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AMD on the road to recovery.

Intel continues to hold a commanding position in this space, with deep, many-year relationships with key datacenter players and server vendors, and it presents customers with hardware as one part of the server solution rather than focus on pure silicon.

To that end, with thousands of engineers fine-tuning myriad datacenter applications to run as efficiently as possible on Intel Architecture, the decision to switch a server installation from Xeon to Epyc isn't, in the real world, immediately straightforward. Things move slow, usually on a multi-year cycle. Rival Intel will also claim that the latest Xeon processors are better-suited for emerging workloads such as AI, and that related products such as Optane memory and upcoming accelerators alter the overall performance dynamic more into its favour. Then there's the just-announced Cooper Lake architecture that promises up to 56 socketed cores, multi-chip implementation, and greater memory bandwidth - leading to Xeon and Epyc becoming more alike than ever before.
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https://hexus.net/tech/reviews/cpu/133244-amd-epyc-7742-2p-rome-server/?page=8
 
I think you are actually right Panos! :eek: :D
Standard Core 2 Duo/Quad LGA-775 CPU Fan
cfan1.jpg

Xeon E-2274G CPU Fan
QAPylXoApw46nFuC.jpg
 
All of this is very exciting for AMD. Making profits, which are only looking to grow, share price up massively. Absolutely dominating in the server space capabilities, all 3 major CSPs are rolling out EPCY HPC nodes, and some general compute ones at a lower cost than Intel and apparently they have an extremely short ROI of about 3 months.

Desktop Mainstream and the upcoming TRX40 look fantastic too with it being the best buy at almost every price point, if not every price point. Not to mention Intel continues to have huge bad security news and performance degradation week in week out, largely avoided by AMD. Which could be a huge winner in the virtualisation cloud world.

I'm excited for their profits, which means RnD and competition in the market. They've managed to pull out a huge win on a shoestring budget compared to Intel. Lets hope they can ride the wave and maintain competitive offerings now.
 
I feel the next couple of years is going to be even stronger for AMD than this year, and thats saying something.

Feel most big companies will head towards EPYC following in the footsteps of the major CSP's, not to mention professional users heading towards threadripper as its much better performance for much lower price - The same can be said for desktop CPU's.

Zen3 and Zen4 will only make this more apparent
 
Comparing the share price isn't really telling you the whole story, as they diluted the shares between 2009 and 2019 with about half a billion extra shares taking it from 678 million to 1.1 billion... That makes hitting the previous high more impressive (as the market cap is spread across a larger number of shares).... on the other hand, $40.88 in 2000 is worth about $61 in today's money so you could argue it hasn't really reached parity yet as far as an individual share is concerned.

Put another way, back in 2000 AMD was worth 27.7 Billion (about 41 billion adjusted for inflation) and today at close of trading they are worth 45.4 billion despite the share prices looking similar... they actually exceed their previous inflation adjusted market cap back at around 37.27 a share last month.

Anyway, glad I didn't end up selling some a few days ago - I am honestly surprised it zoomed about the $40 mark so easily.
 
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Wells Fargo analyst Aaron Rakers joined the crowd and increased his price target to $48 from $40, citing the chip maker’s gains in the server market.
https://www.barrons.com/articles/am...m-rating-51574182239?siteid=yhoof2&yptr=yahoo

"Meanwhile, Mizuho Securities’ Vijay Rakesh sees the intense competition from Intel as a steep hurdle for AMD to overcome. Even with its new graphics cards, the five-star analyst argues that AMD is being undercut by Intel’s Cascade Lake price reduction. He adds that Intel has also been aggressive in terms of offering software support. To this end, he reiterated his Hold rating and $38 price target, indicating 8% downside. (To watch Rakesh’s track record, click here)"
https://finance.yahoo.com/news/street-watch-amd-surged-product-133745245.html
 
4K8KW10 said:
Wells Fargo analyst Aaron Rakers joined the crowd and increased his price target to $48 from $40, citing the chip maker’s gains in the server market.
https://www.barrons.com/articles/am...m-rating-51574182239?siteid=yhoof2&yptr=yahoo

"Meanwhile, Mizuho Securities’ Vijay Rakesh sees the intense competition from Intel as a steep hurdle for AMD to overcome. Even with its new graphics cards, the five-star analyst argues that AMD is being undercut by Intel’s Cascade Lake price reduction. He adds that Intel has also been aggressive in terms of offering software support. To this end, he reiterated his Hold rating and $38 price target, indicating 8% downside. (To watch Rakesh’s track record, click here)"
https://finance.yahoo.com/news/street-watch-amd-surged-product-133745245.html
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Mizuho Securities are right, what Intel are doing is paying for software development provided they buy Intel chips, Software development can often cost more than the hardware in which case Intel would be 'by proxy' giving their CPU's away.
 
Good to see AMD take over after all these years, now I would like to see them take over the GPU market too, Nvidia are huge rip off merchants. New build soon and I will be staying clear of both Intel and Nvidia.
 
4K8KW10 said:
AMD Unveils CPU Market Share Statistics – Highest Market Share Since 2014, Captured All Segments Including Server, Desktops, and Notebooks https://wccftech.com/amd-cpu-market-share-highest-since-2013-ryzen-threadripper-epyc/

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4K8KW10 said:
Slowly rising (and decreasing) in Q119 :confused:


https://wccftech.com/amd-cpu-market-share-desktop-notebook-gains-q1-2019/
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4K8KW10 said:
It's quite interesting how the desktop market share remains flat sequentially!

https://www.tomshardware.com/news/amd-desktop-pc-mobile-server-overall-market-share,40141.html
AMD Desktop Unit Market Share 2Q 2019 = 17.1% (+0 over Q1 2019 and +4.8% over Q2 2018)
AMD Mobile Unit Market Share 2Q 2019 = 14.1% (+1% over Q1 2019 and +5.3% over Q2 2018)
AMD Server Unit Market Share 2Q 2019 = 3.4% (+0.5% over Q1 2019 and +2% over Q2 2018)
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It's always nice to keep record on the progress achieved by AMD:

https://www.techradar.com/news/amd-...are-but-intel-isnt-going-down-without-a-fight
AMD Desktop Unit Market Share 3Q 2019 = 18%
AMD Mobile Unit Market Share 3Q 2019 = 14.7%
AMD Server Unit Market Share 3Q 2019 = 4.3%
 
This is the first year where AMD has really done well, obviously adoption to technology (especially in the server market) is a long process for most companies so that will still take some time. Of course the giants like Google and Amazon will find it easy to move quickly, and I can see many other companies following suit in the next couple of years.

same goes for Desktop market share with more and more people going to pick AMD next year.

unfortunately the mobile side is still a bit weak so I can still see Intel having a healthy advantage over AMD here
 
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