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AMD on the road to recovery.

RavenXXX2 said:

MSN

www.msn.com
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As expected pretty flat.

The more upbeat Intel article linked is a little odd but not off trend, because Intel are ever so slightly up this quarter is giving people hope that Intel have bottomed out, but they aren't looking any deeper than face value, Intel sacked thousands of its staff in this quarter, that's why they have an extremely marginal profit this quarter, absolutely nothing to do with Intel recovering in any market segment, which they aren't, Intel main source of revenue, Data centre is still running on margins of 4% despite having launch Sapphire Rapids, compared with AMD's 30+ %, its been like that for several quarters now, Bergamo, Genoa and GenoaX aren't even entered the market yet, they do that in this quarter.
 
subbytna said:
It's totally "pulling a Nvidia"

Exact same!

"Introducing our new 4080 (cricket sounds) ....oops we meant 4070Ti"

AMD are doing the same 7900XT should have been 7800XT and everyone knows it. Just done the exact same thing as Nvidia did.
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Exact same..... its like these hyperbole click bait Youtubers, i can't take people scream increasing the price by 35% is exactly the same as 70%, no its not, not going to engage with that.

Its currently £725, its about 10% more expensive than the 6800XT was, the 4080 is £1100, its still 60% more expensive than the 3080 was, get real...
 
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AMD's market cap in now 1/3 (33%) higher than Intel's.

This makes them the sixth largest chip maker. Nvidia are by far the largest, they are romping ahead...

1, Nvidia: $1.384 Tr. :eek:
2, TSMC: $533 Bn.
3, Broardcom: $516 Bn.
4, Samsung: $356 Bn.
5, ASML: $281 Bn.
6, AMD: $258 Bn.
7 Intel: $194 Bn
8, Qualcomm: $155 Bn
9, Texas Instruments: $147 Bn
10, AMAT: £127 Bn

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If AMD has a significantly better than expected 2023 Q4 / years end result their stock value could rise to $200 which would push their market cap past $300 Billion, past ASML and on the heel's of Samsung.

AMD haven't really dipped their hands in to that massive pot of cash, well ok they bought Xilinx with some of it, $45 Billion of it.... anyway if they do i think its time AMD used a few billion of it and went on a massive marketing campaign, i think they should be loud and proud of all the devices you find AMD in and they should centre a brand mindshare campaign around that, huge, massive, everywhere, relentless for a couple of months, AMD need a brand recognition campaign like the one Intel made in the 1990's.
 
AMD power this and its predecessor Opportunity, this thing that was meant to last 3 month's in its environment but ended up lasting 15 years.

No one knows that, few people have any idea who makes all the console chips, the chips in a lot of the satellites people don't know they rely on, and some of the cars they drive, a lot of the medical equipment that save their lives.... AMD need to be a lot more loud and forthright about who they are. Anyone who is anyone that needs something cutting edge and custom designed and reliable choses AMD.

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jigger said:
www.statista.com

PC GPU vendor market share by quarter 2023 | Statista

As of the fourth quarter of 2023, Intel was the biggest vendor in the PC GPU market worldwide, occupying 67 percent of the market.
www.statista.com www.statista.com

www.statista.com

Intel/AMD x86 laptop CPU market share 2024 | Statista

Intel processors made up to over 70 percent of laptop central processing units (CPUs) test benchmark results in the fourth quarter of 2024, up from the higher share seen in previous quarters but lower compared to the first quarter of the same year.
www.statista.com www.statista.com

www.statista.com

Top semiconductor foundries market share 2024 | Statista

In the first quarter of 2024, Taiwan Semiconductor Manufacturing Company (TSMC) recorded a market share of 61.7 percent in the global semiconductor foundry market, while Samsung occupied 11 percent of the market.
www.statista.com www.statista.com

AMD and Nvidia must pay for their admission into Intels market. How dare they steal double digit percentages from Intels pocket. The mechanism that allows this? TSMC. So Intel have decided to take on TSMC.
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Can't see any of it, all you get is this BS....


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jigger said:
Strange the links work for me.

GPU market 67% Intel.
CPU market 71% Intel.
Semiconductor market 61.7% TSMC.

Intel has been ploughing its resources into taking the market from TSMC. Which make business sense as Intel already own the other markets and by muscling in TSMC Intel get to drink everyone’s juice even in markets Intel don’t operate. A nice little fringe benefit that in itself worth more than Intels investment without the government aid they receive.
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You know why that says GPU market share: Intel 67%? Because the people who came up these statistics don't understand the thing they are making statistics about, and people pay for this crap.... :cry:

They are double counting CPU's with iGPU's in them, they count them once for the CPU and then again for the iGPU on that CPU.
 
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