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In 1957, a mutiny took place in the laboratory of Shockley, the father of the transistor and a Nobel Prize winner in physics.

 

Unable to tolerate Shockley’s scholastic management, the eight scholars decided to strike out on their own.

 

Fairchild Semiconductor was founded by the Eight Traitors, scientific geniuses who pioneered the use of silicon to make transistors and invented the integrated circuit. The company grew rapidly, reaching a turnover of $200 million by 1967.

 

But fairchild’s majority shareholder (Fairchild Photographic Equipment company) kept sending profits to the East Coast to support the unprofitable photographic equipment business.

 

Fairchild employees saw this, but could not do anything about it, have left to start their own business, Fairchild semiconductor also declined.

 

However, Fairchild has nurtured countless technical and managerial talents for Silicon Valley. Engineers and technicians who left Fairchild have founded hundreds of companies in Silicon Valley. These companies are called Fairchild children.

 

Among them, Intel, founded by Noyce, Moore and Grove, embarked on the route of technology flow and developed the most advanced memory chips.

 

 

Fairchild sells AMD, founded by Mr Sanders, which is market-oriented.

 

 

 

That’s when our story officially begins.

 

In terms of strategic positioning, Intel and AMD complement each other strategically, and Noyce is said to have a good personal relationship with Sanders.

 

By the early 1980s, With the rise of Japanese and Korean semiconductor companies, Intel’s memory business was in decline and faced a crisis.

 

Just then, a revolution in microcomputers offered Intel a glimmer of hope.

 

In 1981, as a comer of microcomputers, BIG Blue IBM adopted an open system architecture for the first time in order to quickly launch products, and adopted an outsourcing strategy for the operating system and microprocessor, the two core components of PCS.

 

 

Intel and AMD teamed up to take over the RIGHTS to supply CPUS to IBM PCS, and have been on a tear with the PC ever since.

   

 

The honeymoon did not last long. In 1982, AMD introduced the Am286 processor, based on the 80286, at a much higher frequency than Intel’s own chips and at a much lower price.

 

Intel quit, feeling threatened, and decided to cancel the license and monopolize the PC’s CPU.

 

 

It was a lengthy lawsuit involving nearly a hundred witnesses, thousands of pieces of physical evidence, and tens of thousands of pages of paperwork that AMD won in 1992.

 

However, Intel took various measures to delay the execution of the ruling for another two years.

 

The case was won, but AMD missed the golden age of the PC market forever.

 

 

 

On November 1, 1995, Intel launched the Pentium Pro, the most important chip in the company’s history

 

 

AMD didn’t go down in the water. In 1996, AMD released the first independently produced x86 CPU K5, followed by K6, K6-2, which won the market with its high performance, compatibility, low price and other advantages.

 

Instead, Intel, the leader, was hit by a series of missteps, first by a botched switch from Socket 7 to Slot 1 and then by a massive recall of its Pentium 3.

 

In 1999, AMD went one step further and was the first to introduce a 1-gigaHertz Express processor.

 

 

Intel is investing hundreds of millions of dollars in 64-bit processors. If it works, AMD and Cyrix and others will suffer.

 

In 2003, AMD introduced the Athlon64, a 64-bit microprocessor compatible with x86. For the first time in more than 30 years of competition, AMD broke its image as a technology follower and copycat and proved its technological prowess with 64-bit processors.

 

After SEEING AMD pull ahead twice and gain more and more market share, Intel finally got restless and launched a “tick-tock” strategy.

 

The Pendulum project sets out the timeline of Intel processor microarchitecture and chip manufacturing process updates, Tick annual manufacturing process updates, and Tock annual microarchitecture updates.

 

In July 2006, Intel unveiled a new generation of processors, the Core 2, using a 65nm process that Intel claimed would increase performance by 40% while reducing power consumption by 40%.

 

All of a sudden, AMD’s CPU advantage is gone.

 

With the implementation of the pendulum and the launch of the Core, AMD is losing ground.

 

 

Without competitors, Intel began to stop thinking and become a well-known toothpaste factory in the industry.

 

In 2014, struggling AMD finally ushered in a “savior” : Su Ma (Su Zifeng)

 

But AMD has been losing money for 6 consecutive quarters, continuous blood loss, capital shortage, SU Zi Feng turned his eyes to China.

 

 

The return of more than 600 million DOLLARS of AMD began to climb, have released a series of Ryzen processor, EPYC 7000, Radeon E9170 products, by the user’s great welcome.

 

Since then, AMD has been playing catch-up in every line of business, threatening Intel’s position again with its powerful products

 

 

AMD’s revenue is growing rapidly, the stock price is great, from Su Ma took over less than $3, abruptly pulled to more than $100 now! Its market capitalisation surpassed that of Intel earlier this year.

In February 2022, AMD announced that it had completed the acquisition of FPGA maker Cerlens in an all-stock transaction valued at $49.8 billion (316.5 billion yuan)

 

 

It has been more than 50 years since AMD and Intel were founded in the late 1960s. For most of that time, Intel led the development of CPUS. Although Intel kept beating AMD, AMD still stubbornly survived and constantly threatened Intel’s dominance.

 

With AMD’s resurgence, two old rivals are about to embark on a new journey. What the future holds remains to be seen.