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原帖由 Edison 于 2008-5-1 02:28 发表 ![]()
关于AMD，NVIDIA的David Kirk有一段比较有意思的评论：
“AMD has been declining because it hasn’t built a competitive graphics architecture for almost two years now—ever since the AMD/ATI merger. They’ve been pulling engineers [from the GPU teams] to Fusion, which integrates GPU technology onto the CPU. They have to do four things to survive, but I don’t think they have enough money to do one thing.
“The first thing they have to do to compete with Intel is the process technology – they have to build the new fabs. The second thing is the next-generation CPU technology. The third one is the next generation GPU technology—we’re going to invest one billion dollars in here this year and they need to invest on the same level to keep up with us. And then the fourth thing is they say the future is going to be this integrated CPU/GPU thing called Fusion, which there’s no evidence to suggest this is true but they just said it. They believe it and they’re now doing it.
“So they have to do these four multi-billion dollar projects, they’re currently losing half a billion dollars per quarter and they owe eight billion dollars. Their market cap is about three billion, so it’s hard to see where the future is in that picture. Really speaking, they’re going to have to pull not one, but several rabbits out of the hat.”
我来献丑，大致翻译一下吧。
“为什么AMD现在会亏损，根本原因还是它近2年来都没能推出有竞争力的架构——也就是自从AMD和ATi合并之后。他们把工程师从GPU部门拉去Fusion部门，试图把GPU技术整合到CPU中。在我看来他们如果想继续生存，必须要做4件事情，但我不认为他们有足够的钱，甚至连只做其中的一个都不够。
“第一件事就是在处理器技术上和Intel继续竞争——他们需要更多的工厂。其次是研发下一代的CPU技术。第三件是下一代的GPU技术——而我们今年已经花了数十亿美元在上面，他们若想跟上，需要花的钱不会比这个少。最后第四件就是他们口中的未来趋势：名叫Fusion的整合CPU/GPU，只是现在尚未证实这到底是不是真的是大势所趋。不过他们不仅宣称，也相信，所以目前正在努力。
“所以他们必须要做这四项耗费几十亿美元的工作，而他们现在每个季度却要亏损5亿美元，同时还有80亿美元的债务。他们的市值只有大概30亿，所以我觉得很难看到他们规划中的未来成为现实。说实话，他们可能得像魔术师从帽子里变出兔子一样（把未来变出来），而且不是一次一只，而是一次要拉出好多只。” |
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发表于 2008-5-1 13:28
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