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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Vattila who wrote (50837)	8/1/2023 12:37:36 PM
From: Pravin Kamdar	Read Replies (1) \| Respond to of 72217

I'm more worried about Gaming than Embedded.

To: Vattila who wrote (50837)	8/1/2023 1:02:46 PM
From: neolib	Read Replies (2) \| Respond to of 72217

Yeah, that Xilinx deal is the only thing saving AMD these days! I wish there was some transparency in Gaming between GPU and console. I think console is still north of $1B/qtr, leaving GPU somewhere south of 750M, about the same as client CPU. But it would be nice to get a reset on those numbers, something AMD does on rare occasions. I remain concerned that Intel picked up $1B last qtr in client CPU, while AMD was at $739M per your table in Q1. If we take 5.8B + 740M = 6.54B then Intel adding $1B was +15% for client QoQ. A bit of searching and I see claims from early/mid July that PC shipments had an 8% QoQ gain in Q2, but it appears that Apple had by far the largest growth, so the x86 side had somewhat less than that 8%, and Intel got 15% of the total x86 so more than double the sell through. That doesn't look so positive for AMD. I see claims that inventory correction continued in the qtr, and will continue a bit into 2H23. Now of course there could be some timing offsets between chips sold in Q2 vs PC sales, so Q2 chip sales might reflect more what is happening in Q3 PC sales and if that trajectory is upward who knows??