Yin amfani da ƙarancin farashi da TSMC, AMD yana haɓakawa don cim ma Intel

A cewar rahotannin kafofin watsa labarai na kasashen waje, kodayake mai samar da guntu AMD karami ne, ana amfani da shi cikin darajarsa, sabon kason kudaden shiga ya samu sabon salo tun 2005. Yana ci gaba da tafiya da Intel.

A cikin kasuwancin duniya, mutane sukan yi amfani da ƙararren Dauda na Goliath don kwatanta kamfanonin ƙaramin ƙarami waɗanda ke yaƙar ƙungiyar. Yana da kyau dace don amfani dashi a AMD. A ranar 29 ga Oktoba, mawakiyar Amurka ta sanar da sakamakon nata na ukun. Shugaban Kamfaninta, Lisa Su, ya ce ya gamsu kwarai da abubuwan da aka samu. Bayan haka, kudaden shiga AMD na kwata ya kai dala biliyan 1.8, mafi girman rikodin tun 2005. AMD yana hasashen cewa bayanan kuɗin da aka samu na kwata na gaba zai zama mai gamsarwa, tare da samun kashi 48% daga daidai wannan lokacin a bara zuwa dala biliyan 2.1. Tun daga shekarar 2015, farashin hannun jarin kamfanin ya karu sau 15.

Duk da girman girmanta, mahimmancin AMD a cikin duniyar guntu ba za a iya yin la'akari da su ba. A cikin mahimman wurare biyu na masana'antar semiconductor, kawai zai iya yin gasa tare da ƙattai biyu a lokaci guda. CPU dinsa - babban guntu-maƙasudin maƙasudi wanda shine jigon kwamfyutocin zamani, kwamfyutoci da cibiyoyin bayanai - suna gasa da samfuran Intel. Intel shine kamfanin samar da guntu na biyu mafi girma a duniya, tare da kudaden shiga na dala biliyan 71 a cikin 2018. AMD's GPU (processor processor) - yana ba da zane-zane na 3D don wasan bidiyo da ƙara samar da ikon sarrafa kwamfuta don ƙara yawan masaniyar ilmantarwa na ilmantarwa - yayi gasa tare da Nvidia, wanda a bara kudaden shiga ya kai dala biliyan 11.7 Kusan sau biyu kenan da AMD.

AMD ɗin gani-ido na AMD yana daga gasar ne tare da Intel. Intel ya kusan mallaki kasuwar CPU, kuma wannan yanayin ya canza a cikin 'yan shekarun nan. Masu sharhi a kamfanin bincike na kasuwar Mercury Bincike sun kiyasta cewa kasuwar hada hadar Intel a cikin tebur da kasuwar rubutu ta kai 92.4% a shekarar 2015, kuma kaso mafi tsoka na kasuwar hada hadar kwazo ya kai kashi 99.2%. Sabbin bayanai sun nuna cewa rabon AMD na tebur da kasuwar littafin rubutu shine kaso 14.7%. A cikin kasuwar guntu ta uwar garken, rabon sa shine kawai 3.1%, amma ya ninka sau hudu idan aka kwatanta da shekaru biyu da suka gabata.

Akwai abubuwa guda biyu waɗanda zasu iya bayanin murmurewar AMD. Batun daya shine inganta samfurin. A cikin 2012, kamfanin ya sake jin daɗin abin da mai daraja na kera Jim Keller. Keller ta yi wa Apple aiki. Na dogon lokaci, AMD tana daukar dabarun ƙaramin farashin a gasar kasuwa - kwakwalwanta sun yi ƙasa da na Intel, amma suna da rahusa. Chiin “Zen” ɗin Keller da aka saki a cikin 2017 har yanzu yana da arha. Amma sun yi daidai da ƙirar kwakwalwar Intel, kuma har ma da kyau: alal misali, ƙwararrun kwakwalwar komputa na AMD suna da sauri akan ayyuka masu yawa fiye da na Intel, kuma sune rabin farashin Intel. Chipswararren kwakwalwar Zen sun sami nasarar kwangila tare da kamfanoni kamar Microsoft, Sony (don sabon kayan wasan bidiyo), Google (don cibiyoyin bayanai) da Cray (ga manyan 'yan wasa).

Dalili na biyu shine cewa yayin da AMD ke inganta samfuransa, Intel yana lalata. Intel yana samar da kwakwalwan kwamfuta. Sabbin kayan aikinta na zamani da suka fi fice da shi yakamata su kawo ci gaba mai girma, amma an jinkirta shi shekaru da yawa, yana mai da bukatar kamfanin ya sake duba tsarin da yake akwai. AMD tana fitar da mafi yawan ayyukanta na masana'antar zuwa TSMC, wanda yanzu yake kama da fasahar aiwatar da Intel.

Shin kyakkyawan tsarin AMD zai iya ci gaba? Intel ya ƙare irin wannan yanayin gasar a farkon karni kuma a tsakiyar farkon shekarun wannan karni. Yanzu AMD yana sake ƙoƙarin ƙaddamar da tasiri. Kamfanin yana shirin gabatar da sabon tsari na masana'antu a cikin 2021. Shirin don shiga cikin GPU ana tsammanin sa AMD ya sami babban ci gaba a wani yanki.

A halin yanzu, farfadowa na AMD labari ne mai kyau ga masu amfani, sassan IT, kamfanoni masu kera girgije da duk wanda ke amfani da software. Kamar kowane masu ra'ayin duniya suna bin karuwar riba, Intel yana ƙaddamar da babban farashi don samfuransa - sai dai idan samfuran AMD masu kama da haka suna yin aiki mai kyau. Tabbatacce ne sosai, sabon guntun tebur na Intel, wanda za a ƙaddamar a watan Nuwamba, shi ne mafi arha a cikin shekaru.