AMD on the road to recovery.

humbug · 30 Dec 2019 at 15:30

fizzelopeguss said:
The 10nm bomb has hamstrung them. If the process was on time they would have expanded production and built new fabs as usual and AMD's revival wouldn't be quite proverbial phoenix.
But at this point they're better off focusing on their 7nm process for 2023.

Us enthusiasts/desktop/gamer crew are a small group in relative terms. Fab space is precious, and the bean counters have probably concluded that it doesn't make sense for intel to sell the 8700k for 3600 prices when they have gargantuan OEM's breathing down their necks to fulfill orders.

Right. And with that Intel are not just fighting a resurgence AMD in their back yard, Intel's cash cows are developing their own custom CPU's to cull their reliance on AMD and primarily Intel.

jigger · 30 Dec 2019 at 17:33

fizzelopeguss said:
The 10nm bomb has hamstrung them. If the process was on time they would have expanded production and built new fabs as usual and AMD's revival wouldn't be quite proverbial phoenix.
But at this point they're better off focusing on their 7nm process for 2023.

Us enthusiasts/desktop/gamer crew are a small group in relative terms. Fab space is precious, and the bean counters have probably concluded that it doesn't make sense for intel to sell the 8700k for 3600 prices when they have gargantuan OEM's breathing down their necks to fulfill orders.

2023 is looking like mid 2024. Intel said they would want a year to overlap, apparently the bake time on the proposed nodes is bonkers long. I’m not sure if Intel was including bake times with the over lap. I have a hunch Intels strategy is to put pressure on the GPU market between now and 2024. They can’t compete with AMD on the CPU and APU front, but they could possibly strong arm the industry into taking GPU’s from the old nodes at a decent profit with the promise of fulling more 14/22nm CPU orders.

Orange Nexus · 31 Dec 2019 at 07:20

humbug said:
Yeah, they have been for the past 3 years, TSMC have had the same problem this past year, they built a brand new fab to expand 7nm capacity, its coming online early next year. They have plans to expand even more. TSMC are confident enough about long term demand from their fabs to invest.

Intel have been doing a lot of talking, but not actually doing much. Not having enough capacity is a good situation to be in, sure. But their action's suggest they don't think it will last.

Despite news that intel has capacity issue, i still see more laptops with intel inside being sold by retailers. Just yesterday an electronics store inside a mall here in Barcelona, of the 20 or so laptops in display only 2 are AMD. One with a 3500U/Vega10 selliing for 650 euro.

humbug · 31 Dec 2019 at 12:32

Orange Nexus said:
Despite news that intel has capacity issue, i still see more laptops with intel inside being sold by retailers. Just yesterday an electronics store inside a mall here in Barcelona, of the 20 or so laptops in display only 2 are AMD. One with a 3500U/Vega10 selliing for 650 euro.

This is a problem AMD need to address, yes, they are tackling that next.

HangTime · 31 Dec 2019 at 16:11

4K8KW10 said:
From another thread but want to reply here on topic.

https://www.fool.com/investing/2019/11/27/if-you-invested-1000-in-amds-ipo-this-is-how-much.aspx

The thing that amazes me in that link is AMD's revenue chart. It’s not really much higher at all than it was in the early 2000s (certainly not if you take inflation into consideration) despite the apparent successes of A64 and the acquisition of ATI. I guess it's gone from about ~$5bn to ~$6.5bn

NinjaCool · 1 Jan 2020 at 19:11

AMD closes the year with a new record high at Mindfactory

Boot_Loop · 1 Jan 2020 at 19:47

NinjaCool said:
AMD closes the year with a new record high at Mindfactory

86%!? Even if the average in Europe was 75%, it's like the only choice is AMD these days. Over here, it seems we still put too much stock in the Intel brand when we shouldnt. Because imo you cant recommend Intel's 14nm CPUs over AMD's with Ryzen 3000 on the market, even for purely gaming as the tiny difference is outweighed by the negatives.

humbug · 1 Jan 2020 at 21:05

NinjaCool said:
AMD closes the year with a new record high at Mindfactory

That's ridiculous....

Journey · 1 Jan 2020 at 21:44

5,000 R5 3600, and 3,000 R7 3700X from one supplier, in one country, in one month. Total Intel sales ~4,600, total AMD sales ~27,500.

I wonder what the ASP is for the AMD products.

MartinPrince · 1 Jan 2020 at 21:53

Boot_Loop said:
86%!? Even if the average in Europe was 75%, it's like the only choice is AMD these days. Over here, it seems we still put too much stock in the Intel brand when we shouldnt. Because imo you cant recommend Intel's 14nm CPUs over AMD's with Ryzen 3000 on the market, even for purely gaming as the tiny difference is outweighed by the negatives.

Correct, it's not really hard to work out. For most scenario's it's a no brainer to go Ryzen if buying now.

Steampunk · 1 Jan 2020 at 22:03

AMD have better performance, better price, better security, more features like PCIE 4. What's not to like?

4K8KW10 · 2 Jan 2020 at 12:39

AMD Snatches Up To 40% CPU Market Share For The First Time In 14 Years
https://wccftech.com/passmark-amd-snatches-up-to-40-cpu-market-share-for-the-first-time-in-14-years/

4K8KW10 · 2 Jan 2020 at 18:04

AMD's stock surges premarket toward 20-year high after Instinet boosts price target by 45%
https://www.marketwatch.com/story/a...year-high-2020-01-02?siteid=yhoof2&yptr=yahoo

AMD 7nm Wafer Production Set To Double In 2H 2020, 7nm Capacity At TSMC Currently Fully Booked
TSMC 7nm capacity fully booked till 2H 2020, AMD set to become the largest customer for 7nm
https://wccftech.com/amd-7nm-wafer-...-7nm-capacity-at-tsmc-currently-fully-booked/

Boot_Loop · 3 Jan 2020 at 14:09

Share price has hit 49.10, that's a record.

humbug · 3 Jan 2020 at 16:58

Intel are currently at $60 https://seekingalpha.com/symbol/INTC

With AMD now at $50 and climbing rapidly how long before AMD overtake Intel?

Yes i know its just a number and means nothing, AMD's value currently stands at $55bn with Intel at $265bn, but its till a great phycological target.

$60 would give AMD a value of about $70bn, i'd love to see AMD valued at $100bn by the end of the year.

DarrenM343 · 3 Jan 2020 at 17:08

AMD seem even more excited and optimistic about 2020 products. The share price is interesting. I won't be surprised of a big correction at some point followed by a consolidation but that would be pretty normal given the massive run it's had.

CuriousTomCat · 4 Jan 2020 at 11:14

I wonder when Intel will be on the road to recovery

4K8KW10 · 4 Jan 2020 at 11:42

CuriousTomCat said:
I wonder when Intel will be on the road to recovery

With their current strategy and complete disinterest of any steps to improve their competitive positions (read super expensive underperforming products), I think they are heading to going under, not to improve anytime soon.

KungFuSpaghetti · 4 Jan 2020 at 12:04

4K8KW10 said:
With their current strategy and complete disinterest of any steps to improve their competitive positions (read super expensive underperforming products), I think they are heading to going under, not to improve anytime soon.

Intel aren't going under anytime soon, remember there's die hard lunatics like you, but flying Intel's flag. Love a bit of sensationalism though, it doesn't make you look bonkers at all... honestly.

4K8KW10 · 4 Jan 2020 at 12:07

KungFuSpaghetti said:
Intel aren't going under anytime soon, remember there's die hard lunatics like you, but flying Intel's flag. Love a bit of sensationalism though, it doesn't make you look bonkers at all... honestly.

What?
I don't touch an intel product and run away from them as far as possible.

86% sales share for AMD and 14% sales for intel at big retailers point exactly to bad times for intel.

For your information, I am right now building a new Athlon 64 4400+ X2 | 4GB DDR400 system, upgrade from Athlon 64 3700+ | 2GB DDR400.