Very good write up, I've read other articles about this from actual investors sites and none of them had at the very least AMDs photos.
It'll be interesting to see there Q1 results for Semi Custom and then leading into Q2. If it starts to rise, you'll know Consoles will have started to purchase semi custom chips. Could be exciting
Very good write up, I've read other articles about this from actual investors sites and none of them had at the very least AMDs photos.
It'll be interesting to see there Q1 results for Semi Custom and then leading into Q2. If it starts to rise, you'll know Consoles will have started to purchase semi custom chips. Could be exciting
Cheers man. Investor sites will place timing over everything else, so I guess they didn't get the time to get AMD's images/slide deck.
Hard to know what to expect from Semi-custom. It isn't expected to get higher in Q1, with recent rumours suggesting that next-gen consoles will release in a 2020 timeframe.
The most interesting thing is that AMD is expecting growth this year despite a weaker than last year Q1 and pretty much no blockchain GPU revenue. They expect Ryzen and EPYC to do very well in 2019.
The Zen architecture as a whole has single handedly turned the company around, so for it to basically on there own make them turn a profit despite other markets falling behind, is impressive. I will say Lisa Su has done wonders for AMD. She has turned that company around with minimal resources. Though she still has a ton of work to do for GPUs. The constant leadership turnover isn't helping.