Amasheya ezinkampani zobuchwepheshe zaseMelika, ezincike kakhulu noma kancane eChina, ziye zashintsha amanani ezinsukwini zakamuva phakathi kwezitatimende zikamongameli waseMelika mayelana nentuthuko enhle ezingxoxweni zohwebo neChina. Kodwa-ke, intshisekelo kumasheya e-AMD ikhuthazwe ngabaqagela kusukela ekupheleni kukaSepthemba, njengoba abanye abahlaziyi bephawula. Inkampani iyaqhubeka nokukhipha imikhiqizo emisha ye-7-nm; umbono wokuthi banezimfanelo ezithuthukile kanye nezinzuzo zokuncintisana uhlupha ngisho nalabo badlali bezimakethe zamasheya abakude kakhulu nokuqonda isimo samanje sezindaba.
Amasheya e-AMD manje aseshibhe ngo-13% kunango-Agasti, okuchazwa ukukhathazeka kwabatshalizimali hhayi kuphela mayelana nebhalansi yamandla okuncintisana, kodwa nesimo somnotho omkhulu. Ochwepheshe bakwaCowen bakholelwa ukuthi bonke lobu bunzima bungokwesikhashana, futhi ngeqoqo elinjalo lemikhiqizo engu-7nm, i-AMD inawo wonke amathuba okudlula imbangi yayo ngo-2020. Abaprosesa benkampani sebevele bakhombisile amandla okukhulisa isabelo semakethe se-AMD; ngonyaka ozayo lo mkhuba uzovezwa ikakhulukazi engxenyeni yeseva. Ngeshwa, ingxenye yekhonsoli yemidlalo isabhekene “noshintsho” ngenxa yokukhishwa kwemikhiqizo emisha ngo-2020, ngakho-ke i-AMD izokwazi ukuthembela kuyo kuphela ngasekupheleni konyaka olandelayo.
Kodwa engxenyeni yeseva, ngokusho kochwepheshe bakwaCowen, i-AMD ayinakho nje kuphela isilinganiso esihle kakhulu sokusebenza kwentengo yamaphrosesa e-EPYC, kodwa futhi nokusekelwa okusebenzayo okuvela kumakhasimende amakhulu afana ne-Amazon, i-Baidu, iMicrosoft ne-Tencent. Abahlaziyi bakhuphula isibikezelo sabo sentengo yamasheya e-AMD siye ku-$40 ngesheya ngalinye sisuka ku-$30 yamanje. Isikhathi sokushicilelwa kombiko wekota we-AMD asikamenyezelwa ngokusemthethweni, kodwa ngokwesipiliyoni seminyaka edlule siyazi ukuthi kufanele uvele ngesonto lokugcina lika-Okthoba. Ikota yesithathu yalo nyaka isikhathi sokuqala esigcwele sezinyanga ezintathu sokuba khona emakethe yama-7nm Ryzen processors (Matisse), 7nm server EPYC processors (Rome) kanye namakhadi evidiyo ochungechunge lweRadeon RX 5700 (Navi 10). Izibalo zekota edlule zingasho okuningi mayelana nokusabela kwemakethe ekukhishweni kwale mikhiqizo.
Source: 3dnews.ru