SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
AMD, ARMH, INTC, NVDA
An SI Board Since December 2010
Posts SubjectMarks Bans Symbol
75453 320 1 AMD
Emcee:  neolib Type:  Moderated
Introduction Market Data Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromPosted
74288Yeah, but not 51% YoY I don't think.neolibFebruary 3
74287Did they say client down for Q1? Q1 (and 2?) is where they stand to benefit froneolibFebruary 3
74286The remaining $440m in write-off, still held should correspond to some silicon pJoe NYCFebruary 3
74285Mi600? The director of the High-Performance Computing Center (HLRS) in StuttgarJoe NYCFebruary 3
74284That's the point. They are going to finish supply on the shelves in Q1. To mPravin KamdarFebruary 3
74283Maybe the rumor was just not true. BTW, Helios starting to ship for revenue in Joe NYCFebruary 3
74282re: I think the drop in Q1 vs Q4 MI308 is due to shelved in-situe wafers. SJoe NYCFebruary 3
74281Some of the posters here started in the 1990s, probably in another thread of theKelvin C.P. WangFebruary 3
74280I only heard one thing new from the call. Lisa said that Helios would start shPravin KamdarFebruary 3
74279I think the drop in Q1 vs Q4 MI308 is due to shelved in-situe wafers. Seems thatPravin KamdarFebruary 3
74278Lisa said that not only client will gain share, but also that overall client revJoe NYCFebruary 3
74277Yes, datacenter up, client down, embedded seasonal (?) Considering that guidancJoe NYCFebruary 3
74276Now isn't that a useful metric on AI performance: <i> BTW, overall, neolibFebruary 3
74275Well I see why the AH reaction if you look at this from Toms: <i> Growth neolibFebruary 3
74274Thanks for updating the spreadsheet. In ideal world, we would have a breakdown Joe NYCFebruary 3
74273Thanks again for running the contest. Congrats to Elroy for the win and arrivinJoe NYCFebruary 3
74272Yeah, that may have done the trick. I'm still glad to have beaten you, thougVattilaFebruary 3
74271Here is a little interesting Intel news: tomshardware.com Unfortunately as alwneolibFebruary 3
74270Gosh, if only I had reversed my rev and outlook numbers, that would have helped neolibFebruary 3
74269But Epyc and MI shouldn't be seasonal and should be growing strongly. I couneolibFebruary 3
74268Thanks for posting. All info helps. Its just sometimes it astonishes me how &qneolibFebruary 3
74267Here's my updated Segment Results spreadsheet. [graphic]VattilaFebruary 3
74266BTW, in comparison for client CPU business: AMD Q4 2024: 2,319 AMD Q3 2025: 2.Joe NYCFebruary 3
74265Hmmmmm. It appears you all have been paying attention to AMD longer than I realElroyFebruary 3
74264Interesting indeed. And much of Intel's margin dollars go to into the Intel VattilaFebruary 3
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News