AMD on the road to recovery.

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I'd heard the name in passing regarding the AMD acquisition, but never looked them up:



I bet they've got some interesting patents on the books...

AMD seems to think so, Xilinx are currently valued at $29 Billion, AMD paid $35 Billion to Get them.

 

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AMD did not want to be the cheap brand,and after this they certainly won't be!!

I just hope they integrate this better than they did with ATI,which nearly scuppered the company.

AMD saved ATI, they were about to go bust.

 

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But it also almost scuppered AMD too,as the integration was problematic(and it also left AMD in a tighter financial situation which affected R and D spending). Even though this is being paid with shares,I hope the new shareholders are those who play the long game,and are not expecting instant dividends each quarter. Because AMD really needs to maintain its R and D intensity.

That is a good point, but Xilinx is a company very much in profit.

Nothing at Xilinx will change, i think they will continue operate under the Xilinx name, in Xilinx offices with Xilinx staff, they will continue as if they are independent from AMD, at last for a while, perhaps years, with AMD in the background as a parent company but ultimately Xilinx is AMD. Divides will continue to be paid out of the AMD group, which of course Xilinx income will be a part of.

ATI operated as ATI for several years, the HD 4000 and 5000 series GPU's were branded ATI, they came out of ATI, they were ATI with an AMD cash and IP injection, GDDR was invented by ATI with AMD's money and IP, there were problems as AMD hit financial problems, but they got over it and now its just AMD, there is no more ATI.

 

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I don't think this is the last acquisition AMD are going to make, i think they are trying to grow themselves into a massive company, one that has its fingers in allsorts of pies and is not easy to push around. They are going to fight Intel, Nvidia.... by bulking up.

 

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They got to $97.12 a week ago, so close....................

 

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https://www.hardwaretimes.com/amd-d...s-intel-on-pm-for-the-first-time-in-16-years/



Not all good news tho. AMD need to get Zen 3 Mobile Chips ready ASAP.

 

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They peaked at $99.14....... the just can't crack that $100

 

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Bob Swan to step down as Intel CEO.

That isn't wise - to wait for the better times is more acceptable, don't you think?
Intel's CPUs are old technology and not reliable - high upfront cost, high to-run cost, security threats, hot and power hungry, shady illegal business, etc, etc.

Meanwhile, AMD's stock keeps losing value
What is happening in AMD?

One reason is that Bob Swan news, he had a chat with Intel's investors and the result is his departure as CEO, they think Intel will do better with someone else in charge.

I wouldn't worry too much about it, since November AMD have gained 25% share price and lost 5% again, Q4 2020 Financials are out in a short while, they will show they have done very well.

 

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https://ir.amd.com/news-events/pres...s-fourth-quarter-and-full-year-2020-financial

Q4 2020.

Revenue: $3.244 Billion. Up 53% on Q4 2019.
Gross profit: $1.45 Billion.
Gross margin: 45%.
Operating expenses: $881 Million.
Operating income: $570 Million.
Tax Valuation Allowance Release Benefit: $1.301 Billion.
Net income: $1.781 Billion.



Year 2020.

Revenue: $9.763 Billion.
Gross profit $4.347 Billion.
Net income: $2.490 Billion.

Vs 2019.

Revenue: $6,731 Billion.
Gross profit $2,868 Billion.
Net income: $341 Million.

 

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Never looked at the financials, didn't realise AMD only had a revenue of $10bn. Smaller setup than I thought.

Yeah, 11.500 Employees, compared with about 120.000 on the Intel side, their 2020 revenue was $77 Billion.

 

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Zen 2 still outselling zen 3 especially on 6 cores where AMD have priced out many budget buyers on their new stuff.

Look at the chart, AMD sold near as many 5800X as Intel sold CPU's, and 5600X the same again, So AMD sold twice as many Zen 3 CPU's as Intel sold CPU's.

 

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The most expensive CPU Intel have on this cart is last gen's 9700K, and it is cheap, but ranked higher than it is the 5950X which is also price gouged, its mega money...

Right across the board it doesn't matter if the CPU is cheap, or mega expensive AMD sell them all at a higher rate than Intel, the only ones Intel can sell in real numbers are the cheap ones. the 5900X is the second best selling CPU for #### sake.

Welcome to Intel being the budget brand.

 

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The only reason a lot of people brought the 5800X is because there was no availability on the 5900X.

AMD still need a zen 3 chip in the £200 price range as I doubt the 3600 will hold up against chips like the 11400F.

I don't think you're reading that chart right, on it AMD sold over 5000 5600X alone last month, Intel sold about 6000 CPU's full stop

 

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And how many 3600s were sold?.

About 8000

 

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That's a large share of the market if Intel drop a decent chip in there.

What Intel need is a miracle.

 

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There is a supply issue due to... stuff. But AMD really are also selling Ryzen 5000 faster than they can make them, when they are in stock they sell in very high numbers, they sell more 5600X / 5800X than Intel sell CPU's. Period.

 

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Paying 50% more for just 19% more performance on the 5600X is the reason the 3600 is still king, people are not daft.

You're right, its why they still make the 3600 and will keep making it right through 2021. Its the new 2600.

 

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£440 is what i paid for my 5880X, 6 days later it was £400, at the time the 5900X was unavailable and listed pre order at over £500.

I was seriously considering a 9900K at the time, almost pulled the trigger on one at £330.

 

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https://www.hardwaretimes.com/1-mil...f-amds-7nm-capacity-at-tsmc-3-4-for-big-navi/

1 Million Ryzen 5000 CPUs were Sold in Q4 2020: That’s Just 10-12% of AMD’s 7nm Capacity at TSMC; 3-4% for Big Navi

Also, in the same quarter AMD sold 7 Million Console SoC's, 300K RDNA2 GPU's.
A total of 10 Million Chips, their entire Q4 2020 capacity.

Not in this article but Sony has announced that they expect to sell 18 Million PS5's in 2021.

https://www.hardwaretimes.com/amd-c...shortages-rather-than-tsmcs-foundry-capacity/

According to a report from Digitimes, AMD’s chip shortages are primarily due to ABF substrate shortages rather than limited foundry capacity at TSMC. Recently, rumors had started popping up, claiming that AMD may divert some of its APU and GPU production to Samsung’s advanced foundries to ease the shortages.

They need to... They have grown to the point where TSMC are the bottleneck.

 

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Well only somewhat since the hardwaretimes article also says:

Not sure I fully trust those figures just because I put together this spreadsheet after reading about the PS5 4.5 million figure and got nowhere near that.
Of course my figures might be very wrong, I got those PS5's dies as taking up at least 34,000 wafers (more if Sony's decision to change clocks at the last minute caused their yields to plummet), which I made out the equivalent of 24 million Zen3 CCDs.
Whereas 1 million Zen3 CCDs I would would be around 1,500 wafers. A lot less than the 11-12% in the article.

Put the spreadsheet on Ethercalc if anyone wants to play with it.
https://ethercalc.net/z5qh0dcxbf

Interesting. thanks