米半導体大手AMDが全従業員の約4%を削減すると発表しました。急成長するAI半導体市場への投資を強化し、競合であるNVIDIAに追いつくための戦略が背景にあります。
🟦 AMD’s Strategic Shift to Rapidly Expand the AI Semiconductor Market Announces Approximately 4% Job Cuts
AMD is concentrating its business resources on the AI semiconductor division to meet the rapid growth of the AI semiconductor market. While strengthening sales of AI processing semiconductors (GPUs) for data centers, which are expected to grow, the company announced a policy of reducing the number of employees in the sales and marketing departments of PCs and games.
Specifically, according to AMD’s annual report, about 1,000 people, or about 4% of the company’s 26,000 employees at the end of 2023, will be targeted for cuts, with a focus on consumer and gaming PC sales and marketing positions. With this strategic shift, we aim to accelerate our growth in the AI space and close the gap with our strong competitor, NVIDIA.
🟦 Intensifying competition with NVIDIA and AMD’s growth strategy
AMD’s rapid growth in the AI field is due to the fact that its competitor, NVIDIA, already has a significant lead in the AI semiconductor market. NVIDIA has established a monopoly position in the market by providing AI-related software platforms ahead of time, so sales in the August-October period of 24 are expected to reach $ 32.5 billion (about 4.875 trillion yen).
In order to compete with such strong competition, AMD increased its R&D expenditure from January to September 24 to $ 4.7 billion (705 billion yen) by 9% compared to the same period of the previous year, and is strengthening investment to improve its technological capabilities in the AI field.
🟦 Summary
In order to strengthen its competitiveness in the fast-growing AI semiconductor market, AMD has decided to focus its resources on the AI space and reduce its workforce accordingly. In response to the current situation where competitor NVIDIA is leading the AI semiconductor market, AMD plans to review the allocation of resources in the conventional PC field while investing in areas where growth is expected.
Intel used to have a monopoly share of the server GPU market, but in recent years, AMD has gradually increased its share. In addition, Nvidia still boasts a high share of the server GPU market, but AMD may be able to gain even more market share in the future by continuing to make steady efforts.
