Silicon Investor - Advanced Micro Devices - Moderated (AMD)

[combjelly] There is no company so big or so dominant that a determined management cannot fl...

combjelly — 12/6/2024 11:31:16 AM

There is no company so big or so dominant that a determined management cannot fly it into the ground. IBM almost did it and managed to survive. But many don't. Intel never managed to figure out how to turn a profit in low margin areas. Which isn't a problem as long as you can dominate the high margin ones.

Remember Pentium? Huge bet on a new architecture. One that had teething problems, but the killer was it was pretty power hungry and relied on high clock speed for performance. Multiple cores were just not practical for a number of reasons, not the least of which was software. Suffice it to say, Pentium hit a wall, AMD was getting ready to clean their clock with Athlon and they were in trouble. But they also had a plan B in the Core architecture. And that saved them.

Plan B is harder to do with their fabrication process(es). That, and a track record of their process engineers being world class, swinging for the fences and scoring homeruns, meant they got blindsided and hubris kept them there.

[Hiroller8] I am one of the "older" folks on this board. It is almost impossible to compreh...

Hiroller8 — 12/6/2024 8:28:34 AM

I am one of the "older" folks on this board. It is almost impossible to comprehend how Intel has reached its current state. I am in my 50's and remember the "Wintel" duopoly. They were a force. Microsoft has continued to grow and advance. Intel.... Not so much. They just seem rudderless.

[sunabeach] Advanced Micro Venting lol.

sunabeach — 11/26/2024 4:01:17 PM

[rouiedawis] AMD's stock performance and financial outlook are closely monitored by investors...

rouiedawis — 3/21/2024 3:49:10 PM

AMD's stock performance and financial outlook are closely monitored by investors and analysts. While the company has experienced periods of growth and success, it has also faced challenges and fluctuations in the market. Moderated views on AMD's market performance consider factors such as revenue growth, profitability, market share, and competition from rivals like Intel and NVIDIA.

Mr. Dawis--> Solar installers hills district

[fastpathguru] 2023Brussels Antitrust: Commission re-imposes €376.36 million fine on Intel for ...

fastpathguru — 2/6/2024 11:04:00 AM

2023Brussels Antitrust: Commission re-imposes €376.36 million fine on Intel for anticompetitive practices in the market for computer chips

<ggg>

fpg

[fastpathguru] AMD 2nd highest performing stock over the last decade fpg

fastpathguru — 2/6/2024 10:41:23 AM

[mrcastro] checking.... Nicko C. ( Parramatta Painters)

mrcastro — 7/25/2023 5:02:14 PM

[mrcastro] checking.... Nicko C. ( Parramatta Painters)

mrcastro — 7/25/2023 5:01:43 PM

[Tenchusatsu] Petz, AMD is well-positioned to take even more market share from Intel, particul...

Tenchusatsu — 2/6/2023 12:54:48 PM

Petz, AMD is well-positioned to take even more market share from Intel, particularly in the data center.

Right now, AMD's P/E ratio is in the triple digits, but then again, at least they have earnings unlike Intel who is in the negative right now and have to do layoffs and pay cuts.

Stocks are forward-looking, so it's hard to see another tech crash this year. The mass tech layoffs were atypical of the American economy, which overall added tons of jobs. That means the tech layoffs were sector-specific. I think it's a correction after a few years of overhiring.

If there is to be a recession this year, it will likely be mild but a bit dragged out as inflation worries continue and the Fed keeps raising interest rates.

Tenchusatsu

[combjelly] Probably wise. Intel is in a bit of disarray right now and looks like they have ...

combjelly — 2/5/2023 2:13:04 AM

Probably wise. Intel is in a bit of disarray right now and looks like they have swapped places with the AMD of old where they compete on price.

[Petz] Hey guys, it's Petz here. I can't believe what's happened in the AMD Intel war. ...

Petz — 2/4/2023 11:55:37 PM

Hey guys, it's Petz here. I can't believe what's happened in the AMD Intel war. Who woulda thunk it. In the last couple years I've made some money on AMD but lost it on Intel. If tech stocks crash again, I'd probably get back into AMD.

[Tenchusatsu] Long time no see, Elmer. Kind of funny how dead this thread is these days. AMD ...

Tenchusatsu — 12/21/2022 6:57:07 PM

Long time no see, Elmer. Kind of funny how dead this thread is these days.

AMD releases EPYC 4, which is perhaps the strongest data-center CPU I have ever seen from them. Even better than the days of Opteron. There's a good chance that the majority of new servers sold next year are AMD-based.

Gone are the days when AMD needs Neelie the Terrible to "compete." In fact, these days it's Intel that is getting assistance from the government (though that assistance is earmarked toward manufacturing, rather than chip design).

Tenchusatsu

[Elmer Phud] Thank you. I am doing well on the ranch here in SE Arizona. Nice to see justice...

Elmer Phud — 1/26/2022 7:02:20 PM

Thank you. I am doing well on the ranch here in SE Arizona.

Nice to see justice finally server after the extortion by Nellie the terrible...

[greg s] Hey EP. Good to hear from you. Hope you're doing well.

greg s — 1/26/2022 6:39:16 PM

[Elmer Phud] Intel wins appeal of $1.2B fine from EU antitrust regulator seekingalpha.com P...

Elmer Phud — 1/26/2022 6:28:45 PM

Intel wins appeal of $1.2B fine from EU antitrust regulator

seekingalpha.com

Parts is Parts

[combjelly] And Intel is roadkill. With no chance to catch up for years.

combjelly — 11/27/2020 6:02:36 AM

[Tenchusatsu] AMD acquires Xilinx for $35B: AnandTech - AMD in $35 Billion All-Stock Acquisit...

Tenchusatsu — 10/27/2020 12:44:20 PM

AMD acquires Xilinx for $35B:

AnandTech - AMD in $35 Billion All-Stock Acquisition of Xilinx

WSJ - AMD Agrees to Buy Rival Chip Maker Xilinx for $35 Billion

The motivation for the acquisition is the data center market. Solutions like smartNICs, adaptive SoCs, and programmable logic is quickly becoming all the rage in servers. As AMD makes inroads into the data center thanks to Ryzen (and thanks to Intel tripping over its shoelaces), they're going to leverage their momentum and define new solutions and platforms to cater to the ever-growing appetite for data in our post-connected world.

Those of you in the know should already realize that growth in the data center is no longer defined by Moore's Law. Ever-faster CPUs, growing numbers of cores, growing cache sizes, growing memory, growing I/O interface speeds, all of that just won't be enough. The future lies in new standards for moving data around, and most of the industry, including Microsoft, Amazon (AWS), and even nVidia are working on them.

Will this acquisition be a successful one? Time will tell, of course, but to me, this is a VERY necessary move by AMD to stay relevant in the changing world of data centers. Without it, despite AMD's gains, they would have sputtered out and become a stagnant second-banana in semiconductors once again.

Tenchusatsu

[Elmer Phud] Parts is Parts

Elmer Phud — 1/22/2020 9:15:30 PM

[fastpathguru] Message 32160255 fpg

fastpathguru — 5/20/2019 11:11:20 AM

[Elmer Phud] Nice

Elmer Phud — 4/2/2019 2:35:35 PM

[JakeStraw] AMD’s and Google’s Relationship Is Just Getting Started, Analyst Predicts barron...

JakeStraw — 3/20/2019 3:38:26 PM

AMD’s and Google’s Relationship Is Just Getting Started, Analyst Predicts
barrons.com

The back story. On Tuesday, AMD stock soared 11.8% as Alphabet ’s Google confirmed it is using AMD (ticker: AMD) graphics technology for its coming Stadia cloud-gaming service. The custom-made AMD graphics cards in Google’s data centers will be more powerful than Sony PlayStation 4 and Microsoft ’s (MSFT) Xbox One X consoles, Google (GOOGL) said during a presentation at the Game Developers Conference.

AMD makes processors that act as the main computing brains for PCs, servers, and graphics cards, competing with Intel (INTC) and Nvidia (NVDA).

What’s new. Cowen analyst Matthew Ramsay on Tuesday reaffirmed his Outperform rating for AMD stock, predicting Google may use the semiconductor company’s server chips in 2019.

“Perhaps more important than today’s announcement in isolation, we believe the increasing collaboration between AMD and Google points to a future partnership for 7nm Rome server CPUs later this year,” he wrote. “We believe Rome server will be the next announcement.”

AMD stock gained another 1.3% to $26.34 on Wednesday.

In December, Barron’s suggested AMD could be a big winner in the cloud-computing server-chip market in 2019 because it has a promising lineup of products scheduled for release.

Late last year, AMD unveiled its next-generation seven-nanometer (nm) server chip, called Rome, which will be launched in mid-2019. Intel’s first chips based on 10 nm technology won’t ship until the 2019 holiday season. Smaller-nanometer manufacturing processes have historically allowed semiconductor companies to create faster, more power-efficient chips.

[JakeStraw] AMD stock spikes after Google confirms partnership for new video game streaming ...

JakeStraw — 3/19/2019 4:22:32 PM

AMD stock spikes after Google confirms partnership for new video game streaming service
cnbc.com
AMD will power Stadia’s graphics rendering in the cloud, Google announced at the event.

The deal marks a big win for AMD in the gaming space, where it competes with Nvidia.

[combjelly] Fair eno

combjelly — 3/1/2019 11:51:39 AM

[Elmer Phud] CJ, If I understand what question you were asking, Intel is years late with thei...

Elmer Phud — 2/28/2019 8:36:47 PM

CJ, If I understand what question you were asking, Intel is years late with their new process. I won't say they're behind because calling a new process 10nm or 7nm is mostly a marketing ploy. But no doubt about it. Intel is very very late.

[greg s] If your reply had been more timely, perhaps the reader would have an idea of wha...

greg s — 2/18/2019 9:40:21 PM

If your reply had been more timely, perhaps the reader would have an idea of what you are talking about.

[combjelly] There you go again. It is sort of funny how you complain that Rink was able to ...

combjelly — 2/18/2019 8:23:48 PM

There you go again.

It is sort of funny how you complain that Rink was able to read thoughts and you claim to be able to read my mind as to whether I have Intel or not.

Personally, I think you are mis-stating what Rink had actually posted. Even if true, that would have been a single moderator. And that doesn't make a trend.

It is duly noted that you refuse to answer my questions.

Because the truth hurts.

[Elmer Phud] cj A) I don't hate Intel. Sure. B) No one ever got.banned for disliking AM...

Elmer Phud — 10/31/2018 8:13:15 PM

cj

A) I don't hate Intel.

Sure.

B) No one ever got.banned for disliking AMD.

Maybe not by you but you forgot Rink who explicitly said he was banning people for their thoughts. He could tell what they were thinking. If I would apply his rules then you would have been banned already.

I asked several serious questions.

In a snarky way. Save your hate for someone who wants to play that game.

[combjelly] More revisionist history. A) I don't hate Intel. B) No one ever got.banned for ...

combjelly — 10/31/2018 7:36:51 PM

More revisionist history.

A) I don't hate Intel.
B) No one ever got.banned for disliking AMD. People got banned for attacking other posters. A lot of Intel snowflakes used to try to.justify their bad behavior by claiming it was their beliefs that got them banned, but it was their behavior.

I asked several serious questions. It is objectively obvious that Intel has slipped behind in process. And won't regain parity, much less the lead, any time soon.

If ever.

So, what do you think?

[Elmer Phud] CJ Your perspective is tainted by your hatred of Intel. Past moderators would h...

Elmer Phud — 10/31/2018 6:22:16 PM

CJ

Your perspective is tainted by your hatred of Intel. Past moderators would have banned you if you had expressed such criticism of AMD. This moderator believes in free and open discussion so posters can express their views without fear of repercussions. In the past I was quite critical of AMD's extremely unethical tactics and was quite willing to challenge those who claimed otherwise. Through it all, Intel was never found guilty by any Court of Law anywhere in the world.

Now if you want to have a serious discussion, try asking a serious question.

[combjelly] Bullshit. Revisionist history. This is a moderated forum. And that.means the jo...

combjelly — 10/31/2018 6:10:05 PM

Bullshit.

Revisionist history. This is a moderated forum. And that.means the job of the.moderator is to make sure that the forum operates smoothly. The decline in posters did not start until you turned it into a forum dedicated to attacking anyone who wasn't anti-AMD.

Led by yourself.

Anyway, any thoughts on Intel blowing their process lead? Being relegated to a second tier manufacturer? And one with poor yields on their second rate process?

[Elmer Phud] Nonsense. The censorship by previous moderators is what killed it. I won't put t...

Elmer Phud — 10/31/2018 3:38:11 PM

Nonsense. The censorship by previous moderators is what killed it. I won't put the blame on you but you didn't help.

[combjelly] Hilarious. What you did was to gang up with your buddies and harrassed the ones...

combjelly — 10/31/2018 2:39:26 PM

Hilarious.

What you did was to gang up with your buddies and harrassed the ones who didn't believe in The One True Intel until they.moved on.

And so one of the more.vibrant and active groups died.

Because of you.

[Elmer Phud] CJ I am impressed with what you did with this group The only thing I did with...

Elmer Phud — 10/31/2018 2:02:26 PM

CJ

I am impressed with what you did with this group

The only thing I did with this group was allow open and free discussion with no repercussions. Life has moved on. You should too.

[JakeStraw] Advanced Micro Devices (AMD) Q3 2018 Results - Earnings Call Transcript Oct. 24,...

JakeStraw — 10/25/2018 8:49:46 AM

Advanced Micro Devices (AMD) Q3 2018 Results - Earnings Call Transcript
Oct. 24, 2018
seekingalpha.com

[JakeStraw] Advanced Micro Devices' Correction Isn't Over realmoney.thestreet.com

JakeStraw — 10/23/2018 4:21:49 PM

[JakeStraw] Advanced Micro Devices was downgraded by analysts at Robert W. Baird from an "ou...

JakeStraw — 10/1/2018 11:13:40 AM

Advanced Micro Devices was downgraded by analysts at Robert W. Baird from an "outperform" rating to a "neutral" rating. They now have a $28.00 price target on the stock

[JakeStraw] Analyst downgrades AMD shares, saying its soaring stock now 'reflects irrational...

JakeStraw — 9/27/2018 9:17:28 AM

Analyst downgrades AMD shares, saying its soaring stock now 'reflects irrational expectations'
Northland Capital Markets lowers its rating to market perform from outperform for AMD shares, predicting Intel will eventually improve its chip offering.
“We think the [AMD] shares price reflects irrational expectations," the firm's analyst Gus Richard says.
cnbc.com

[JakeStraw] Jefferies says AMD could triple its market share due to Intel's supply problem c...

JakeStraw — 9/21/2018 11:41:23 AM

Jefferies says AMD could triple its market share due to Intel's supply problem
cnbc.com
As a result, the analyst predicts AMD may be able to triple its market share to 30 percent of the processor market from 10 percent today.

[JakeStraw] Buy AMD shares, because the chipmaker can compete against Nvidia in A.I., analys...

JakeStraw — 9/11/2018 12:45:48 PM

Buy AMD shares, because the chipmaker can compete against Nvidia in A.I., analyst says
Rosenblatt Securities raises its price target to $40 from $30 for AMD shares, citing the chipmaker's process manufacturing lead versus Nvidia.
The new forecast represents 34 percent upside to Monday’s closing price and is the highest target of the 24 analysts who cover AMD on Wall Street, according to FactSet.
cnbc.com

[rzborusa] >am impressed with what you did with this group. More vibrant and alive than it ...

rzborusa — 8/17/2018 7:31:07 PM

>am impressed with what you did with this group. More vibrant and alive than it ever has been.

He he heh. El probably owns shares by now. But can't bring up the words. They just stick in his throat.

[combjelly] Because nVidia and Intel aren't on speaking terms. Haven't been for years. Not t...

combjelly — 7/28/2018 6:10:58 PM

Because nVidia and Intel aren't on speaking terms. Haven't been for years. Not to mention, nVidia is not that interested in customizing their products for customers. Which is why AMD has owned the console market for the past few years.

Intel wanted the product now, or back then and not some time in the 2020s. So AMD was more or less their only choice.

I am impressed with what you did with this group. More vibrant and alive than it ever has been.

[Elmer Phud] The whole thing makes no sense to me on both accounts. Why is Intel using an AMD...

Elmer Phud — 11/13/2017 11:59:30 AM

The whole thing makes no sense to me on both accounts. Why is Intel using an AMD graphics chip in a MCM when they could have used NVidia and is Intel planning on developing a competitive graphics device of their own?

[zax] Ah, yes. "Personal reasons" ROFLMAO. Intel poaches AMD's graphics chip leader ...

zax — 11/8/2017 7:24:26 PM

Ah, yes. "Personal reasons" ROFLMAO.

Intel poaches AMD's graphics chip leader

bizjournals.com

The former leader of Advanced Micro Devices' graphics chips unit is jumping to rival chipmaker Intel Corp. Raja Koduri announced his resignation from AMD on Tuesday after serving as senior vice president and chief of architecture for the Sunnyvale-based company's two-year-old Radeon Technology Group. By Wednesday morning, reports began floating that he might join Santa Clara-based Intel but the company didn't make an official announcement until Wednesday afternoon.

[zax] Something is in the air at AMD... Let the speculation begin. Raja Koduri, AMD’s...

zax — 11/8/2017 12:42:22 PM

Something is in the air at AMD... Let the speculation begin.

Raja Koduri, AMD’s Radeon Tech Group Leader, Resigns
November 7, 2017 6:00 PM EST

anandtech.com

On the day following what’s perhaps one of the greatest (and oddest) product design wins for AMD’s Radeon Technologies Group, a second bit of surprising news is coming out of AMD. Raja Koduri, the Senior VP and Chief Architect of the group, who has been its leader since the RTG was formed two years ago, has announced that he is resigning from the company, effective tomorrow.

[JakeStraw] Advanced Micro Devices, Inc. is now covered by analysts at Robert W. Baird. They...

JakeStraw — 7/26/2017 12:11:54 PM

Advanced Micro Devices, Inc. is now covered by analysts at Robert W. Baird. They set an "outperform" rating and a $20.00 price target on the stock.

[Pravin Kamdar] Doubling down at $9.90 was a bold move. I just bought back my 10% at $15.23. Th...

Pravin Kamdar — 7/26/2017 11:43:39 AM

Doubling down at $9.90 was a bold move.

I just bought back my 10% at $15.23. They will probably push it lower, but want to be all-in for Ryzen 3, Threadripper, and Vega over the next few days.

[fastpathguru] Adding this to consolidated record just for s**ts and 's: Message 31092277...

fastpathguru — 7/26/2017 11:16:08 AM

Adding this to consolidated record just for s**ts and <ggg>'s:

Message 31092277

Trigger finger getting itchy. Where's My Muse!?

fpg

[hollyhunter] On watch for clear above 14.67. [graphic]

hollyhunter — 7/25/2017 8:35:22 AM

On watch for clear above 14.67.

[Elmer Phud] fpg It's all based on a single rumor which I consider essentially impossible bu...

Elmer Phud — 7/18/2017 9:13:00 AM

fpg

It's all based on a single rumor which I consider essentially impossible but believe whatever you want.

[fastpathguru] It's been widely reported, but I'm sure you'll take issue... Ex: overclock3d.ne...

fastpathguru — 7/17/2017 11:00:43 PM

It's been widely reported, but I'm sure you'll take issue...

Ex: overclock3d.net

According to this, 80% of Ryzen dice could theoretically be used to build epyc and threadripper chips, far greater than necessary. How do intel's bigger, monolithic dice yield, i wonder?

fpg