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To: Joe NYC who wrote (45958)8/25/2022 9:52:22 AM
From: neolibRead Replies (2) | Respond to of 72163
 
My est from this last report where AMD changed reporting segments is that AMD's dGPU biz is only about $750M/qtr

My guess that without crypto, the client dGPU market may be worth 2 to 3 billion per quarter

With the supply constraints lifted, good products on the market and in the pipeline, AMD is finally in position to make a play for this market and gain some share. Maybe + $1 billion from Q2 2022 results to Q4 2023.


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