Jim McGregor, In-Stat
EETimes (2/6/2012 5:48 PM EST)
On the heels of the company’s financial conference, there is a buzz in the air about AMD and its new management team headed by Rory Read.
From the presentation material to the press reports, it would seem that AMD made all the right moves and said all the right things.
The company is re-enforcing its position in the x86 with both CPUs and APUs, continues to push the boundaries and it’s chief competitor Nvidia in graphics, and is targeting embedded applications like digital signage, medical, gaming, communications, and storage with custom SoCs. However, vague references to these new SoC solutions have sparked the rumor mill that AMD could be partnering with ARM or other processor IP vendors for future devices.
While I have been a vocal proponent of AMD seeking a new business strategy focused more on IP than chips, I still see many challenges ahead.