The AMD Execution Thread [2019]

Discussion in 'Graphics and Semiconductor Industry' started by BRiT, Jan 7, 2019.

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  1. BRiT

    BRiT (╯°□°)╯
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    The 2019 edition of the AMD execution thread.
     
  2. Alexko

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    Well, just to get the conversation started, Lisa Su is set to give Wednesday's CES opening keynote:
    https://www.ces.tech/Conference/Keynote-Addresses.aspx

    I'm not sure whether it's supposed to be a simple exposition of AMD's vision of computing, or whether there might be announcements. I hope it's the latter, which should give us some clue of what to expect for this tread.
     
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  3. ToTTenTranz

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    https://www.anandtech.com/show/13917/amd-earnings-report-q4-fy-2018

    AMD's first profitable year since... 2010? 2011? I can't find the info on that.
    Though from Ian Cutress' comments, I think they might have pushed forward the hit from GPU excess stock and 2nd-hand sales to achieve that.

    It doesn't mean they'll get a bad 2019, but losses during Q1'19 are expected.


    Regardless, showing a Q4 YoY growth when pretty most other tech companies took large hits made the company very tempting for investors.


    At the same time, AMD is also steadily increasing their R&D budget each quarter.
    In Q4 2018 they spent as much as they did in Q2 2010 ($371M).
    Though that's still a far cry of how much they were spending between 2007 and 2009 ($430M - $500M), without even adjusting for inflation.

    Oh and Intel still spends about 9x more at $3.3 billion.
     
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  4. pharma

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    Mubadala divests AMD shares
    https://www.marketwatch.com/story/a...-mubadala-tweets-about-share-sales-2019-02-05
     
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  5. Arnold Beckenbauer

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    Graphics card vendors under inventory pressure

     
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