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AMD on the road to recovery.

Nutella33 said:
And this is a startling contrast to Intel's Quarter which was blamed on Covid.
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cant blame covid on intel's woes. if anything covid has proven to be golden oppotunities for tech industries - sky rocketing demand.

ok covid has put some constraint on supply but this issue doesnt really affect intel as much as AMD and Nvidia

as a general trend, most tech companies are experiencing exceptional sales and revenues, even Tesla made a record breaking profit. intel is bucking that trend. in a climat where everyone else is growth massively, standing still is effectly shrinking and collapsing.

anyway, lets hope intel dont disappear. the arguement of too big to fail can also be turned around to argue that such a massive company would be too cumbersom to manourver quickly within a very dynamic market sector. (designs and investments are decided long before the final product is ready for consumer so it takes vision to see that through) intel has been caught with their pants down this year and it is the result of their arrogance and ignorance of the threat from AMD. lets hope this time next year they are in the process of pulling those pants back up again and we can enjoy choices and price reductions (though I am not holding out for the price reductions anytime soon)
 
Intel isn't going anywhere but i think their days of having it all to themselves are over, AMD are unstoppable now especially with their acquisition of Xilinx.

Your business is going to shrink over the next few years Intel and you will have to get used to a much much tougher opponent in AMD, one that you can't put down.
 
pc-guy said:
cant blame covid on intel's woes. if anything covid has proven to be golden oppotunities for tech industries - sky rocketing demand.

ok covid has put some constraint on supply but this issue doesnt really affect intel as much as AMD and Nvidia
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I'm not, Intel's CEO and guidance did however in their Q3 earnings call, they blamed their datacentre and enterprise dip this quarter on Covid uncertainty.
 
Nutella33 said:
I'm not, Intel's CEO and guidance did however in their Q3 earnings call, they blamed their datacentre and enterprise dip this quarter on Covid uncertainty.
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What annoys me about people like this is their assumption that people are idiots, there is a degree of narcissism in it. Its what drives me to want to see them fail and fail hard.
 
humbug said:
What annoys me about people like this is their assumption that people are idiots, there is a degree of narcissism in it. Its what drives me to want to see them fail and fail hard.
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Honestly I'm not sure how they got away with that unchallenged, everyone else in the space is posting giant profits. They are still having a great year cash wise but a rather vital segment dropped and another was stagnant, and across their business - revenue, margins, op income, EPS and net income were all down anywhere in the 4-25% range.
 
humbug said:
Intel isn't going anywhere but i think their days of having it all to themselves are over, AMD are unstoppable now especially with their acquisition of Xilinx.

Your business is going to shrink over the next few years Intel and you will have to get used to a much much tougher opponent in AMD, one that you can't put down.
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I'd heard the name in passing regarding the AMD acquisition, but never looked them up:

Xilinx, Inc. is an American technology company that develops highly flexible and adaptive processing platforms. The company invented the field-programmable gate array (FPGA), programmable system-on-chips (SoCs), and the adaptive compute acceleration platform (ACAP). It is the semiconductor company that created the first fabless manufacturing model.[4][5] Xilinx’s products are used across many industries and technologies, including the data center, wired & wireless communications, AI/ML, automotive, industrial, consumer, aerospace and defense and Broadcast & Pro-AV.

Co-founded by Ross Freeman, Bernard Vonderschmitt, and James V Barnett II in 1984, the company went public on the NASDAQ in 1989.

AMD announced its acquisition of Xilinx in October 2020
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:eek: I bet they've got some interesting patents on the books...
 
Steampunk said:
I'd heard the name in passing regarding the AMD acquisition, but never looked them up:



:eek: I bet they've got some interesting patents on the books...
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AMD seems to think so, Xilinx are currently valued at $29 Billion, AMD paid $35 Billion to Get them.
 
AMD did not want to be the cheap brand,and after this they certainly won't be!! :P

I just hope they integrate this better than they did with ATI,which nearly scuppered the company.
 
humbug said:
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.
 
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CAT-THE-FIFTH said:
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.
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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.
 
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.
 
humbug said:
Divides will continue to be paid out of the AMD group, which of course Xilinx income will be a part of.
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I'm assuming you mean dividends, which will be heavily diluted for Xilinx shareholders if the current dividend is kept the same for both companies.
Say the dividend was $100M before for Xilinx and zero for AMD, that will now be spread across all shareholders which means 4 times as many.
So the dividend will be 25% of what it was for Xilinx shareholders, assuming they keep paying it.
If they do, then that's still a bonus for old AMD shareholders who were getting nothing.
 
humbug said:
AMD saved ATI, they were about to go bust.
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Then for several years, the graphics cards kept the company going and allowed them to invest in R&D when the CPUs were tanking. It certainly gave them the Xbox/Playstation money, and all that parallellism tech went into server products too. It's gone back and forth, but in the long run having the unique selling point of owning both CPU and GPU tech has helped them get where they are today.
 
4K8KW10 said:
https://www.tomshardware.com/news/amd-vs-intel-highest-overall-x86-chip-market-share
AMD Desktop Unit Market Share 2Q 2020 = 19.2%
AMD Mobile Unit Market Share 2Q 2020 = 19.9%
AMD Server Unit Market Share 2Q 2020 = 5.8%

AMD's overall desktop market share is still relatively low, increasing very slowly.
In the mobile space, AMD's lineup gains much faster thanks to the best Zen 2 APUs.
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AMD Desktop x86 Market Share 3Q 2020 = 22.4%
Desktop exclud. IoT 3Q 2020 = 20.1%
Notebook exclud. IoT 3Q 2020 = 20.2%
Client x86 exclud. IoT 3Q 2020 = 20.2%

AMD Desktop Unit Market Share 3Q 2020 = 20.1%
AMD Mobile Unit Market Share 3Q 2020 = 20.2%
AMD Server Unit Market Share 3Q 2020 = 6.6%

AMD Reaches Highest CPU Market Share Since 2007, Q3 2020 Report (Updated)
https://www.tomshardware.com/news/amd-vs-intel-q3-2020-cpu-market-share-report

Mercury Research: AMD Achieves 22.4% Share Of The X86 Market, A High Not Seen Since 2007
https://wccftech.com/mercury-resear...of-the-x86-market-a-high-not-seen-since-2007/
 
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