this post was submitted on 27 Feb 2025
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AMD, Don't Screw This Up (inv.nadeko.net)
submitted 2 days ago by alessandro to c/pcgaming
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[–] [email protected] 9 points 1 day ago

As impressive as their “Ryzen moment” was, AMD still hasn’t gotten 50% of the market after half a decade.

As much as I love AMD, they will follow Nvidia because they’re a follower. They unlaunched the 9070 at CES because they were unsure about Nvidia’s pricing. They changed their naming scheme to match Nvidia.

They changed their laptop naming scheme to match Intel. They pushed their earnings release date back so they could report after Intel (Intel pushed their own back the previous quarter).

You see, sometimes people say, “Why are you always trailing?” Well, we’re trailing because we’re following the [Total Available Market] of where the market is, and we’re letting them create some of this market because they are the only ones that really can when you have the kind of position that they have in the industry. We have to time it.
We either have to give you less, somewhere else — so, compromises — or we’d have to raise the price points, which is something they are already doing. So why have two people do exactly the same thing, trying to build these leadership products out there? - Frank Azor, chief architect of gaming solutions and gaming marketing at AMD source

AMD is content with being a second source supplier to Nvidia and Intel. After years of losses and near bankruptcy, AMD has finally figured out how to make a profit while being in second place. They're in their comfort zone, and there's no incentive for them to step out of it.