AMD: How Chips Are Changing
overcast.fm
Today, we’re breaking down a global semiconductor company known as AMD. AMD isn’t the biggest and it hasn’t always been the best chip-maker in the world, but as cyclical and structural changes take place in the semiconductor industry, AMD serves as a great proxy for what’s going on and why.
In my mind, when I think of electronics, technology products, electronic in particular, you live and die by the product cycle. If you have the right product at the right time, that is going to determine success. Getting that mixed right has always been the challenge for lots of companies because you miss one part or the other, you don’t have the right product or you’re not at the right time, then you fall by the wayside. And what we saw between AMD and Intel from fairly early on was one company was a little bit better at executing. Intel was a little bit better and then eventually got a lot better at executing. I think that ability to execute on time is what really made the difference.
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