Nvidia is ahead of AMD on the graphics front and it won’t be until next year that the Sunnyvale firm catches up.
That’s according to financial analyst Sean Chandler, who works for Seeking Alpha.
He said in a note to his clients that the Nvidia “Maxwell” architecture has put AMD under heavy pressure in the consumer graphics arena. And that’s worry investors and taking its toll on the AMD share price.
Chandler said that while AMD’s restructuring are widely seen as positive, the firm “still needs to release competitive technologies to remain relevant”.
Nvidia Maxwell, he said, means “monumental advancements” in both efficiency and performance.
Nvidia’s 60watt 750Ti is comparable to AMD’s 150 watt R7 260X, he said. And Maxwell also outforms AMD in performance efficiency per die size.
He added that the rumour mill suggests AMD may respond with 20 nanometre chips now chip foundry TSMC has got the shrink down pat.
He suggests to investors: “AMD is almost certainly not out of the game, but be cautious and don’t pour all of your eggs into one basket.”