[1] http://www.daemonology.net/papers/htt.pdf by none other than our resident cpercival!
I've only followed casually in the last decade+ but I was under the impression that the ATI merger was meant to support a long term bet on better chips by AMD and we're starting to see the fruit of that labor.
But the chiplet architecture, supported by fast Infinity Fabric interconnect is what puts AMD ahead. Intel will have to go same route to stay competitive. And now they are two steps behind.
The smaller dies and modular setup even on the same die gives them so much flexibility in their binning and package integration and must keep defect rates much lower than Intel’s monolithic high core count chips.
Exactly this. Funny Intel is no longer mocking this as dies "glued together".
* Integrated graphics in their CPUs is important for lower-end systems and APU/SoCs. Intel had an integrated GPU at the time, AMD didn't.
* It allowed them to provide the CPU+GPU for all Xbox and Playstation consoles since the acquisition
* It might have allowed them better deals with chip factories because their volume increased
Also, most computers come with integrated graphics today. It's the no brainer choice for most uses.
So it would appear AMD was ahead of the game.
I guess, at the time, the thinking was that GPUs were a core threat to the CPU business itself, since a lot of the buzz was around using the GPU to do CPU activities.
To be honest for a while I thought that was where everything but servers would be going. You can tune your OS and applications around the slower GDDR5 and it seemed a no brainer: instead of 8GB of system memory topping out and then 4GB of VRAM doing jack shit you could have 12GB that could be dynamically assigned to whatever you wanted!
Alas, that dream was never meant to be.
Edit: I posted about this a while a back and apparently Arch Linux has a hacky way to use your VRAM as system RAM. Good stuff.