AMD on the road to recovery.

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Yeah AMD need new GPU's, surprise surprise....

They still made $102m after tax this quarter.

And look at it this way:
In 2016 AMD made a $497m loss.
In 2017 AMD introduced Ryzen and made $43m profit.
So far this year with 1 quarter still to go they have made $299m profit.

They will make over $400m this year, that's really good.

And there is more to it:
In 2016 they spent $1b on R&D
In 2017 R&D spend was $1.1b
So far this year AMD have spent $1.07b on R&D
So as well as ending with healthy amounts of profits (money in the pocket after expenditures including taxes) their R&D spend is also going up.

 

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New sales data for October 2018 from Mindfactory


AMD is still doing great compared to the October preview that I posted about earlier.
It will be interesting to see how big of an impact Intel's 9000 series will have going into the Christmas season.

AMD destroying Intel in sales right there. As for Intel, they can't even supply the market so little will change over Xmas.

 

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Interesting to see Amazon's review count for each CPU. 2600x, 1600x, 1600, 2600 and 2400G have exactly the same amount of reviews Intels 8700K and 8600K has same number as well

Well spotted, Those Ryzen and Intel CPUs are sharing the same reviews.

 

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lol....

 

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We'll see.
My bet is Zen 2 to Zen 3 will be more than Zen to Zen+.

So, Bulldozer to Zen 52% IPC
Zen to Zen+ 3% IPC
Zen+ to Zen 2 anywhere from 13% to 29% IPC
Zen 2 to Zen 3 4-5% IPC
Zen 3 to Zen 4...............
Zen 4 to Zen 5...............

Bulldozer to Vishera 0 to 5% IPC
Vishera to Excavator 10% IPC
Excavator to Zen 52% IPC
Zen to Zen+ 3.5% IPC
Zen+ to Zen 2 anywhere from 13% to 29% IPC
Zen 2 to Zen 3 4-5% IPC
Zen 3 to Zen 4...............
Zen 4 to Zen 5...............

Fixed it

 

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Į wonder why they are blowing up the chart sizes as well? Last month it was 71% for AMD yet the bar is higher this month with 69%

They are not blowing up the chart size, look on the left hand side, its a scale of how many CPU's have been sold, last month it was around 13,000, this month its around 17,000, higher number: taller bars.

 

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No problem

 

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will be configured with 200,000 AMD EPYC "Rome" CPU cores which for the mathematicians out there works out to 3,125 64 core AMD EPYC processors.

3,125 * 64 = 200,000

 

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The CPUs are 3125. The logical processors (threads) are 400 000.

3,125 64 core CPU's: 3.125 Multiplied by the CPU's cores = 200,000 cores (400,000 Threads) yes.

 

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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/

That's actually not bad, not bad at all.....

 

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Good news for AMD today. AMD to power Googles game streaming service. Investors like the news too, shares up 12%

It seems AMD are partnering with Google to build a 10.7TF GPU for Googles Stadia Cloud Gaming Service, this is pretty big for AMD.

https://techcrunch.com/2019/03/19/g...NvbS8&guce_referrer_cs=U7utMJ9Nf6BNO1VgY3PZ4Q

 

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Nice

 

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BofAML raises AMD on margin potential

Bank of America Merrill Lynch reiterates a Buy rating on AMD (AMD -1.7%) and raises its PT from $30 to $35 saying that while cyclical headwinds exist for H1, gross margins are expected to expand in 2020.

Analyst Vivek Arya cites the "potential for more benign price competition with key rival Intel (INTC -0.3%)," where the new management is more focused on FCF and 5G than pressuring AMD on pricing.

https://seekingalpha.com/news/3449039-bofaml-raises-amd-margin-potential#email_link

 

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Cowen raises AMD on better positioning

Cowen raises its AMD (NASDAQ:AMD) price target from $28 to $33 citing increased confidence in its competitive position against Intel (NASDAQ:INTC).

The firm believes near-term product launches will inflect in H2, showing early signs of long-term EPS and revenue power.

Cowen thinks AMD can take a more material portion of 7nm x86 PC and CPU TAM.

Rating maintained at Outperform.

AMD is expected to report earnings on April 24. Analysts estimate $1.26B in revenue with $0.06 EPS.

AMD shares are up 0.9% pre-market to $27.49.

https://seekingalpha.com/news/3449623-cowen-raises-amd-better-positioning#email_link

 

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AMD's CPU's are leaching a chunk of revenue from Intel.





https://seekingalpha.com/article/4257679-amd-q1-earnings-second-half

 

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"Summit is the current reigning champion in the supercomputer world, with 200 petaFLOPS of performance... All told, Frontier should be able to deliver over 7x the performance of Summit, and is expected to be the fastest supercomputer in the world once it’s activated."

Frontier Supercomputer: Cray and AMD to Build 1.5 Exaflop Machine

This machiene costs $600m To build, a lot of that will go to AMD.

Aside from the money, this is a massive feather in AMD's cap, the kudos on their hardware being at the heart of the worlds most powerful computer, it will help AMD's midshare.

 

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Let's hope so. Last time when something like this happened back in 2012, things didn't go well...

Well no, back then AMD couldn't get their superior products into vendors because Intel were paying them not to use AMD, back then Intel could do that, these days if Intel tried to keep AMD out of everything it would bankrupt them over night because this space has grown massively since then, even Dell are making AMD based servers this time.

The difference now is AMD are getting this products into vendors, that's what this is.

 

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Not quite, actually. AMD had the Bulldozer-based products back then. Now they have very competitive Zen products but you never know if intel won't release something and put AMD in the pursuit for anything competitive again. I meant the sign of the act itself.

Sorry, my mistake, Zen insn't Bulldozer, and they are eating into Intel space with it.

 

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What's your point?