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AMD on the road to recovery.

AMD clearly shows today that among the three, AMD, Intel and Nvidia, it is the only one who can be labeled the people's company.
When given the right circumstances, AMD never misses the chance to set the bar so high - meanwhile the others will milk you, and milk you and will ask for more from you.
AMD is the best!
 
4K8KW10 said:
AMD clearly shows today that among the three, AMD, Intel and Nvidia, it is the only one who can be labeled the people's company.
When given the right circumstances, AMD never misses the chance to set the bar so high - meanwhile the others will milk you, and milk you and will ask for more from you.
AMD is the best!
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Amen to that.
Especially on the back of the announcement of the X599 (LGA 3467) platform. Rendering obsolete now the X299s just in a year and single gen iteration.
 
Panos said:
AMD the last 5 years had four different architectures. Hawaii, Fiji, Polaris, Vega. Each bringing a lot of changes and fancy things.
True the driver team had always to keep up, but that made some products like the 290X to survive even today sitting in upper mid range (with full DX12 support), while it's direct competitor the 780Ti (and the Kepler Titans) bitten the dust in performance years now. (even the 1050ti beats it).


Nvidia has "better drivers" from the start, because is stuck at same architecture since Kepler. There are tiny changes and just node shrinking ever since. No fancy stuff going on the hardware. No hardware async compute etc. And is the reason Nvidia is trying tooth and nail to keep the market (aka games) to DX11.
The moment games diverge to DX12 and/or HDR the performance drop of Nvidia GPUs is ridiculous. There is a long discussion in the graphics forum about HDR and DX12 comparisons. There are there games were the GTX1080 loses almost half it's performance by switching to DX12 and HDR compared to DX11 & SDR. In comparison Vega 64 loses handful of FPS at most if nothing at all, and with the latest drivers those benchmarks are run (May / June 2018), is already ahead in perf in DX11 & SDR compared to GTX1080.

When Nvidia was truly changing architectures (Fermi etc) fast, their driver team couldn't keep up also. Leaving AMD dominating the performance and price.
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With Maxwell they did increase performance by a generation on the same process while keeping power down. Sometimes complexity for complexities sake is bad.
 
4K8KW10 said:
Close to the 22 dollar mark :eek:
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Yup...

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also..

AMD wins patent order barring some Vizio televisions https://seekingalpha.com/news/3385056-amd-wins-patent-order-barring-vizio-televisions

AMD

has won an round at the International Trade Commission, with an order barring some Vizio (VZIO) televisions from the U.S. market.

Vizio and Sigma Designs (NASDAQ:SIGM) infringe on one graphics-processing patent held by AMD and its ATI Technologies, while there was no violation of a second patent, according to the ITC.

The complaint was similar to one AMD filed against LG before those two settled.
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Rosenblatt boosts AMD target to new Street high https://seekingalpha.com/news/3385197-rosenblatt-boosts-amd-target-new-street-high

Rosenblatt maintains a Buy rating on AMD (NASDAQ:AMD) and raises the price target to the Street-high $30 from $27, a 44% upside to yesterday’s close.

Analyst Hans Mosesmann cites positive institutional investor meetings and renewed conviction for a multiyear double-digit growth profile for AMD.
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Yup, now up to 23.98 :eek:

NinjaCool said:
Analyst says market’s top performer AMD to keep soaring, raises price target to highest on Street!
https://www.cnbc.com/2018/08/23/rosenblatt-raises-its-price-target-for-amd-to-street-high.html

This CNBC article about AMD has some very interesting things mentioned such as
"We believe AMD has a multi-year advantage vs. Intel in CPUs with 7nm and a 6-month plus advantage vs. Nvidia in GPUs for the datacenter." :eek:
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Vega 20 on 7nm 360 sq. mm and 20.9 TFlops ;)

Will demolish big Turing and Volta.
 
Nvidia has done this quite a lot of times before, they make a really late last gen process core while AMD or others make a very early next gen core. The biggest place Nvidia has done this is with Tegra, they made a huge Tegra 3 and 4 basically when everyone else had the next gen process versions of their chips coming out within 6 months. They'd make a huge, ultra optimised chip in a ridiculous mature process and of course it was fast (though more power hungry than anyone else still) but then 6 months later Apple/Qualcomm had things that made Tegra obsolete and 'last gen', then Nvidia was 12-18 months before making a comparable chip on the new process node.

They've frequently been 6+ months behind AMD on new processes for GPU, 14nm was the first time that changed and most of that was AMD tightening belts to get Zen out and having a hell of a lot of engineering work to do on CPUs that would make or break the company.

With 7nm AMD have again seemed to go early and aggressive while Intel.. usually early and aggressive are due to their process screws ups doing ultra optimised last gen process chips as well, while Nvidia have gone with a mature, essentially 16nm tweaked 12nm process rather than wait another 4-6 months and go straight to 7nm.

With the time Nvidia has had since their last major releases, how much damn money and how close 7nm is I was really surprised to see them go 12nm and huge dies.
 
NinjaCool said:
Analyst says market’s top performer AMD to keep soaring, raises price target to highest on Street!
https://www.cnbc.com/2018/08/23/rosenblatt-raises-its-price-target-for-amd-to-street-high.html

This CNBC article about AMD has some very interesting things mentioned such as
"We believe AMD has a multi-year advantage vs. Intel in CPUs with 7nm and a 6-month plus advantage vs. Nvidia in GPUs for the datacenter." :eek:
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Yeah is impressive but imho we shouldn't be surprised. If someone uses bit brain power, can understand why Jensen compared the Turing Quadro server stack against the Xeon farm, not against the AMD MI25 server stack which is of comparable price and size yet faster. And Vega 20 Instinct card is way faster than the RTX8000 when comes to raw power needed for the majority of the server environment.

Adding also the lack of Xeon security, having effectively a server chip that if you want to fully secure your system need to almost half it's processing power by stopping HT!!!!!

Personally believe that the AMD target of 5% server market share by end of the year could be passed. And these are billions worth of money and new businesses.
 
drunkenmaster said:
With the time Nvidia has had since their last major releases, how much damn money and how close 7nm is I was really surprised to see them go 12nm and huge dies.
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There was an article that cannot find right now stating that TSMC is at capacity with Apple and AMD orders for the 7nm node (EPYC, Vega 20 and chips for PS5) and until Glofo is up and running later in the year, it will push any Nvidia 7nm product way back to 2020. The same thing happened to Nvidia few years back, when TSMC was producing only for Apple over a long period of time due to node issues, forcing Nvidia to delay it's products.

Also lets not forget, AMD & Glofo announced that Zen5 goes straight to 5nm EUV for 2022 sampling and 2023 release at the latest.
 
An interesting video, showing that everything is related to Lisa Su, and how big impact has, and driving force is, to AMD

And yes, the analyst said $30 per share is traded right now outside the stock market.
 
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