AMD is focused. Those three words best describe AMD’s quarterly results, growing in revenue from $1.03 to 1.22 billion (YoY). Biggest gain was recorded in the Radeon and Ryzen business, i.e. Computing and Graphics. That business segment grew 51%, recording full quarter of RYZEN revenue, and of course, growth in eSports and surprisingly to Wall Street, cryptocurrency demand. In an recorded interview with Sushie Gharib from Fortune, AMD CEO Lisa Su stated that “there is no one thing in magic, when it comes to turning around large corporations, but it is all about focus.” Gong back to the drawing board with CPU and GPU roadmaps
During the official launch event in San Francisco, AMD revealed / confirmed rumors about their upcoming Ryzen family of processors. Focus seems to be on what seems to be “Intel-beating” Ryzen 7, their new top of the line processors. Ryzen 7 line-up consists solely out of 8 cores, 16 threads processors. A trio of fastest Ryzen models will launch globally on March 2, and according to Digitimes, the company prepared no less than one million processors for the launch itself. That one million is essentially consisted out of three models, plus the upcoming Ryzen 3 and 5 Series. In all fairness, it is weird to
At their “New Horizon” event in Austin, Texas, AMD (finally) introduced the first production Zen processor. To make the matters interesting, the company did not show the high end version of the Zen architecture, but rather the entry level 8-core version. The demonstrations included several CPU-intensive workloads; Blender and Handbrake, 3D rendering tasks with the ZBrush and KeyShot. No enthusiast demonstration would be complete without gaming, thus AMD also included Doom, Star Wars: Battlefront (Rogue One DLC), Dota 2, and Battlefield 1 demonstrations. The event also featured a demonstration of base 8-core Zen (product line also to include sexa-core and quad-core processors) going against an 8-core Broadwell-E Core i7-6900K in
During the recent 2016 Annual Shareholding Meeting, AMD’s leadership disclosed their targets for the upcoming three years. The company is building its strategy on the only possible growth plan – building the fastest technology their engineers came come up with, and then produce the silicon which will come to market branded either as AMD, an AMD-THATIC joint-venture or as Microsoft, Nintendo, Sony… and a new mysterious client for the semi-custom business. “We have new Semi-Custom business in the back half of the year that commences then, and we have the traditional Semi-Custom business with our game console partners that seasonally peaks in the third quarter. So a
During AMD’s 2016 Investor Day, the company disclosed its growth strategy. Many of the focal points are in motion already, or even public. For example, AMD sealed the deal with THATIC, Chinese government owned investment fund – which will see their x86 processors enter Chinese enterprise and government sectors in a big way. Second part of the strategy was to finally become a fabless semiconductor, with all the risks and rewards involved with that move. The company spun off its packaging facility, making a total cash intake in excess of $664 million – plus all the unannounced grants that the company is bidding for. Still, perhaps one of the biggest future announcement
It looks like 2016 is turning into a year of anticipation and redemption for AMD, not just to its consumers, but also to customers which purchased millions of dollars of AMD hardware in the past, and then felt left out. We all saw Oak Ridge National Laboratories, one of first Opteron adopters – ditching a decade old AMD collaboration for IBM+NVIDIA team up. Luckily for all involved, AMD seems to have finally “get their s*** together” and started a sales campaign which might be the most successful since Henri Richard led the sales team taking over more than 50% market share from Intel (albeit only in 4P and 8P
According to HotHardware, Samsung is set to produce of 14nm chips for AMD, starting next year. This news comes as a bit of a surprise. AMD currently produces all its chips through one company, namely GlobalFoundries. In a nutshell, AMD now keeps all of their chip production with one single company – not a good business model in any situation. Taiwan Semiconductor Manufacturing Company (TSMC) also used to build chips for AMD. But after yield and supply woes were constantly happening, it forced AMD to look elsewhere for help, and right now it’s looking in the direction of Samsung. The idea is to have at least
Couple of days ago, GlobalFoundries issued a press release stating that they ‘demonstrated silicon success on the first AMD (NASDAQ: AMD) products using GLOBALFOUNDRIES’ most advanced 14nm FinFET process technology.’ “FinFET technology is expected to play a critical foundational role across multiple AMD product lines, starting in 2016. GLOBALFOUNDRIES has worked tirelessly to reach this key milestone on its 14LPP process. We look forward to GLOBALFOUNDRIES’ continued progress towards full production readiness and expect to leverage the advanced 14LPP process technology across a broad set of our CPU, APU, and GPU products,” said Mark Papermaster, Senior Vice President and Chief Technology Officer at Advanced Micro Devices.
AMD held its analyst day Thursday, where Lisa Su proposed several new initiatives to bring the company back to profitability.