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AMD on the road to recovery.

AMD may regain 30% global desktop CPU market share in 4Q18

https://www.digitimes.com/news/a20180925PD204.html

After returning to profitability in 2017, AMD has continued gaining momentum to perform better in 2018, with its share price hitting a 12-year high recently and its global desktop processor market share likely to rebound to 30% again in the fourth quarter of the year, thanks to full foundry support from Taiwan Semiconductor Manufacturing Company (TSMC) and Intel's delay in launching 10nm processors, according to industry sources

The sources said that AMD has drastically changed its foundry strategy, loosening ties with Globalfoundries and contracting TSMC to fabricate its GPUs, server and PC processors on 7nm process. The policy change has sent AMD share prices rallying all the way since mid-2018 amid market expectations for better chip yield rates and performances as well as normal shipments to customers.

In addition, Intel's failure to carry out process transition from 14nm to 10nm in the second half of 2018 and the ensuing supply shortfall have prompted PC vendors to adopt AMD processors, further pushing up AMD's share prices to new highs in 12 years since late August.

Desktop and motherboard vendors including Asustek Computer, Micro-Star International (MSI), Gigabyte Technology and ASRock have ramped up production and shipments of devices fitted with AMD processors, driving up the chipmaker's share of the desktop processor market to over 20% in the third quarter. The company is very likely to see the figure further rebound to the level of 30% again.

In terms of server processor market, AMD's EPYC 7000 series processors have been well adopted by Mellanox and Samsung Electronics since their launch in June 2017, and the firm's expanded EPYC series have also won robust support from heavyweight clients including Microsoft, Baidu, Dell, HP and Supermicro, as well as Taiwan's Inventec, Wistron, Asustek, and Gigabyte. It is expected that the EPYC series sever processors will help AMD win a 5% share of the global x86 server platform market by the end of 2018, which has been 99% controlled by Intel.

AMD's latest EPYC processor, codenamed Rome and adopting Zen2 architecture, is slated for volume production in 2019 using 7nm process at TSMC after the delivery of samplings by the end of 2018.
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AMD needs more freedom with its foundry strategy - this gives more protection from high-level risks involved when sticking to a single manufacturer for their wafers.
 
With 8 business days still left, AMD is already set for another record breaking month at Mindfactory! :eek:
kEjwdFD.png

Sales of AMD's 2700X has exploded while the 2600 remains the biggest seller for a second month in row!
Intel's previous top seller, the 8700K continues to fall while the 8068k sees a small sale increase this month.
 
NinjaCool said:
With 8 business days still left, AMD is already set for another record breaking month at Mindfactory! :eek:
kEjwdFD.png

Sales of AMD's 2700X has exploded while the 2600 remains the biggest seller for a second month in row!
Intel's previous top seller, the 8700K continues to fall while the 8068k sees a small sale increase this month.
Click to expand...

Wow ok.... this is still happening too...

IRnzdMJ.png
 
humbug said:
Wow ok.... this is still happening too...

IRnzdMJ.png
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What is happening..? FX 8350 getting 4.5 out of 5 stars on average from over 700 reviews..? That just shows how reliable those reviews are.
Don't get me wrong I am very happy that AMD is back in the game but FX 8350 is crap CPU....
 
z10m said:
What is happening..? FX 8350 getting 4.5 out of 5 stars on average from over 700 reviews..? That just shows how reliable those reviews are.
Don't get me wrong I am very happy that AMD is back in the game but FX 8350 is crap CPU....
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lol With its 8 threads million times better than the dual-core intels in the same price zone :D
 
z10m said:
What is happening..? FX 8350 getting 4.5 out of 5 stars on average from over 700 reviews..? That just shows how reliable those reviews are.
Don't get me wrong I am very happy that AMD is back in the game but FX 8350 is crap CPU....
Click to expand...

I imagine it plays CS:GO and Rocket League ok. Certainly at 1080p, 60 fps.
 
z10m said:
What is happening..? FX 8350 getting 4.5 out of 5 stars on average from over 700 reviews..? That just shows how reliable those reviews are.
Don't get me wrong I am very happy that AMD is back in the game but FX 8350 is crap CPU....
Click to expand...

You will be surprised. As games moved to more than 4 cores the £71 (brand new) FX8350 became a great CPU especially paired with gtx1080 or bellow.
Ironic but the FX8350 these days is the definition of fine wine.

Check benchmarks by googling "fx8350 benchmarks 2018". There are also comparison benchmarks with Intel i5 non K ones. Chips two three times its price.
 
Panos said:
You will be surprised. As games moved to more than 4 cores the £71 (brand new) FX8350 became a great CPU especially paired with gtx1080 or bellow.
Ironic but the FX8350 these days is the definition of fine wine.

Check benchmarks by googling "fx8350 benchmarks 2018". There are also comparison benchmarks with Intel i5 non K ones. Chips two three times its price.
Click to expand...

100% this :)
AMD rely on wider but with slightly lower IPC processors, rather than narrower but with higher clocks and IPC from the competition.
In the end, this strategy is better for us because it greatly extends the longevity of our systems. Even despite the fact that during this life cycle, absolute top performance is sacrificed.
 
4K8KW10 said:
100% this :)
AMD rely on wider but with slightly lower IPC processors, rather than narrower but with higher clocks and IPC from the competition.
In the end, this strategy is better for us because it greatly extends the longevity of our systems. Even despite the fact that during this life cycle, absolute top performance is sacrificed.
Click to expand...

Chasing "absolute performance" is pointless act of wasting money. Even myself who replaces his computer parts often, and money isn't issue, I cannot justify the 9900K or the RTX2080ti.
That £1800 wasted down the drain in just 6 months time. I rather go to Vegas and bet on them. Might have a chance to win something. :D
 
Panos said:
Chasing "absolute performance" is pointless act of wasting money. Even myself who replaces his computer parts often, and money isn't issue, I cannot justify the 9900K or the RTX2080ti.
That £1800 wasted down the drain in just 6 months time. I rather go to Vegas and bet on them. Might have a chance to win something. :D
Click to expand...

Yes, like some millions ;)
It is smart to chase the best for the money performance, where AMD has no competition.
 
Intel must have a plan B, they probably have a new architecture ready to lay out on 12nm.or some such or they could go down the AMD route and stitch together a few of their 4c/8t high perf chips ala Ryzen and play AMD at their own game?
 
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