AMD, which lost over $2.8B in 5 years, takes a hit after new report
1–10 of 91 posts
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#2Is it really due to the report? The slide seems to have started after the quarterly reports on October 24th. Now with the continuing slide, it seems news writers are trying to attribute a particular reason.
Here's the Q&A which happened during the call:
Joseph L. Moore - Morgan Stanley & Co. LLC:
Great. Thank you. I was interested in your comments that the sequential growth in the Computing and Graphics business was driven primarily by graphics. How literally should we take that? And I guess, if graphics is up close to $150 million sequentially, is that business now on par with the CPU business? Can you just give us a general sense of the size of the two businesses there in that segment?
Dr. Lisa T. Su - Advanced Micro Devices, Inc. :
Yeah. So overall, the growth in Computing and Graphics, when you look over the past few quarters has been very strong. And we've seen growth both on the Ryzen side, particularly in the desktop side of the business as well as on the graphics side. So in terms of size of the business, again, I think we stated in the prepared remarks that the GPU business had a record quarter for us and we're seeing very strong growth.
We're seeing strong growth as a result of the new product launches. So the Vega product actually did very well for us in the quarter as well as overall Polaris in both gaming and blockchain markets. But yes, we're pleased with the graphics performance. But I'll also say Ryzen did very well in the quarter. We look at the progress that we're making in the desktop channel when you look across retailers and e-tailers across the world. And in the Ryzen 5 and Ryzen 7 segment, we're seeing significant share gain in those parts of the business. So I think both parts of the Computing and Graphics business are doing well. And we continue to expect growth as we go forward.
Joseph L. Moore - Morgan Stanley & Co. LLC:
And is it possible to size the blockchain portion of that?
Dr. Lisa T. Su - Advanced Micro Devices, Inc. :
I think the blockchain tends to be, again, it's hard to separate because it goes through some of the same channels as gaming does. I will say that blockchain sort of behaved as we expected in Q3. So we didn't see anything that we didn't expect. We did see some benefit of channel restocking. So if you look at our channel inventories today compared to July, we had healthier channel inventory levels. And we expect that consumer blockchain will level off a bit as we go into Q4. But there's also commercial blockchain component that we believe is interesting and likely to continue into the medium term. As we look into Q4, though, we also see growth from just the OEM side of the GPU business as we start ramping Vega into OEMs.
So the part in question is this:
> And we expect that consumer blockchain will level off a bit as we go into Q4.
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#3That report is so negatively biased it's suspicious. AMD finances were known to be dire for the last decade. They didn't established as just an intel competitor again, they won hard technical and market praises. The console and mining markets are not what to look at, what about the rest of the whole personal computer one ?
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#4That report is so negatively biased it's suspicious. AMD finances were known to be dire for the last decade. They didn't established as just an intel competitor again, they won hard technical and market praises. The console and mining markets are not what to look at, what about the rest of the whole personal computer one ?
Of course I'm not shocked that Ars picked it up. Their journalistic quality has majorly slipped over the last few years.
AMD is punching way above their weight class lately. It's causing competitors (or really competitor since Intel is their main one) to have to scramble to counter them.
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#5Good luck to anyone trying to predict the cryptocurrency market, which as it related to AMD was the major finding in this report.
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#6Weird / sad / hope it corrects soon. My last 6850k / Asus Strix motherboard purchase was a major mistake; CPU frying with too high voltages just because I chose the default 3200 DDR4 XMP memory profile. Didn't realise I had to check every single voltage setting there was; a lot had changed since my 2600k.
My next desktop system will be a Threadripper for sure. But here's to hoping they can make a move in the mobile market too; would love a multicore X1 carbon.
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#7That report is so negatively biased it's suspicious. AMD finances were known to be dire for the last decade. They didn't established as just an intel competitor again, they won hard technical and market praises. The console and mining markets are not what to look at, what about the rest of the whole personal computer one ?
Of course I'm not shocked that Ars picked it up. Their journalistic quality has majorly slipped over the last few years. AMD is punching way above their weight class lately. It's causing competitors (or really competitor since Intel is their main one) to have to scramble to counter them.
Do you have alternative sources you would recommend instead of Ars? I quite like ars but if there are better publications out there I'd love to know.
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#8That report is so negatively biased it's suspicious. AMD finances were known to be dire for the last decade. They didn't established as just an intel competitor again, they won hard technical and market praises. The console and mining markets are not what to look at, what about the rest of the whole personal computer one ?
Of course I'm not shocked that Ars picked it up. Their journalistic quality has majorly slipped over the last few years. AMD is punching way above their weight class lately. It's causing competitors (or really competitor since Intel is their main one) to have to scramble to counter them.
I'm finding myself enjoying Ars less and less. Recommendations for what to replace it with?
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#9That report is so negatively biased it's suspicious. AMD finances were known to be dire for the last decade. They didn't established as just an intel competitor again, they won hard technical and market praises. The console and mining markets are not what to look at, what about the rest of the whole personal computer one ?
Of course I'm not shocked that Ars picked it up. Their journalistic quality has majorly slipped over the last few years. AMD is punching way above their weight class lately. It's causing competitors (or really competitor since Intel is their main one) to have to scramble to counter them.
It's indeed not a happy thing to see Ars publishing this. In the old days of Jon Stokes CPU articles what AMD did would get never ending streams of articles.
Considering what AMD went through, I indulge in a bit of AMD fanboyism at times, I try to avoid it. Some articles compare the latest Intel releases with AMD, and they often end up saying "ok Intel still has a 10% perf lead in half the tests, but .. twice the price". Am I the only one to consider what AMD did a miracle ? is it Intel friend network turning this into a "meh" ?
Re: AMD, which lost over $2.8B in 5 years, takes a hit after new report
#10I'm calling total BS on this article. Graphics chip sales will continue to grow. These people are crazy.