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To: neolib who wrote (66744)5/7/2025 12:02:05 AM
From: VattilaRead Replies (1) | Respond to of 72133
 
I'm excited for the AI event as well, of course. And before that there is the Computex event with Jack Huynh late this month presenting the Client side of things, which seems to go very well with "Zen 5" and latest Radeon. He is still jumping up and down about his Dell win.


It was disappointing to see the Xilinx business doing worse year over year, though. Hopefully, it is just a temporary lull and not a secular weakness. Good to see the operating margin is holding steady at 40% at least. It fell slightly below that in the last quarter.