I recently read an article on the Motely Fool concerning AMD's future in light of current Radeon GPU shortage. Timothy Green, an investor in Nvidia, says this short term demand will not last and in the long term this will hurt AMD's market share in the PC gaming market. I wholeheartedly disagree:
The current shortage of AMD GPUs is a sign of long term strength for AMD. The shortage in high-end AMD GPUs will easily be resolved by contracting more production, and AMD is now positioned to gain hugely in the GPU supercomputing market.
1. Both AMD and Nvidia are "fabless" chip designers. Therefore they can quickly ramp up production by contracting more capacity from chip manufacturers.
2. AMD is uniquely positioned to increase production of its GPUs due to its close cooperation with GlobalFounderies, a chip manufacturing company spun-off from AMD in 2009. Nvidia, meanwhile, has had capacity issues with its main manufacturer TSMC.
3. AMD's GPUs have a raw performance advantage is not limited to mining cryptocurrencies. AMD's chip design makes it significantly more efficient for the calculation of one way cryptographic hash integers: these hashes form the basis of modern cryptography. Combined with the long time it takes to create a new GPU core design, it it safe to say that AMD GPUs are more powerful and will remain more powerful in a variety of computational applications including but not limited to cryptographic calculations.
4. Nvidia's cards and the proprietary CUDA language have long been preferred for GPU based scientific computation because CUDA has been easier to program for. AMD uses the OpenCL language, which has now matured to a point where programmers are opting for OpenCL and AMD due to performance advantages.
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