AMD Takes Aim at High-Performance PCs as Part of Larger Roadmap
Company officials open up about the upcoming "Zen" core design, planned GPU technologies and plans to reinvigorate the server business.NEW YORK—In search of a path to long-term profitability, Advanced Micro Devices is pushing back into the high-performance PC and data center server markets, focusing on emerging markets like immersive computing. Speaking at a May 6 financial analyst meeting – the company’s first in three years -- CEO Lisa Su and other AMD executives outlined a roadmap that includes a new high-end PC chip based on the upcoming "Zen" architecture, and new Radeon graphics products. The graphics products will feature new high-bandwidth memory (HBM) technology in the short-term, and x86- and ARM-based chips for servers and other data center systems in the mid-term. Su, who took over as CEO more than six months ago, said the goal is to "gain profitable market share" that is sustainable going into the years ahead. To do that, AMD officials had to decide what markets the company could best compete in and what spaces to ignore. With that in mind, they decided to focus on premium products as well gaming and immersive computing, where the company's expertise in high performance CPUs and GPUs, energy efficiency and visualization can be leveraged. The discussion comes as AMD looks for ways to compete with larger rival Intel—which has significant money and manufacturing advantages—in an industry that is seeing significant and rapid changes brought on by the rise of such trends as IT mobility, big data analytics, the Internet of things (IoT) and the cloud. At the same time, AMD, which is committed to using ARM's low-power system-on-a-chip (SoC) architecture in the data center, will have to compete with other ARM partners, including Qualcomm, Applied Micro and Cavium.
Su said the key was figuring out what AMD did best and not worry about other markets that did not offer a good return. That includes low-end PCs, smartphones and the tens of billions of devices that will make up the IoT. The key was to simplify, she said.