2 days Ago
A hot potato: AMD appears to be struggling to maintain strong relationships with its laptop partners, according to multiple reports. Tensions between the chipmaker and major laptop OEMs have been escalating, with these manufacturers allegedly frustrated by poor communication and unfulfilled promises. The situation has become so strained that a report from AC Analysis described it as a "Cold War ice age," eroding mutual trust between AMD and its laptop partners.
According to the report, the main source of the laptop makers' grievances is AMD's focus on enterprise chips at the expense of consumer products like laptop CPUs and GPUs. The laptop OEMs are reportedly frustrated by "miscommunication, unfulfilled promises, and generally poor treatment" from AMD – behavior that some compare to Intel during its peak years. This perceived shift away from the consumer market aligns with recent comments by AMD CEO Lisa Su, who declared that the company is now "data center-first," following the news that data center revenue surpassed 50 percent of AMD's total in the last quarter.
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Zo Ahmed.
