The AMD Execution Thread [2007 - 2017]

[Dave Baumann]

OK but why did they need a packaging department even before this announcement when they work closely with Global Foundry?
What have they been doing that could not be done since they sold off GF?
AMD has been fabless for a long time or was it only partial?

Sorry for another post,
just to emphasis my focus was specifically Multi-Chip Modules and stacked dies, rather than the whole lot in terms of fabless packaging department.
So we assume the new joint venture is doing all of this as well for their current operations and business/done with GF/mix of both?
Cheers

Not sure why you think that this results in loss of development capacity. As for what the JV does or does not do in the future depends on what they develop, however there are multiple packaging facilities outside of AMD or this JV that are already used across the semi industry and there are articles already out there that point to ASE and Amkor for Fiji packaging.

 

[Alexko]

Not sure why you think that this results in loss of development capacity. As for what the JV does or does not do in the future depends on what they develop, however there are multiple packaging facilities outside of AMD or this JV that are already used across the semi industry and there are articles already out there that point to ASE and Amkor for Fiji packaging.

Is there any kind of agreement tying part of AMD's business to this JV, like the one that exists for GloFo?

 

[pharma]

Advanced Micro Devices, Inc. (AMD)
-NasdaqCM
3.58

0.07(1.92%) 17:29 - Nasdaq Real Time Price


https://uk.finance.yahoo.com/echarts?s=AMD#symbol=AMD;range=1d

 

[Deleted member 13524]

Care to explain the relevance of a 7 cent / 2% decrease in share value (of which over half has been recovered in the meantime)?

 

[pharma]

Time will tell as more meaningful info becomes available from AMD, but will probably be a yoyo until that happens. It's dropped again.

 

[Razor1]

well day to day changes aren't very informative of what is going on in the company unless its a huge drop or gain along with the comparison of what other companies that are in competition are doing. Just like the last large gain, was definitely warranted because its was actually good news compared to the past fiscal quarters. If end of this month P10 doesn't have a hard launch date or is slated for Oct. then we can say there is some truth to the recent rumor. If this happens the entire TAM plan that AMD has been talking bout goes up in smoke too, so I'm sure they won't make their next fiscal quarters estimations and it will be reflected in the stock price fairly quickly.

PS looks like all semiconductor stocks are down around the same, so looks to be more of general weakness in semiconductor market than individual issues.

 

[CarstenS]

This came just in via AMDs PR agency. Good news!

I’m reaching out to share some highlights from Mercury Research’s latest GPU market report, revealing that in Q1 2016 where overall graphics unit volumes declined by 10.2 per cent sequentially, AMD gained discrete GPU market share (29.4 per cent, +3.2 share points q-to-q).

According to Mercury Research, factors in this surge are the strength of the latest Radeon™ R9 Series GPUs as well as AMD’s revitalized driver development strategy, helping the company gain 1.8 share points in desktop discrete graphics (22.7 per cent, +1.8 share points q-to-q) and an impressive 7.3 share point jump in notebook discrete, moving to 38.7 per cent share of this important market.

With AMD’s next generation Polaris Architecture-based 14nm discrete graphics products expected this quarter, AMD believes it clearly has solid momentum in discrete graphics.

 

[Razor1]

well from the lack of competition for 9 months to having competition, they should gain some market share lol, still that is a bit low. I will wait for JPR numbers to really see what the numbers are, since Mercury numbers always seem to be a different.

 

[Razor1]

I am told JPR is saying AMD discrete is 21.7, so another 1% gain for a quarter not much of an impact.

 

[Alessio1989]

+-1% is nothing. But it is a good sign AMD did not fall under 20% on discrete GPUs.

 

[Kaotik]

According to Mercury Research they gained nearly 2%:
Q1 2016 Desktop discrete
AMD 22.7% (+1.8)
NVIDIA 77.3% (-1.8)

And on laptops they were really on the roll:
Q1 2016 Mobile discrete:
AMD 38.7% (+7.3)
NVIDIA 61.3% (-7.3)

 

[Alessio1989]

I bet they count iGPUs (APUs) there...

 

[Dave Baumann]

"Q1 2016 Desktop discrete", "Q1 2016 Mobile discrete"...

 

[A1xLLcqAgt0qc2RyMz0y]

According to Mercury Research they gained nearly 2%:
Q1 2016 Desktop discrete
AMD 22.7% (+1.8)
NVIDIA 77.3% (-1.8)

Comparing 4Q 2015 to 1Q 2016 numbers are pretty useless. Year on year (Q1 2015 to Q1 2016) is what you want to look at.

Here are JPR's AIB Q1 2016 numbers

http://www.jonpeddie.com/publications/add-in-board-report

AMD did gain a small amount of 0.3% (22.8% vs 22.5%)

Considering AMD had 37.9% in Q2 2014 their numbers are still abysmal.

 

[A1xLLcqAgt0qc2RyMz0y]

From ATI to AMD back to ATI? A Journey in Futility

http://www.hardocp.com/article/2016/05/27/from_ati_to_amd_back_journey_in_futility#.V0iyVSFKUQl

Looks like those earlier rumors of problems with Polaris may have had some truth in them.

 

[pharma]

AMD’s Macau, China event NDA gets lifted June 29th

Over the past few days, a handful of staff writers, editors, analysts and industry professionals were fortunate enough to receive invitations to AMD’s 3-day Polaris event in Macau, China, including our very own editor-in-chief. The event is scheduled to take place between May 26th and May 29th, with a Polaris Tech Day that just took place behind a non-disclosure agreement for the press.

This time around, we are hoping enough samples will be sent to every qualified site that asks for them without the “selectively unbiased” AMD marketing conundrum that has unfortunately occurred in the past.

http://www.fudzilla.net/news/graphics/40765-amd-s-macau-china-event-nda-gets-lifted-june-29th

 

[Lightman]

NDA for the event lifts end of next months but that could be because AMD will be revealing more information about future products like Vega or dual GPU cards. There is nothing to stop AMD from lifting parts of NDA at earlier dates for specific products coming out sooner.
But if baby Polaris is aligned to launch end of June then I feel something went wrong for RTG bringing this product out.

 

[Razor1]

Kyle is starting to sound a lot like Charlie.

Keep in mind Kitguru..... what they stated about the Fury X and all of it was true.

 

[Razor1]

NDA for the event lifts end of next months but that could be because AMD will be revealing more information about future products like Vega or dual GPU cards. There is nothing to stop AMD from lifting parts of NDA at earlier dates for specific products coming out sooner.
But if baby Polaris is aligned to launch end of June then I feel something went wrong for RTG bringing this product out.

Polaris and Vega are going to be similar architectures, both on GCN 4.0, they probably won't have any Vega specific information, but its going to be fairly easy to see where Vega is come up with once we know what Polaris is all about.

 

[silent_guy]

Polaris and Vega are going to be similar architectures, both on GCN 4.0, they probably won't have any Vega specific information, but its going to be fairly easy to see where Vega is come up with once we know what Polaris is all about.

Keep in mind that LinkedIn profile that listed Polaris as graphics IP 8 while Greenland was IP 9.