I worked with the engineer cited in that article. He left the company, on less than amicable terms, pretty early in the bulldozer project. I'll just say he lacks credibility, and leave it at that.
The whole project was over-scoped and over-ambitious. Flush with the success of K8, AMD decided to undertake a completely new from-scratch processor design. New architecture, new cell libraries, new design methodologies, new tools -- we chucked everything out and started over completely.
It's like AMD had their first taste of champagne with the success of K7/K8, and we immediately got drunk and fell on our face.
I would also like to single out for opprobrium Bruce Gieseke, the technical director of the project, who shoved an utterly impractical and labor-intensive design methodology down our throats, and would not relent even when it became clear how much it handicapped the project. We should have been trying to synthesize much more of the chip from day one.
Over all, the project was plagued by delays, bugs, and dead ends. It was way over budget and well past schedule; in the end, it came to market at least two years too late to have an impact. By the time bulldozer-based products reached market, the technical innovations of the new architecture had already been bested (or at least matched) by Ivy Bridge. And of course, Intel has Haswell on deck; AMD, having poured all its resources into bulldozer, has nothing left in the tank.
But bulldozer was also disastrous for all the resources it leeched away from other projects, and the way it focused the company's energy on a product whose market was at least flat, if not yet shrinking. There were some really promising projects that got cancelled so that AMD could throw more engineering resources at bulldozer.
management: fail
schedule: fail
technical: would have been awesome in 2009
foundry: Working with Global Foundries was not entirely smooth, but it would be inaccurate to lay too much blame here.
What a wave of nostalgia. I took a job at AMD in 2005, right at the zenith of their success. I was totally enamored of the great technology that went into K7 and K8, and I was ready to help this underdog company stick it to Intel and turn the microprocessor world on its ear.
I worked there for six years, through fumble after disaster after boondoggle. I could go on and on about all the reasons I believe AMD went down the tubes -- and I'm really looking forward to reading the second installment -- but I think a lot of it reduces to the disfunctional corporate culture alluded to in this piece.
During my time at AMD -- and the old-timers confirmed that it was ever thus -- there was always the sense that every project was make-or-break for the company, that we were always on the brink of disaster. Long-term strategic planning is simply not in the company's DNA. We lurched around like a headless chicken, and when -- through a combination of good products and missteps by Intel -- AMD finally got a taste of sucess, we squandered it in the most ham-handed and disastrous (and predictable) way.
P.S. Bulldozer project was a total horror show, beginning to end.