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FinFET and Zen can act as a major tailwind for the company amid an inherently superior design. 2015 is proving to be a challenging year for AMD. However, this will change after the launch of Zen based products. The company’s Zen architecture will be transformed into products through FinFET process technology. AMD’s biggest problem was a lagging process node. It will change during 2016, and the company will probably compete head to head with Intel in the PC space. Note that AMD’s processors based on lagging technology managed to beat Intel’s leading node processors on several instances; 3D Mark and PC Mark had shown Kaveri, a 28nm, beating Haswell, which is a 22nm. Due to HSA capabilities, AMD has inherent design superiority over Intel. Given competition on same process node, AMD will give Intel a run for their money. That’s why Zen is of key importance going forward. Further, K12, a custom ARM core will place AMD to benefit from the data center growth in coming years. AMD’s move into ARM increases the total addressable market of the company. AMD can leverage its CPU and GPU design capabilities to build a differentiated ARM core. As Intel is not pursuing ARM, opportunity for AMD is huge. Current ARM players like Qualcomm don’t hold HUMA capabilities that can be used by AMD for ARM custom cores. All in all, custom core is a promising opportunity for AMD.

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