The AMD Execution Thread [2020]

Discussion in 'Graphics and Semiconductor Industry' started by pharma, Jan 4, 2020.

  1. BRiT

    BRiT (>• •)>⌐■-■ (⌐■-■)
    Moderator Legend Alpha

    Joined:
    Feb 7, 2002
    Messages:
    17,035
    Likes Received:
    17,099
    Could it possibly reflect Azure planned transitioning from discrete CPU and GPU to reusing the SeriesX APU SOC? So MS switched products being ordered?
     
  2. itsmydamnation

    Veteran Regular

    Joined:
    Apr 29, 2007
    Messages:
    1,321
    Likes Received:
    426
    Location:
    Australia
    dont think so, i read somewhere that yoy EPYC revenue is up 300% and something like 30% Q on Q. might have been notes from the call.
     
    Lightman and BRiT like this.
  3. yuri

    Newcomer

    Joined:
    Jun 2, 2010
    Messages:
    236
    Likes Received:
    209
    I guess this is the relevant part from the call:
    https://www.fool.com/earnings/call-...icro-devices-amd-q1-2020-earnings-call-t.aspx
     
    Lightman, pharma and BRiT like this.
  4. Kaotik

    Kaotik Drunk Member
    Legend

    Joined:
    Apr 16, 2003
    Messages:
    9,263
    Likes Received:
    3,209
    Location:
    Finland
    AMD continues to dominate CPU sales at one of Germany's bigger etailers, Mindfactory, pushing their share of sales first time over 90% to 91%
     
    Lightman, Alexko and BRiT like this.
  5. Alexko

    Veteran Subscriber

    Joined:
    Aug 31, 2009
    Messages:
    4,518
    Likes Received:
    937
    I know this is a bit of a niche market within the much broader PC CPU market, but still, that's incredible!
     
    Lightman likes this.
  6. pharma

    Veteran Regular

    Joined:
    Mar 29, 2004
    Messages:
    3,752
    Likes Received:
    2,623
    AMD's Lisa Su was the highest-paid CEO in the S&P 500 last year
    June 1, 2020
    https://www.cnn.com/2020/06/01/tech/lisa-su-amd-highest-paid-ceo/index.html
     
  7. CarstenS

    Legend Veteran Subscriber

    Joined:
    May 31, 2002
    Messages:
    5,134
    Likes Received:
    2,611
    Location:
    Germany
    She's doing a very good job, so she deserves fair compensation. Props to Dr. Su for a job well executed!
     
  8. Zaphod

    Zaphod Remember
    Veteran

    Joined:
    Aug 26, 2003
    Messages:
    2,216
    Likes Received:
    114
    Edit: Nevermind. Already posted.
     
  9. Kaotik

    Kaotik Drunk Member
    Legend

    Joined:
    Apr 16, 2003
    Messages:
    9,263
    Likes Received:
    3,209
    Location:
    Finland
    Transcript of Devinder Kumar at Bank of American Securities Technology Conference. Nothing really new, but re-confirming a ton of things.
    Confirms Zen 3 & RDNA2 are on track to ship late this year.
    "Big Navi" will be enthusiast class "Halo product" and their first RDNA2 product
    RDNA2 will cover everything from iGPUs to enthusiast + consoles
    Zen 3 Milan starts shipping in Q4

    https://seekingalpha.com/article/43...rica-securities-global-technology?part=single
     
    Lightman, chris1515 and BRiT like this.
  10. Kaotik

    Kaotik Drunk Member
    Legend

    Joined:
    Apr 16, 2003
    Messages:
    9,263
    Likes Received:
    3,209
    Location:
    Finland
    Busy month for AMD. First the Ryzen XTs, then Threadipper Pro, now desktop-Renoir. I wonder if they're going for homerun and do 4 launches this month (but sadly I don't think there's anything else ready for launch)
    Also, Rick Bergman laid the Zen 3 -speculation to rest. As you probably know, it's been speculated due Zen 2 Refresh and AMD just talking about Zen 3 and Milan for Q4, that client Zen 3 wouldn't make it this year. Now Bergman confirmed that client Zen 3 is on schedule to launch this year.
    https://community.amd.com/community...d-commercial-pcs-two-sides-of-a-valuable-coin

     
    Lightman, chris1515 and BRiT like this.
  11. Malo

    Malo Yak Mechanicum
    Legend Veteran Subscriber

    Joined:
    Feb 9, 2002
    Messages:
    7,871
    Likes Received:
    4,058
    Location:
    Pennsylvania
    By "Client", I assume they're referring to Desktop as opposed to Server.
     
  12. Kaotik

    Kaotik Drunk Member
    Legend

    Joined:
    Apr 16, 2003
    Messages:
    9,263
    Likes Received:
    3,209
    Location:
    Finland
    Yes, desktop opposed to server in this context
     
  13. Bondrewd

    Veteran Newcomer

    Joined:
    Sep 16, 2017
    Messages:
    1,043
    Likes Received:
    441
    They have one part left in particular.
     
  14. Kaotik

    Kaotik Drunk Member
    Legend

    Joined:
    Apr 16, 2003
    Messages:
    9,263
    Likes Received:
    3,209
    Location:
    Finland
    If you're referring to RDNA side of things, it's probably too early.
     
  15. Bondrewd

    Veteran Newcomer

    Joined:
    Sep 16, 2017
    Messages:
    1,043
    Likes Received:
    441
    No, no; Arcturus. aka MI100.
    RDNA2 comes in many a flavour.
     
    Lightman likes this.
  16. Kaotik

    Kaotik Drunk Member
    Legend

    Joined:
    Apr 16, 2003
    Messages:
    9,263
    Likes Received:
    3,209
    Location:
    Finland
    Oh, true, didn't think about that, was kinda thinking it would be closer to Zen 3 / Milan launch
    I know RDNA2 comes in many flavors, but it's too early for any of them really
     
  17. Bondrewd

    Veteran Newcomer

    Joined:
    Sep 16, 2017
    Messages:
    1,043
    Likes Received:
    441
    Nah, MI100 GA is about half a Q before Milan iirc the last time I saw big 3 slides.
    N21 is a wee bit sooner than one might expect; the other two should be circa Q1'21, given their mobile first focus.
     
    Lightman likes this.
  18. chris1515

    Legend Regular

    Joined:
    Jul 24, 2005
    Messages:
    5,007
    Likes Received:
    4,121
    Location:
    Barcelona Spain
  19. Bondrewd

    Veteran Newcomer

    Joined:
    Sep 16, 2017
    Messages:
    1,043
    Likes Received:
    441
  20. trinibwoy

    trinibwoy Meh
    Legend

    Joined:
    Mar 17, 2004
    Messages:
    10,798
    Likes Received:
    954
    Location:
    New York
    GN comments on Radeon marketing missteps over the past few years.

     
Loading...

Share This Page

  • About Us

    Beyond3D has been around for over a decade and prides itself on being the best place on the web for in-depth, technically-driven discussion and analysis of 3D graphics hardware. If you love pixels and transistors, you've come to the right place!

    Beyond3D is proudly published by GPU Tools Ltd.
Loading...