AMD on the road to recovery.

[HACO]

Fair enough, i would be interested to see Intel's financials next, it seems to me increasingly AMD are pushing Intel out of data-centre, that's where all of AMD's growth is from and their gain must be someone's loss.

Intel is losing market share but not total market as datacentre market is growing very rapidly (expecting to quadruple by 2030). Intel reported earnings last week, while overall revenues were down 7%, their datacentre revenues were up 22%. Although most of this would likely be replacing Intel's own older chips rather than expanding their install base.

AMD leads in all key datacentre metrics, perf/W, perf/sqm, perf/$ and has x86 so most clients are able to switch from Intel to AMD infrastructure with minimal efforts. AMD is the obvious choice for expanding capacity at datacentres.

 

[humbug]

Intel is losing market share but not total market as datacentre market is growing very rapidly (expecting to quadruple by 2030). Intel reported earnings last week, while overall revenues were down 7%, their datacentre revenues were up 22%. Although most of this would likely be replacing Intel's own older chips rather than expanding their install base.

AMD leads in all key datacentre metrics, perf/W, perf/sqm, perf/$ and has x86 so most clients are able to switch from Intel to AMD infrastructure with minimal efforts. AMD is the obvious choice for expanding capacity at datacentres.

Margins are also down another 3.2 percentage points, from 53.6% Q4 2021 to 50.4% this quarter.

Intel's 2017 margins were 65%, they have been falling ever since and that trend continues.

 

[HACO]

Margins are also down another 3.2 percentage points, from 53.6% Q4 2021 to 50.4% this quarter.

Intel's 2017 margins were 65%, they have been falling ever since and that trend continues.

They have competitors now, they can't just charge extortionate prices anymore. And since they're behind in actual microarchitecture/IP, they have no choice but to compete for value. If they go on with their plans to go to TSMC's N5 next year, their margins will likely drop even further.

 

[gpuerrilla]

 

[LtMatt]

The 5800X3D is some chip. It can plug into a six year old motherboard and be used with potato grade memory. You don't even need to use it in dual channel memory and still get superb performance.

AMD Ryzen 5800X3D Shines In Star Wars Benchmark Even With Pedestrian Single Channel RAM

The big cache on AMD's top gaming chip means that it doesn't even need dual-channel RAM to kick butt with some workloads.

hothardware.com

 

[gpuerrilla]

Might review this and delay an upgrade. If price of a meaty CPU to replace my 3600 get to a reasonable level I can just drop that in and get AM5 once its stable with plenty of review material. Can't say I have ever had this choice when I was using Intel..

 

[NinjaCool]

AMD is still doing well selling about 2 CPU's for every Intel CPU at Mindfactory but it will be very interesting to see what happens when the next gen CPU's hits the market.

 

[humbug]

AMD is still doing well selling about 2 CPU's for every Intel CPU at Mindfactory but it will be very interesting to see what happens when the next gen CPU's hits the market.

Its interesting looking a bit deeper in to that, Intel's best selling CPU is the 12400F, one of the cheapest in the lineup, the 12700K is doing quite well too but AMD are selling about 2X as many 5900X.

Intel have indeed regained a significant share of the market but its not with the expensive ones. just selling a bunch of CPU's is nice and all, but Tesco sell a lot of cheap baked beans, i'm sure they would like to be selling a lot more Heinz, but that's another story

 

[Troezar]

Its interesting looking a bit deeper in to that, Intel's best selling CPU is the 12400F, one of the cheapest in the lineup, the 12700K is doing quite well too but AMD are selling about 2X as many 5900X.

Intel have indeed regained a significant share of the market but it not with the expensive ones. just selling a bunch of CPU's is nice and all, but Tesco sell a lot of cheap baked beans, i'm sure they would like to be selling a lot more Heinz, but that's another story

Good example of expensive branded items not always being the best. Brands evolved to guarantee a level of quality but now seem to be being used to sell poor quality to the unthinking. Amazing how much money can be saved by just looking into what you're buying and not just the label, and often getting something better too!

 

[humbug]

Good example of expensive branded items not always being the best. Brands evolved to guarantee a level of quality but now seem to be being used to sell poor quality to the unthinking. Amazing how much money can be saved by just looking into what you're buying and not just the label, and often getting something better too!

That works any which way, despite all my messing about i do actually think the 12700K is a damned good CPU and it is worth the money, it just has one problem. its not the best. Nothing from Intel is.

 

[Troezar]

That works any which way, despite all my messing about i do actually think the 12700K is a damned good CPU and it is worth the money, it just has one problem. its not the best. Nothing from Intel is.

Yep, horses for courses.

 

[gpuerrilla]

But like the GPU space.. all people say is "if X was competitive.. then I would buy them". As humans we all have our brand preferences and experiences. As performance is similar all you can ask for is the reasonable prices and features to suit you.

 

[Zarax]

That works any which way, despite all my messing about i do actually think the 12700K is a damned good CPU and it is worth the money, it just has one problem. its not the best. Nothing from Intel is.

That's a quite strong statement, Humbug.
While I have some doubts myself about their hybrid architecture, 12700k reviews have been pretty positive: What would you suggest at the same MSRP instead?

 

[Grim5]

There doesn't seem to be much discussion on share price when it's not doing well

AMD shares have lost 60% value in the last 7 months

 

[Grim5]

The 5800X3D is some chip. It can plug into a six year old motherboard and be used with potato grade memory. You don't even need to use it in dual channel memory and still get superb performance.

AMD Ryzen 5800X3D Shines In Star Wars Benchmark Even With Pedestrian Single Channel RAM

The big cache on AMD's top gaming chip means that it doesn't even need dual-channel RAM to kick butt with some workloads.

hothardware.com

Silly benchmarking one stock of ram but yes the worse your ram is the bigger the difference is compared to small cache cpu because the more cache on the cpu the less the cpu needs to engage with the ram. This isn't a new finding we've known this for months already

 

[Journey]

There doesn't seem to be much discussion on share price when it's not doing well

AMD shares have lost 60% value in the last 7 months

So have Nvidia, and lots of tech stocks.

 

[Finners]

I work it out as 52% loss for AMD from ATH and intel has lost 47% since their high.

Nvidia has lost 56%!

 

[ICDP]

So have Nvidia, and lots of tech stocks.

I work it out as 52% loss for AMD from ATH and intel has lost 47% since their high.

Nvidia has lost 56%!

You would think an anti-AMD troll would do some actual research before making stupid posts.

Even Apple have dropped share price significantly in the past 6 months.

 

[Journey]

Apparently AMD are the tech stock to buy going into this upcoming recession.

AMD Is the Chip Stock to Buy for a Recession, Says Analyst

Northland Capital Markets says a recession is on the way, and that earnings estimates for semiconductor companies are generally too high.

www.barrons.com

 

[Finners]

Articles like the above always make me cautious, just feels like they are saying what ever they want to make some money