their CPU department start clawing back its market pie
its GPU part is very concerning,,,,
The big problem for AMD is their competitors are developing tirelessly.
In the CPU department, Ryzen is a huge step up from Bulldozer, but still >30% behind Skylake IPC. AMD need to
keep developing, and I'm not talking about small tweaks. Intel will release its next architecture next year, so AMD needs to keep investing to keep up, relying on Zen for five years is not good news.
Regarding GPUs, AMD have been pretty stagnant since the launch of GCN, just minor tweaks while Nvidia keep innovating.
Meanwhile AMD have spent billions on projects like "skybridge" and K12, and APUs which are not profitable. AMD's research budget might be tight, but if they focused on two instead of five things, they could at least make a profit.
With AMD's cpu money RTG can hopefully increase its R&D budget and if rx vega is about as good as a 1080 now, it should at least outperform it in the long run when more optimized games are released and it gets better drivers, which still would make it a good long-term option.
The same story as always; default to waiting for "optimized" software. The final phase of the AMD product cycle.
I don't think they planned to underdeliver. But sometimes crap happens and without extra resources, you can't turn things around (i.e. run another silicon revision).
Well, they might not estimate the performance exactly, but they did know the consumption for a given clock frequency. Nvidia manages to get 200-300 MHz more, while consuming less energy. This is due to the chip design, which is no accident.