd looove to do the same with XeSS for the ultimate FPS & quality boost.
Sure Intel ARC cards no matter the model are probably all hands down the best transcoding streaming cards on market right now (for both efficiency AND cheap prices) but it's gonna take the rest of the decade for your "average Billy Bob Jane Doe gamer" to grab an Intel card off the shelf at Best Buy let alone professionals who still FOMO into avoiding even Radeon cards due to CUDA-dependent software.
@@xlr555usa but FSR 3 is only the frame generation tech
@@xlr555usa the fact that amd said rdna 5.0 is on the pipeline as a ground up new uarch should say a lot on how they treated rdna 3 and 4
Bruh, what did you smoke?
AMD went all in on zen, while Radeon was their only significant income stream... And the Zen bet is still paying off, while the lack of attention on Radeon is causing it's pain now. Radeon is crawling back up, but is up against the behemoth that is Jenson.
They only recently got this big, growing costs time...
Chiplets was to keep costs down, while serving every market with a good product.
But yeah, AMD marketing was sooooooo ass, and it still ain't great.
Buying TT ain't likely, but it'd be amazing! But i don't think Raja is the way to go, not at all...
AMD literally wasn't able to be positive until 2022, they were crippled in debt and are only NOW on par with nvidia back in 2015.
Meanwhile nvidia literally tripled? if not 4x in one year -_-
NOW SLAM INTEL & NVIDIA NEXT ^_^
Fully aggree. I liked Coreteks Videos a lot ... now he´s talking bollocks.
Your first mistake was coming here expecting a cogent or rational take from someone who is more known for being wrong about everything they say online. CoreTeks is a f*cking clown
Also Bulldozer was a precursor architecture and if the industry had gone parallelization it would have been competitive but due to Intel gaming the system keeping single core the default it made bulldozer look like a mistake. My source is talking to Jim
Keller at the time.
AMD have ARM based SOMs (System on module) called Kria and they have upcoming Versal range of SOCs recently announced.
Just because Jim said AMD was stupid for cancelling ARM based K12s doesn't make it so, considering that AMD barely survived to the Zen launch which saved the company. Diversifying at that time was likely not the best use of resources in trying to gain back market share from Intel.
ARM servers whilst growing still only ship 8-9% up from 3% in 2020 whilst AMD has increased its server share from 10% in 2020 to 18% now (where were they in 2017? 0.8%). ARM server market share is made up of a lot of in house designs like Amzons Graviton and Microsoft Azure Cobalt.
Perhaps K12 might have made a difference, but Epyc definitely did.
The difference between RISC and CISC based computing is most noticeable in low powered devices, RISC is not inherently better for servers, but anyone can get a licence to design with the architecture. It depends on your task which is the better architecture to go with. x86 still has many benefits over ARM in general computing performance.
Coreteks once again delivers a fake controversy to sell CDKEYS.
Considering the extremely limited capital expenditure AMD can afford, and how capital intensive truly innovative technology is becoming, I am not sure a CEO swap is the best idea.
What AMD need is a some kind of massive capital injection, AMD doesn't have a talent problem, it has a capitalization problem.
2 of amd’s main businesses are gpus and ai. Amd for too long claimed that fsr doesn’t need ai and seem to have paid the price. They’ve built an h100 competitor and are trying to rapidly catch up with cuda which means they had the funds but not the foresight. Content creation acceleration seems to be a mixed bag which shows lack of attention to details. This all unfortunately seems best explained by incompetence rather than capex.
@@deeg_with_robots more like a limit of funding for what people have paid for over the last decade. everyone always buys nvidia, but wants to complain that they aren't doing everything nvidia does for it's software and hardware. that takes money that no one has put into amd. everyone wants amd to sell their gpu's at lowest cost or buy nvidia. buying their way into laptops paid off for the last 10+ years. remember that r&d takes time and making a "jump" in any product takes more money. until sales of radeon gpu's becomes closer to 50%, amd won't be able to catch up until they get a good chunk of profits to work with.
They spent 40 billion acquiring xilinx
NOW SLAM INTEL & NVIDIA NEXT ^_^
@@deeg_with_robotsLook at nVidia vs AMD's earnings for the last 10 years and you will see the problem
"Nvidia has 95% market share, but AMD has 95% comment section share" - an old saying updated with 2024 numbers.
About it for amd and lisa su. Everyone wants to hear her speak but shareholders want results which she is not delivering. Of course amd has always been a second choice and a pump and dump stock. She sold chips during a chip shortage and hasn't delivered since.
@@fred-ts9pb AMD is going after the server market, which is much bigger than the consumer products market. Server CPUs are a massive market, with hi-end CPUs selling for 10X the price of a consumer CPU.
@@Gamevet lisa su will fail at that too.
@@fred-ts9pb AMD is starting to win over the server market. They're winning the power and core count battle.
AMD sells more game console GPUs than NVidia sells anything.
Replacing Lisa Su would be a death sentence for AMD unless Jim Keller is her replacement, they hardly lasted without her, she has made AMD absolutely formidable. Unless Jim Keller wants to come back to AMD, give him the executive chair straight away and Lisa Su would still hold a top position at AMD.
Her salary should be the same or even higher as well, even if she steps down as CEO, AMD will NOT survive without Lisa Su.
Jim Keller won't likely come back though, he is the CEO of Tenstorrent, makes custom AI chips, and is more successful there than he was at AMD.
Bottom Line: Keep Lisa Su as AMD's CEO indefinitely. No one else could have made Ryzen as successful as Lisa Su has done, in leading AMD from Bulldozer bankruptcy to Ryzen relevancy.
And now she just collects her check, talks the talk but doesn't deliver.
@@fred-ts9pbwatch computex today. AMD will deliver
THEY NEED JIM AT THE HEALM
@@fred-ts9pb Lisa Su CANNOT ever afford to underestimate Intel's Pat Gelsinger. and of course, NVIDIA's Huang Jensen who is on another realm. People bitch about NVIDIA, NVIDIA doesn't need to care because they are the GOAT in AI, GPU's and I am certain Vera (NVIDIA's ARM-based CPU to compete directly with Intel and AMD) will be a Titan of a CPU.
If you want NVIDIA to lower their prices, push AMD and Intel to make better GPUs and AI accelerators, its that simple.
@@iLegionaire3755 Huang stated that even if his competition gave their chips away, they would still buy his. Does amd even have a chance of becoming a great investment again? Bank of America thinks so in the second half which is starting off on a bad not for amd and tech in general. amd did not ride the AI wave but it sure will fall when Nvidia and other take a breather. I do not like lisa su because of what they pay her and her inability to have created any shareholder value in over 2 years while touting AI.
Lisa took the stock price from $1.30 to highs of $200 in 10 years. They have new tech popping up in interesting segments and are gaining data center share.
That’s not forward looking
@@doomtomb3 Do you have an argument, or are you just good at rattling off thought defeating cliche's?
Lisa Su is basically the only reason AMD recovered in time to compete. They are, and always have been, a CPU company. ATI was acquired because AMD wanted superior onboard GPU's to Intel, who had fudged their chances with Nvidia with lawsuits in the Core 2 Duo era.
They have a superior Soc, APU, and desktop IGPU. They succeeded. Lisa Su continues to succeed at everything she wants, which falls in line fairly well with what consumers want.
AMD is beating Intel. And Intel is struggling to catch back up.
Arguments about 'but muh gaming gpu market stagnated' isn't their responsibility, at all. Yes they could do better. No, it isn't profitable for them to do better. Yes, demanding games are starting to tax the mid-range GPU's. No, the amount of people who actively care about 'but I need to max every setting out with my midrange card' isn't high enough to turn a profit from.
Proof is in the pudding. 4090 is almost 2 years old now, and only accounts for .98% of gamers on steam.
Considering the fact 80%+ of Nvidia's revenue comes from AI hardware, and that the 4090 CUTS INTO THAT PROFIT, you should really think about it.
4090? $1600 bucks and gamers complain about cost.
T100 hopper? (Same wafer, but perfect. Would have been a 4090 TI) $30,000
Do you understand why the US restricted 4090's to china now?
Nvidia is doing a HUGE FAVOR by still making GPU's. It is NOT in the markets best interest.
AMD? Same.
People like you are uneducated and looking a gift horse in the mouth, and then telling the manager of the horse ranch they should be fired for the gift.
Pathetic.
@@thisisashan Investors deserve better. You post like an employee, not a shareholder. amd is a second rate chip company and has been a horrible investment for over 50 years. They keep the lights on, create value for management, keep employees paid and that is about it. amd is not even a growth company anymore. lisa su was a one hit wonder.
@@fred-ts9pb And you post like an inept, uneducated, fragile nouveau riche adult child who is primed to squander daddies wealth on bad transactions.
AMD is currently valued at double what Intel is valued at. They are LEADING the CPU market, and have for seven years. Intel is rapidly making bad choices and has two generations of processors that are almost unusable due to architecture issues which Intel cannot seem to patch its way out of.
Read more, speak less. Do that for a decade or two and maybe you can come back and speak with adults.
@@fred-ts9pb AMD is worth double what Intel is worth, because they have lead the chip market for 7 years. Intel currently has 2 generations of unusable chips which had to be downclocked to keep them from bricking.
You post like an noveau riche adult child who inherited daddies wealth and think that makes your words have the same weight your dad had.
It does not. You are an adult child saying idiotic nothings.
All the projects you wanted AMD to keep investing in - with what cash?
It's a known fact that AMD was nearly bankrupt and would have been bankrupt if Zen had proven any less successful than it was.
I think AMD is doing so well that people forget that their market capital is basically non existent when compared to either Intel or Nvidia.
Their use of resources is just as good as the efficiency of their hardware, and unironically Nvidia and Intel are just as efficient with their resources as their hardware as well but for them its a bad thing to say..
Lisa Su is (in)famously one of the highest paid CEOs in the world. They have plenty of spare capital.
@@ulamss5 They pay her with stock dilution which in itself is theft from shareholders. lisa su is not performing up to par for the pay she receives.
lisa su stated many years ago that she could make amd a lot of money. Hasn't happened yet, but the board makes sure she makes a lot of money from stock options which are theft in the form of dilution. lisa su took the job because no one else wanted it. Time for a more competent ceo to run amd, but good luck finding anyone that wants to take on the duties of running a company that is only in business to pick up the crumbs of more successful companies like Nvidia. i have no issue what a CEO makes as long as they make me money as an investor. lisa su has failed for going on 3 years. Real investors not the so called investors that love the volatility of amd stock as a trade. Traders are not investors. As long as amd has their "fanboys" nothing will change.
My understanding is the Mi300 sold better than expected, they power most of the handheld gaming PCs, their server business keeps expanding in both standard compute and AI, and the Strix Halo stuff looks super interesting.
Your tunnel vision towards high end gaming is the issue here. Not the company's innovation.
Youre audio is weird on this one.
Yeah can't stand this.
I'm halfway through the video on my phone with a pair of $20 wired Skullcandys on and it sounds the same as it always does 🤷
Because he uses voice changer it's not his original voice
@@adityakumbhar6467doesn't sound like a voice changer at all.
@adityakumbhar6467 lol...
AMD definitely also shot themselves in the foot by not ditching the toxic Radeon brand as soon as possible after 2008 and immediately put GPGPU technology to use by directly responding to CUDA, which cost them both mindshare and market share, perhaps permanently. Worse yet, their GPUs were further sidelined after Zen even though they were the only thing buying the company time during the blunder that was the FX series. Lisa has also made it clear in no uncertain terms that they want at minimum 40-50% margin on Radeon GPU sales, likely remembering how NVIDIA nearly bled ATI white during the price wars of the 2000s. At the same time, it feels like nobody stopped to think WHY it was that even when team red was losing sales by going for market share, they still didn't win anything.
Overpaying for ATI, Not abandoning the Radeon brand, not pursuing a GPGPU API and feature parity with NVIDIA, flopping with GCN, not researching VLIW5 sooner, Bulldozer Cores, Abandoning K12, Jim Keller leaving, missing out on the ML boom, missing out on the AI boom. These are all spanners in the works which have cost AMD dearly over the last 20 years.
Except if you actually knew anything, you'd understand that PS5 sales - garnered ONLY because of Lisa Su's personal connections to SONY because IBM supplied the platform to SONY when Lisa Su ran that division at IBM - if you knew anything you'd realize that the Radeon division bankrolled the recovery of AMD due to Lisa Su's personal connections ....
This would be like a top 10 dumb idea for a company lol. Lisu Su is extremely talented as an engineer and as a CEO. They just need a slight help in terms of money and focus for technology.
Like The Fed building them a fab like they are doing for Intel?
@@noanyobiseniss7462 idk what you are trying to say, could you elaborate?
@@rocker10039 Google "Intel awarded $8.5 billion in funding for building chipmaking fabs".
@@noanyobiseniss7462 It takes billions and decades to build a top tier fab. AMD has been fabless since 2009, if it had a fab it would been bankrupt by now.
@@morpheus9137 What are you rambling about? I know Glofo was AMD started and sold off. THE FED gave our tax money to INTEL to build a fab, are you saying AMD would go broke if the FED gave them a FAB? Are you out of your mind? AMD had to sell off GloFo to get out of their contracts so they could use a better manufacturing node to compete which they could not do when they owned Glofo.
Let's be honest, if AMD didnt exist, and Apple didnt make their Apple Silicon chips, Intel's 14900KS would be the speed of a 12700K, sell for 1000 dollars. And the 4090 would be the speed of the 3090, and sell for 3000 dollars. It would be pure hell.
I think, more than Lisa, AMD's shareholders are holding them back, because that people just think about money and short therm revenues. Also, they can remove a CEO if it does not take care of their demands.
Yep, pump and dump. Just a trading stock it seems.
Mate, k12 was a response to Intel's XScale series, which were already failing keep up, compared to what smaller logic design companies were doing (Qualcomm, Mediatek, Broadcom, etc). Also, k12 wasn't abandoned, it was recycled into buldozer. Modern x86 at both Intel and AMD is risc under a thin veneer of microcode and instruction decoding, since P6 and K5.
There's so much stuff going on in modern CPUs with a dozen cores for memory and power management, frequency scaling, security, pci controllers, the damn branch predictors are close to becoming sentient beings, media engines, gpus, now tpus, and half the dies are still sram. The x86 instruction decoding is the least important bit of the cpu.
Lisa Su did the impossible with their cpus... and because of nvidia's melting connectors I would certainly buy amd gpus right now. I'd rather have working and cost efficient cards that won't melt.... Lisa stays!
No Ai strategy? Really? 🤣
opinionated piece
Lisa Su is the best Waifu
I would
@BurningDrake39 tinyurl.com/3k27u775
OF account when?
No doubt, no doubt. Everybody wants that honey.
AMD has 33 percent in server CPU market share. And its growing.
If they move some lower margin chips over to Samsung they can gain way more Marketshare.
There are strange accusations from Coreteks. Example he said AMD laptops are not good with chiplet deign? What the hell is he talking about? I'm using currently Thinkpad P16s amd powered laptop. Its insane how cool and quiet it is even under mid to high load compared to Intel laptops i had past 10+ years.
I also have 7900XTX and 7800X3D. Because of the price and perf ratio they give for money. Granted dedicated gpu's are not efficient as i hoped but its still fast for its money.
So rest of the complaint about this video is bizarre and doesnt stick with AMD. More like Intel who has issues. Lets wait their battlemage and then we can see how easy/hard it is.
Maybe hand over the GPU division to someone else.
Imagine Intel and AMD combine their GPU divisions into an independent company. With all their combined parents and resources they could build something better than they have now
@@v3xx3r They could call the independent company ATI(AMD To Intel)
I agree. I think they’re doing a decent job at following the market in hardware but pretty poorly in software so far. No attempt at leadership, which is fine, but at least follow properly.
One would think after XeSS landing with elegance to an audience bow with both software and hardware versions shortly after debut. (remember there is no replacement for hard experience, something the teams of DLSS and FSR had years of over XeSS); there would have been at least promises by now of a hardware path FSR upscaling from the Radeon team by now. Nvidia are market cynics, but honestly AMD comes off as even more grimly cynical when it comes to gaming these days. Attitude seems to be just get what we can grab mostly from datacentre and ai till we are elbowed out by Nvidia and Intel.
@@anasevi9456 Great analysis. However, I believe AMD are not cynics but relatively incompetent in software so they find themselves having less and less market.
cough. Vulkan? FSR? AMD has good streaming features too.
@@anasevi9456 I think the biggest issue with AMD is marketing. They marketed Ryzen well, not so much with polaris/ vega or even rdna1
when intel stumbled with the 10nm+++++++ node releases while amd moved onto 7nm and smaller, they they saw an opportunity to gain market share from intel and its been working, but unfortunately nvidia has alot more cash to invent into r&d than intel and amd combined. They just dont have the funds to pump into gpu r&d hence why they are skipping rdna 4 for the highend and taking more time on rdna 5 for high end, but will it be enough as nvidia is looking at moving to yearly updates on gpus releases, so if blackwell only is around for 12months and a new gpu is on the grounds for release in 2025 amd and their rdna 5 is still a year away and going to be a generation behind. They can't get infront of nvida.
lol fuck no. She’s done very well
The Apple M1 chip isn't good because of its ARM based cores, it's good because it includes accelerators that its software is designed to take advantage of.
Unlike Apple, AMD doesn't control the software used on its hardware, so even if AMD built an M1 equivalent, that doesn't mean it'd be a good fit for the ecosystem it has to work in. Its only now with Microsoft working to improve ARM compatibility and it's "improved" Prism translation layer may allow ARM to be feasible, the upcoming Qualcomm Snapdragon X Elite will give us a hint how successful ARM based windows will be. It'll still take years for developers to compile their applications natively.
@magottyk Did I say the M1 was good because it was ARM based?
@@Coreteks Regardless, AMD can't make an M1 equivalent because the software environment is different and outside of AMDs control.
You did imply that AMD could have developed an M1 type of processor if only K12.
The AI bubble will burst. It has to. AMD is not in the position to make a bet in that market.
WhoreTeks for AMD CEO.
A Master of Deception.
The Ghost of Jim Keller keeps coming back to haunt poor Lisa. 😂
AMD is doing well imo, we live in a very volatile market, things move very quickly. also its hard to compete with intel and NVidia's reputation but they are innovating and holding their own well. they're laptop chips sales are up 100% y/y and they have taken quite a bit of intels cpu share. people are developing a healthy option of their gpus. if you have 1000 dollars rn amd makes the better cpus and gpus. and dont forget they have the best gaming cpu rn, intels can compete but its hot and outdated technology.
16:43 don't know if you remember back during the pandemic. We spoke privately. I mentioned the collaboration of AMD and Samsung. I thought that this was in the right direction. And a collaboration with Google in the development of ARM was the way to go. Now we hear that Samsung and AMD are parting ways. And Nvidia and mediatek are partnering up. This is particularly interesting. Because mediatek has been given Qualcomm a lot of competition. To the point that they're socs are almost as good as qualcomms in the mobile space. Clearly in video is seeing the writing on the wall and ARM is now where mobile development is going
She put AMD on the map.
Why would she leave ?
AMD made a HUGE mistake to not jump on the Arm train wagon when it was considering it. Indeed at that time they would be at the leading position near and even beyond Arm locomotive pretty close to where Apple is now having significant advantage in comparison to competition. Instead they cancelled Arm roadmap and let Jim Keller go which was another BIG mistake as he would steer and push on innovation instead of corporate BS! Keller would be an excellent replacement for Su especially now with his Tenstorrent company which clearly innovating and not following industry leaders.
This vid perfectly summarizes why AMD is just following and not really innovating and leading new industry shifts/revolutions especially with the Radeon GPUs. MCM approach and chiplets was an important industry change which saved AMD from bankruptcy, however as consumer market is still hooked on Intel and Nvidia not replacing them any time soon for AMD in numbers which would be satisfactory and new Arm revolution is already in progress with Apple and Qualcomm AMD finds it once again in quite precarious and difficult position. Either AMD innovates and quickly enters already late Arm train and respectively jumps with more force in the future relevant RISC-V train or they will be left quite behind in the consumer space even by the newcomers like Qualcomm now working close and supported by M$. Also with current Arm industry shift there's no guarantee AMD will continue to be main player in the console market and what Nintendo did with the Switch can happen also with Playstation and Xbox.
BTW I completely agree that not promoting customers of both AMD CPUs & GPUs as well as not providing performance or special features incentives when combining them together was another HUGE mistake.
They didn't have the market positioning to make assembly-language translation succeed. And microsoft is fumbling it for a 2nd time now.
@@systemBuilder Now they do, but its kind of too late... Apple as industry innovator has as many times before changed everything, Intel is waking up with Lunar Lake and Nvidia is "cooking" something too, besides PC newcomers like Qualcomm and Mediatek r knocking on the doors as well. It's about time AMD...
IIRC the AMD NPU is from Xilinx
which is part of AMDs Company structure
@@d3nso_ bought in 22?
XDNA is from Xilinx you are correct.
ARM isn't solution to save CPUs. If Intel didn't have control over x86 licence you think nVidia would make only ARM? But I agree with you on whole Radeon thing. Thats why I believe that RDNA 5 will indeed be completely new thing. Probably time of new console release?
That won't happen she will still stay with amd
Because consumers are morons? How would that change if AMD had a new CEO?
how are consumers morons? because they buy the more stable and more power efficient gpu? or because they buy the gpu that can actually do raytracing at a playable levels or have a wide support for ai.
fsr3 is a total joke, he said it right in the video, amd only copies what competition does and it does a very poor job at it
Would you do AI development with CUDA or amd stack?
What makes AMD AI story so compelling that a company abandons their Nvidia AI investment and build on AMD AI platform?
Wake up bruh, hating nvdia isn’t gonna solve any problems
@@RunForPeace-hk1cu I say "consumer," you say "company." Just different pronunciations, really.
@@thepirate4095 The consumers are morons for helping NVidia establish a monopoly and push up prices for GPUs that offer integrated AI instead of features gamers wanted. Selling the AI/RT/tensor GPUs means NVidia's AI research can subsidize their GPUs so they don't need to present a compelling product.
I agree that AMD have completely dropped the ball in the GPU space but not so sure about the CPU segment.
I think the problem with all companies is they get comfortable once they perceive that their customers make them enough money.
Only Nvidia seem to continuously push ever upward, but i think that's more to do with Jensen having a massive ego and he can't allow himself to look weak against anyone else.
AMD need to start trying to lead from the front, not continue to play catch up in the GPU marked and it's ecosystem enhancemens.
Whether replacing Lisa will enable that however is a different story
I disagree. AMD is doing fine on GPUs. Sure they cant compete above $700,but lets be honest the GOAT 1080ti is hard to beat.
I say that yet they managed to , after 7 freaking years, give us 1080ti performance for $200-300, and if you want more vram there is a 7600xt for $330.
I would say thats decent.
Now the rumor is we are going to get "3080/4070" performance for $300-400 with rdna4...
This doesnt sound like dropping the ball to me, they are just a bit slower than ideal.
Mobile was a disaster though, until the 7840u was released
@@user-lp5wb2rb3v it's admirable that they can bring good performance to market at prices that are more within each of the general consumer, but as you state it's performance that was attainable to mid range Nvidia offerings a generation ago.
AMD make good margin on everything they produce, I don't think it would hurt their portfolio to make a product that pushes its competition to compete.
Don't you think it would be good to see Jensen squirming in his seat, complete with leather jacket, as he is forced to address that his flagship product has real competition?
I'm not suggesting AMD go balls to the wall and make something so expensive that no one will but it, but isn't that what Nvidia do anyway? And people are still buying it.
Radeon need a halo product, one that actually competes, all they recently seen to do are make good products and try to charge 10% less than their competitors.
I think that needs to be addressed
they are doing well in the x86 space but if that goes away in favor of ARM they are screwed
no, the GPU space dropped AMD. AMD is not wanted, they need to exit the GPU business.
@@quantumdot7393FACTS
AMDumbs are just mad that Coreteks is speaking the truth about Advanced Marketing Devices. A quick comeback in 2020 followed by stagnation and decline. AMD is worse off now than they were 4 years ago in terms of competitiveness. Features are always copied from others usually open sourced which leave them to the hands of others to work on them for free cuz AMD is too cheap to invest in them properly (see FSR3 ghosting & anti-lag+ getting players banned in online games). Software stack is always lacking which is why people don't take them seriously in AI. CPUs have stagnated from a yearly cadence to a bi-yearly cadence since Zen 3 and have been stuck at 16 cores on desktop since Zen 2. GPUs have been a dumpster fire if Sony & MS didn't put down money to fund their design like RDNA2. Quality control is down the toilet (Zen 4D chips blowing up at launch, RDNA3 reference coolers faulty, new drivers bricking RDNA2 GPUs 2 years later, most of their "new" software features being pushed out the door half baked, I could go on.) They don't create anything new of any worth and stick to copying their competitors (rather poorly). AMD's fanboys are usually broke window shoppers which only upgrade their rigs once every 4-6 years when they see a deep AMDiscount hence why AMD is struggling to have positive margins in client. Everyone sees them as the discount brand with discount products and expects them to act that way. When they don't like when Zen 4 launched for premium prices, nobody bought them cuz they didn't beat Intel in anything and their motherboards were much more expensive. AMD is trying to convince you that they are a premium brand when they offer you discount products with inferior features to their competitors for a similar price and it always backfires. They need to rethink their product strategy and change their target audience to people who actually can sustain better margins to build better products in the future.
seriously this should get more likes, you have succinctly pointed out all the problems with AMD for the past 4 years. To be honest, their last hurrah had been the Zen 3 & RDNA2 era when they at least still have the chance to compete with both Intel & Nvidia on somewhat equal ground (though to be fair node advantage AMD received from TSMC also helped greatly), just to then dropped the ball with terrible strategies (especially the whole MCM mess with RDNA3) and overall incompetent leadership and got to this pathetic state right now. I truly want AMD to do better for the sake of us all, especially in the graphics side, though to be frank, I just want to buy Nvidia card for reasonable price if AMD is there to somewhat keep them in check lol.
Agreed. Hate how Radeon has been handled in the last decade or so. The writing has been on the wall for X86 cpus in the last little while BUT GPUs have been the hot thing what with all this exponential growth in gaming in the last decade or so and now AI. And yet, it's the CPU side AMD seem to have put all of their eggs in.
When AMD made a gpu that is as powerful as Nvidia, people still didn't buy it.
@@FM4AMGVrdna2 was the closest AMD ever got but their software and drivers weren't mature back then
@@htoomyatlin123 rdna2 was the most stable driver , and people still buy amperes more. Gamer mindshare for nvidia i just too strong.
The rx480 and rx580 were a huge success. Most of the rest of the stuff - not so much, rx5700 intro was bungled (bad drivers), rx6000 had way too many products & produced an inventory glut. Rx7000 performance was a total lie. The marketing people at Radeon all deserve to be sacked.
Lisa will and should stay and they most definitely are putting their finishing touches on a new ARM processor for the laptop arena and for handheld gaming and consoles.
Did you use an AI voice based off your own voice? It sounds so uncanny
It's such a good thing AMD didn't pursue ARM instead of X86. The last thing they needed was to have a second FX moment. The market doesn't want ARM. Some datacenters may, ultra portable devices may - but that is still a niche market segment.
Yeah, because Apple would invest billions in R&D of their own CPU if there was already fast and ready to go ARM solution on the market...
@@korinogaro AMD would have needed to have working samples BEFORE Apple decided to go ARM. It is questionable as to if AMD would have had a product to pitch to Apple prior to the decision to develop in house (likely around 2015).
Plus - you're ruling out the fact that Apple would still want to design them or at least significant parts of them anyway since Apple designs rely heavily on discrete accelerators and integrated controllers.
Nah, I firmly believe that Apple wanted to design it's own chip anyway and just went with ARM because Apple was already working with ARM for their smaller mobile devices and the rest of their lineup is mostly just larger mobile devices.
Servers and portable devices are not niche, they are the core revenue stream for most chip companies
If we lift out PCMR heads above the water we’ll notice that we are the niche
@@korinogaro Apple has enough money to BUY ALL TSMC 2NM CAPACITY, they have more money to waste than nvidia just so they can be first . They have a cult. Its a completely different beast to nvidia let alone AMD which struggles against nvidia.
yet there is a "soundwave" ARM rumor
@@korinogaro almost as if apple can sell their consoomers whatever they want if it works well enough, which is what they did.
I hope Lisa Su watches this video in time.
Yeah, LISA NEEDS TO GO! I think she is secretly in cahoots with Jensen. Nvidia announces that they are jumping into the CPU game in 2024 with ARM CPU's and AMD closes there ARM development a few years prior. Yeah, but no. I'm sorry but I don't believe in coincidences. Notice how AMD always does things not to step on NVidia's shoes... I think AMD is PURPOSELY phoning it in. I think Lisa is there to make sure Jensen has no competition.
some evidence? Or you're talking out of your ass?
They 6900xt was on par with the 3090.
No it wasn't.
@@misterpinkandyellow74 Yes it was. 3090 was better at RT which hasn't exactly caught fire with consumers.
Stock for stock, with the node advantage, sadly.....
and $500 LESS and nobody wanted it. Gamers JUST WANT NVIDIA they can LIE all they want. FEW GAMERS use ray tracing, FEW TOP GAMES have ray tracing options. They JUST WANT NVIDIA. AMD need to exit graphics cards ASAP. RX 6000 was a great product line.
@@misterpinkandyellow74 yes it was.......................................................
The AI thing is deserved tbh, Nvidia shoved loads of money into it and CUDA early on. They are reaping the benefits now. AMD came along and wanted a slice of the pie once it was cooked. I hate that i have to buy Nvidia products but it is what it is. Nvidia are just so far ahead and better value for the stuff i do. Would love Nvidia to increase the VRAM on cards what they did there was not cool at all. I dont think Lisa did bad though, i think she took a wrong gamble on the AI stuff and i think she got unlucky with others being able to build custom chips due to the costs for that coming right down.
I think it was a bad move to split AMD chip design and rocm support across different segments.
AMD's huge innovation in the past 10Y is chiplets and RAM piggybacking - both for consumer products - all their innovations were at the VLSI level, ahead of Intel, ahead of everyone else. They have toppled the #1 VLSI company in the world these past 50 years. It took 3 generations (Ryzen 1000, 2000, 3000) for AMD to perfect the chiplet interconnect. They are still working on chiplet GPUs. If you think this stuff is easy then you could learn a thing or two about VLSI architecture.
"Microsoft and Intel strike a custom chip deal that could be worth billions" - Feb 21, 2024, 5:26 PM PST
Wanna stick with your AMD theory?
what device is that for?
@@effexon "Although neither company specified what the chips would be used for, Bloomberg noted today that Microsoft has been planning in-house designs for both processors and AI accelerators."
Lol is this Coreteks? Have you not heard of the MI300x?
edit: I have to expand because this is just a painful take. The MI300 is selling like hotcakes, and I'd bet on AMD putting out a few kick ass price performance GPU's. TH-camrs should pull their heads out of their ass.
Exactly, MI300X beats H100 and MI350X has the potential to beat (or atleast be competitive to) H200. The new Ryzen AI beats crApple M3, Snapdragon X Elite and whatever intel has in AI workloads with 50TOPS.
I see media close their eyes again, promoting the competition so they will cry again when nGreedia (or other company) want the next price hike. Remmember what intel did when Athlon was beating them... Bribed everyone to sell intel. Then when Ati had the better gaming GPU, all where saying "but it consumes more power" (for 20-30W more than nGreedia counterpart), and now the 4090 is melting connectors, but nobody bashing nGreedia that much. They all sold their @$$€$
Split Radeon off - always a conflict of interest when it comes to capacity and will always lean to cpu over gpu.
is it april 1st all over again? :D
So guys why did AMD kill the follow up to the 7 series that leaked info indicated would have beat the 4090?
There were cost blowouts and delays in the design process, it just wasn't worth it, and it would have competed with capacity for far more profitable products (like their AI stuff) particularly in the advanced packaging sector. The resources spent were simply better used elsewhere.
a data breach on amd's watch? If true it's on lisa su and her pick for an IT team. Another reason for her to be canned if this is true.
Completely agree with you on the marketing side of amd. It's like they hired a bunch of people doing a school project that they have no idea what they're selling.
lisa su is WOKE.
AMD is a server compute company. The rest is not that important because of the margin.
Epyc, AI & Accelerators together. Eating 5% Intel market share each year should give them the leading position in 4-5 years.
128-core CPU 2023, 192-core CPU 2024, 256-core CPU 2025.
Standalone GPU is obsolete market.
Stopped watching, after man added his opinion.
It is his video.
Cry more.
You made some good points. But in the end this video is short sighted and irrelevant. It's easy to criticize but the challenge where enormous and there was so.e thought choice to make. AMD was at the verge of bankruptcy and even 2 years after zen 1 the company and no money to spare on advertising and R&D for most projects. Gamers had their head so far up Nvidia's bum that no product or advertising would have increased AMD's market share. We had a crypto boom had that point anyway so they sold what was needed to increase their financial viability. She laser focused on what that and the results is the aquisitions of Xinilixs with no debts or very little. I eould sell all my shares if she was to be replaced. Competing for pc gaming GPU is a waste of resources at this points the just need to improve their position in the server market. I Don't want to see Raja near any company I'm invested in. That is about the worse person for that job, still I would be excited if they acquired tenstorrent and pushed risk v.
I said that ages ago. AMD could have taken advantage of the CPU GPU relationship.
My theory:
AMD should buy Tenstorrent and put Keller as CEO, that would grant them the Nvidia's kryptonite (if Keller's words are true) and Lisa Su should be the head of Semi-Custom and HPC divisions. Additionally, a new Market team is needed, who? I don't know, but certainly the current marketing team should be scrambled or dismissed. These 3 changes would put AMD in the best position possible in a year. And a 4th move, should be a flood of "cheap and cheerful" GPU+ products, something like a 7600XT on a U$S199 to U$S 299 (wide range, I know, but would depend a lot on which of the next is included) with with integrated NPU, better encoder/decoder, HDMI capture, extra USB ports or expand-ability (like ASUS 4060ti with NVME slot inside) and/or features that would made it a MUST buy for the masses. 5th move, if I'm allowed :) an Intel N100 competitor from AMD would be a killing product, 4 cores Zen4c with an 8 CU RDNA3.5 GPU, Intel is alone in this massive U$S120 to U$S 199 mini-pc market.
Just my spare cents for thoughts.
Awesome work Coreteks, as usual! :D
It's either lack of vision or lack of funds or both :) Jim Keller would be very interesting.
Keller seems more of a CTO type than a CEO type.
Jim proved to be very much on point by working into ARM that early but Lisa played the wrong move by interrupting his efforts.
Most sane and objectively grounded TH-cam comment section
PC World is great and reputable... why the shot at them?
lol...
An M1 like chip from AMD while they were at their early Zen iterations would have flopped...hard.
Only Apple could do it as they use it in their own devices and control all the software too.
And they were financially very healthy and had huge margins on all of their products on top of it.
AMD would have been the total B1tch of Microsoft and we all know how they treat their partners.
No, the financial risk of AMD to making an M1 like chip would almost certainly caused them to go bankrupt, even with Zen as a success.
Lisa should stay as CEO. No one expected the transition from the old architecture to RDNA would be so hard and long. It doesn't help the software stack for AI was non-existent for Radeon. It's not just AMD having a hard time with AI software stack. Intel is even more behind on the AI software stack.
How many companies are trying to dethrone CUDA and making very slow progress. Maybe when modular MOJO goes mainstream, it will make it easier for other hardware vendors to compete with NVidia.
Re: the GPU space, AMD just needs to put their best foot forward and launch a good midrange GPU priced reasonably. They need to build goodwill from scratch again after RDNA3 was a disappointment. They definitely are under the "follower" mentality which hurts their pace of innovation.
RISC-V could be the next logical step for AMD if they get their heads out of their Zen a** for sure
In the meantime they can develop some stopgap features such as PCM and extend Moors Law lifespan with a different material to replace silicon like GaN or CNT
I mean AMD essentially invented HBM, and they are one of the first in CoWoS for HPC, so...
But I do agree, they lacked the foresight to realize people want a ps5 at 5-15W in their pocket ( ie steam deck 2)
If AMD were willing to innovate big, they maybe we would have had strix halo in 2021Q1 (Now imagine thad vs the 212900k XD) with rumored "soundwave" plans started i 2018/2019 to be released in 2025
AMD aren't great at software, creating your own instruction set means you need compilers and software ported. It took ARM ~20 years to catch up to x86. RISC-V isn't going to help AMD one bit.
why does everyone thinks , RISC-V is a silver bullet?
PMSL their market share is bigger than ever. They just ain't focusing as much on dGPU's. when min PC's and low power devices are making more money.
George Hotz was dumping on radeon gpu b/c of its piss poor software about a month ago. You can watch his twitch stream, it was brutal. He basically switched out radeon products out of his tinybox gpu clusters with nvidia gpus.
think thats wrong, he has two SKUs, one (amd based) much cheaper
george hotz is a fucking grifter, check his wiki page
I just hope AMD doesn’t flop. If the do, we, the gamers and other customers, are screwed. Nvidia, Google and Apple will rule the world 😅
Marketing critiques aside, AMD has always been the underdog and has dug themselves out of nearly going bankrupt because Zen has finally paid off. PC sales in general are down year over year so why waste valuable resources there? Yeah Radeon has fallen behind for not having any hardware accelerated ray tracing like Nvidia or even Intel but as far as raster is concerned it’s still has some sharp teeth. They seem to be working on an ARM project code name “Soundwave” so something should come from that. Intel, despite having much more resources has really fallen behind and they’re starting to remind me of the Pentium 4 days. Nvidia has so much $ that they’ll be fine.
I hope Dr. Lisa Su will stay as CEO. If she should be replaced then it should be with Jm Keller. AMD has done some things right but I agree there are some holes in their strategy. The biggest one, at least for me was their step motherly treatment of ROCM. Of all the things, one thing is for sure, x86 should be laid to rest for good.
Always pumping, but never delivering. Nvidia has walked all over amd and lisa su.
I cant figure out what is wrong with the audio but it sounds edited with ai and low bit rate at the same time.
I gotta admit I was super pissed at you for even suggesting Lisa leave AMD... but facts are brutal facts and she's dropped the boat on ARM and GPU leadership which is a potential death sentence along with the haaaard AF fact that AMD has a follower culture and not boldly taking leadership when they've had so many opportunities through the years to get it.
Lisa will always be the CEO I look up to but it's time for Jim Keller to take the helm since he is the godfather of accurately predicting where the market needs to go. Lisa cannot take the worst parts of her overly conservative IBM background into this new all or nothing AI battleground.
- Lack of features (RT/DLSS)
- Horrible "video playback" 40+W power consumption (TH-cam/Netflix/VLC etc.)
- Useless "chiplet" architecture (unstable UV/OC)
- OverPriced (need real discounts, URGENT!)
So, that's why No One is buying the AMD RX 7000 series anymore!
It's funny because RT is still a gimmick. How many games are utilizing it again?
@@rustyshackleford5668 There are about 120 games with it in currently.
The worst experience for me was when I was looking for new laptop, I knew that the Ryzen 5 5500u has 6 core, then I saw a Ryzen 5 5500h laptop ans assumend it is a higher tdp 5500u and was planning to purchase it, the listing also showed it was a hexa core but on reading review I realized it was a quad core, so to double check I looked up AMD website and they had no info that CPU.
That next GPUs and CPUs for comsumers should be around 2027, apparently it is the next gen consoles targets.
Also, Sony development of the PSSR to replace FSR is a sign that FSR is far behind.
lot of stuff seems to be wrong here, no mention of mi300x or mi325x, no mention that gpt4 inference runs on mi300x, poor material
Revive ATi and give them autonomy.
haha 😂
significant long term cost?
There is no worse significantly long term cost than bankruptcy.
yeah i agree here, sure amd could have made big bets and done more things. but when you have no cash and need money now or face bankruptcy you cant afford to do all that.
Am agree, even Lisa herself could benefit from going see things from outside and more ahead in the time a little bit.
What??? Intel is "competing in the low end" because AMD is kicking its proverbial ass and can no longer compete in the far more lucrative top end. AMD is also taking over the notebook market, the server market, already owns the console market and is surprisingly competitive in GPUs despite spending far less than nVidia. AI and ARM are currently in the works. What a load of nonsense.
AMD fanbot alert... graphs and data mean anything to you?
@@Coreteks AMD have MI300 which is decent considering AMD don't have NVidia money. They also have revived the ARM chips albeit a little later than would gave been ideal.
Jensen has the cackling of a final bosd, except his game remain undefeated
Lisa seems to be hyper focused on keeping AMD out of bankruptcy which maybe holding be AMD’s ability to innovate, but AMD hasn’t had the cash reserves to make bad bets. Jim Keller is the only person you mentioned that would be the best candidate. His time at Tenstorrent would make good training for running the larger AMD. I think Lisa could continue in another role at AMD or on the board.
That was Rory Read job actually. After things start to stabilize Lisa Su take over things from Rory. People often forget it was Rory that actually that stop AMD from totally collapse. Lisa Su just continue the foundation set by Rory. And if you look certain action AMD take during Lisa Su tenure it is based on how Rory do things.
Very nice analysis. It seems nvidia will sail with warp speed pass AMD and Intel
2:44 i learnt many years ago, while the rest of the world says "just a minute" the americans says "just a second" because a minute is too long :P
sticking with windows is risky, always have BSOD after update, better made an SOC instead CPU to minimize the compatible issue. people want reliable product not a product give your problem all the times.
Genuine question, what GPU is your daily driver and for how long?
4090 since launch day? what other possibility would make sense for any over 100k sub creator?
Okay, you are OFF on this one dude! I am definitely more of an Intel fan, and that is because I never had any issues with their core i7's. I am on AMD now, but it is...............mediocre. Here is what AMD does well: desktop CPU's are top quality, MI300 cards seem like top quality as well and marketing is okay. Bad: they are lying about Zen 5 to the media and their GPU's are just ceding the market to Nvidia by (foolishly) dropping their Navi 41 stuff for the next gen RDNA 4. Apparently the top card was supposed to have 200 CU's which would have demolished the 4090 in Raster and most likely everything else. But AMD doesn't have the guts to "go for it." Intel handed them chance after chance and yet Intel still has over 75% of the CPU market, despite having the best selling 7800X3D and all that. The don't have the capacity to make enough chips to take Intel's market position and not enough agreements with OEM's to do so either. And I just LOL every single time I hear how Qualcomm is just going to "wreck up" the PC industry, but, no, just no. Idiots like Dell may be getting some agreements to put "whatever the fuck" Qualcomm thinks will work in a laptop, but............they have no clue how tough the market truly is against both AMD and Intel, and of course Apple with their TSMC fueled M-series chips. Why anybody would enter the CPU market at this point is a head-scratcher. You don't enter a market that is currently in a downturn, and stats show this. You generally enter a market that is on the up and up, BUT, has not PEAKED yet! Qualcomm is YEARS late to this party and I just don't see them making any dent. It is only a bit less laughable than that stupid rumor from last week the Nvidia is going to get shit ramped up and do a CPU in the near future for this market. NOPE! Not gonna happen with how the license on x86 and ARM are these days. Nvidia is smelling their BS so hard they must have gone full "magic mushroom" lately. That shit smell certainly can be enticing to a crazy guy like Jensen and he seems to be just walking around (from media reports) all BIG and SMILEY and not worried. What happens when AI pops and the damage Nvidia has done to piss off gamers comes home to roost? Coreteks, dude, Lisa Su isn't going anywhere, though she might need to help figure out how to fix AMD's division of lies.................er......of marketing because they just released a steaming pile of crap with the Zen 5 reveal today. Those chips are NOT going to sniff 40% IPC; most likely 10-15% which isn't going to be enough to fend off the new Arrow Lake architecture from Intel. Carry on.
love my 7800x3d is nice but i guess it aint enough if growth is needed.
Lusa Su?
george hotz should be made CEO. he is the only one who cares about the AMD drivers. The drivers would be fixed but the company, not so much 😆
Zen has been insanely successful... partly because of it being good and the other part from intel hurting themselves.
I never expected amd to rise to not only be faster, but also use significantly less power.
Their gpus are actually decent, their 6000 series competed directly with nvidia for a lower price. But their 7000 series is just their 6000 series but a bit over priced unless you look at the 7900gre.
Idk if Lisa sue is the problem but the marketing team definitely is n whoever decides on price and segmentation
Leave Lisa in charge of AMD and restructure Radeon Technologies Group as a standalone graphics business.
Where is the love?