Processor manufacturer American Supermicro (AMD) will launch Zen 3 architecture processors in the second half of the year. Among them, the Ryzen 4000 series processors, the mainstream desktop market code-named Vermeer, will still maintain AM4 processor pins and sockets. That is, in addition to supporting the new 600 series chipset, it can also support 400 and 500 series chipsets backwards.
The legal person stated that Xiangshuo (5269) almost took orders for 400 to 600 series chipsets. This year's revenue and profit will hit a record high simultaneously, challenging to earn more than 2.5 share capital throughout the year.
Thanks to the robust shipment of B550 / A520 chipsets, Xiangshuo's consolidated revenue in March increased by 16.2% to 702 million yuan, an increase of 114.4% over the same period of last year and a record high. 1.586 billion yuan, an increase of 51.3% over the same period last year, also hit a record high quarterly revenue. The legal person is optimistic that the single-quarter net profit per share is expected to earn more than 6 yuan, and will earn more than 2.5 share capital throughout the year. Xiangshuo does not comment on the estimated financial figures of the legal person.
Supermicro has completed the design of the Zen 3 architecture processor. Compared with the previous generation Zen 2 architecture, the number of processor cores is equivalent, but the process is optimized to support extreme ultraviolet (EUV) 7+ nanometers to improve the core clock and Reduce power consumption. According to OEM factory information, Supermicro will launch the Zen 3 architecture processor in the second half of the year, which means that the 7-nanometer chip production for TSMC in the second half of the year will flourish until the end of the year.
According to the plan of the ultra-micro technology blueprint, the Zen 3 architecture processor to be launched in the second half of this year includes the third-generation EPYC server processor code-named Milan, the Ryzen 4000 series processor of the mainstream desktop market R & D code-named Vermeer, And the Ryzen Threadripper 4000 series of high-end desktop computers (HEDT) code-named Genesis Peak.
As Intel's 14nm and 10nm capacity is still invested in mid-to-high-end servers and consumer processors this year, the mid-to-low-end desktop market is still in short supply. The market is optimistic that after the launch of Super Micro Vermeer, it will continue to expand the desktop market x86 Market share of the device. The industry expects that desktop computers equipped with Vermeer processors will be launched before the Christmas season in the fourth quarter. This will be the last processor from AMD to support AM4 sockets. Zen 4 architecture processors launched in 2021 will begin to support AM5 slot.
Supermicro will introduce 600 series chipsets for Vermeer processors, including high-end X670, mid-range B650, and low-end A620. The biggest feature is the native support for PCIe Gen 4 and USB 4 and other high-speed transmission interfaces. Since the Vermeer processor still uses the AM4 socket, it supports the 400 and 500 series chipsets backwards.
The legal person stated that the Supermicro 400 series chipsets are all produced by Xiangshuo, and the mid-range B550 and low-level A520 of the 500 series chipsets are manufactured by Xiangshuo. It is expected that all 600-series chipsets orders will also be won by Xiangshuo. It is expected to enter mass production in the second half of the year. Based on this calculation, as Supermicro Vermeer begins mass production and shipments and expands its market share, Xiangshuo will directly benefit, and orders will continue to flourish until the second half of the year.