https://www.tomshardware.com/news/t...erail-amds-cpu-plans#xenforo-comments-3751101
Do you guys think this will spell trouble for AMD?
Do you guys think this will spell trouble for AMD?
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AMD on the road to recovery.
- Thread starter humbug
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Soldato
No, because TSMC will do absolutely everything to get it working LFY because Apple have bought up the lion's share of allocation. And TSMC do not want to **** off Apple. By the time AMD's roadmap moves to 3nm it'll all be sorted.
Nothing good about this news for any user of TSMC's planned 3nm process, that's for sure. Hopefully TSMC can fix it to prevent delays.
Are you kidding me?
Investing "gurus" have never had any idea what is happening in tech sector. Never. Then you have Wall Street crackpots. Good time to buy
They are shorting, their friends will buy in low and later Barclays will upgrade AMD again to push the value up.
It's not just amd, they also downgraded dell and HP and some other tech companies
the downgrades are because they forecasting pc hardware sales to soon drop off from its highs last year and they also expect to Intel's x86 and Nvidias ARM offerings to put a spanner in the works on the CPU front
Soldato
With the stupid price of tech now and the real life living expenses soaring, people will choose to eat rather than buy new hardware. I see why they have downgraded tech stocks.
Makes sense to downgrade the likes of Dell and HP. But AMD will continue to sell everything the can make this year.
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AMD making another $1.9 billion purchase? https://www.reuters.com/technology/...-pensando-19-bln-data-center-push-2022-04-04/
AMD is growing at a rapid pace, they are no longer small player.
Very sensible acquisition for AMD.
Q1 2022 Financial results.
AMD beats expectations by $300 Million.
Revenue: $5.887 Billion, up 71% Y/Y, up 22% Q/Q
Gross Profit: $2.18 Billion, up 78% Y/Y, up 18% Q/Q
Operating expenses: $1.95 Billion , up 110% Y/Y, up 59% Q/Q
Operating income: 0.951 Billion, up 44% Y/Y, down 21% Q/Q
AMD's revenue has increased significantly Y/Y and Q/Q due to strong Data-centre demand, Operating expenses have also increased greatly due to Xilinx Acquisition costs, that has resulted in 21% less operating income for this quarter.
For the second Quarter AMD are expected to generate revenues of $6.5 Billion through Data-centre growth.
Full year 2022 AMD is expected to generate $26.3 Billion in revenue, this compared with $16.4 Billion full year 2021, an increase of $9.9 Billion.
By 2021 Chip designer by revenue rankings this would put AMD #5, up from #10 and ahead of Nvidia, tho they are also expected to grow in 2022 so probably not.
Still, AMD are growing from strength to strength, Intel's 2021 revenue was $79 Billion. Samsung $81 Billion and Nvidia $26 Billion.
seekingalpha.com
AMD beats expectations by $300 Million.
Revenue: $5.887 Billion, up 71% Y/Y, up 22% Q/Q
Gross Profit: $2.18 Billion, up 78% Y/Y, up 18% Q/Q
Operating expenses: $1.95 Billion , up 110% Y/Y, up 59% Q/Q
Operating income: 0.951 Billion, up 44% Y/Y, down 21% Q/Q
AMD's revenue has increased significantly Y/Y and Q/Q due to strong Data-centre demand, Operating expenses have also increased greatly due to Xilinx Acquisition costs, that has resulted in 21% less operating income for this quarter.
For the second Quarter AMD are expected to generate revenues of $6.5 Billion through Data-centre growth.
Full year 2022 AMD is expected to generate $26.3 Billion in revenue, this compared with $16.4 Billion full year 2021, an increase of $9.9 Billion.
By 2021 Chip designer by revenue rankings this would put AMD #5, up from #10 and ahead of Nvidia, tho they are also expected to grow in 2022 so probably not.
Still, AMD are growing from strength to strength, Intel's 2021 revenue was $79 Billion. Samsung $81 Billion and Nvidia $26 Billion.
Advanced Micro Devices tops earnings and revenue expectations; revenue jumps 71%
Advanced Micro Devices press release (AMD): Q1 Non-GAAP EPS of $1.13 beats by $0.20.Revenue of $5.9B (+71.2% Y/Y) beats by $330M.Shares +4.2%.For the second quarter of...
seekingalpha.com
Yes they are still small relatively speaking but do seem to be steadily growing and their technologies are impressive.AMD is beating expectations for several quarters in a row. Maybe time for analysts to come up with better expectations
I suspect they'll get another credit rating upgrade later this year as well.
Good results fo sho. I had a little dabble and bought some more stock before results yesterday, figuring we've probably had about all the bad news we can have about semiconductor supply.
A few more trades like this and I might be able to upgrade my GPU
A few more trades like this and I might be able to upgrade my GPU
I don't think they are, going by 2021 revenue rankings this is where AMD would land today.
Chip designers in perspective year 2021.
#1 Samsung: $81.3 Billion
#2 Intel: $79 Billion
#3 SK Hynix: 37.1 Billion
#4 Micron: $30 Billion
#5 Qualcomm: $29.2 Billion
#6 Advanced Micro Devices: $26.3 Billion
#6 Nvidia: $26 Billion
#7 Broadcom: $20.9 Billion
#8 Texas Instruments: $18.3 Billion
#9 MediaTech: $17.7 Billion
#10 Advanced Micro Devices: $16.4 Billion (Actual 2021)
#11 Apple: $15.1 Billion
#12 Infineon: $13.5 Billion
#13 Kioxia: $13.4 Billion
#14 ST: 12.8 Billion
#15 NXP $11 Billion
If AMD keep growing at the rate they have been they will overtake Qualcomm and Micron to land behind #3 SK Hynix and #2 Intel in 2023. AMD are the fastest growing semiconductor, and by a long way.
Being around where Nvidia are i don't think we can say AMD are relatively small.
By relatively I should have qualified, relative to their two main rivals Intel and Nvidia (Nvidia has similar revenue but all in GPU-ish), whose market share they will need to take to match them. Great job so far but still some way to go bearing in mind they are fighting on two fronts. As you say rate of growth is impressive.
Fair enough, i would be interested to see Intel's financials next, it seems to me increasingly AMD are pushing Intel out of data-centre, that's where all of AMD's growth is from and their gain must be someone's loss.