AMD HBM GPUs
20 nm console SoCs
FreeSync monitors made by Samsung
imo, these products mean 2015 will be very compelling for AMD, and
the problem for shorts @ Q4 ER is that forward guidance will be
Soros has probably been buying more AMD stock
on this Samsung FreeSync monitor news.
I suggest you cover. The Samsung FreeSync monitor news is big.
Apple, with all its cash had its hands full dealing with Samsung.
NVida's legal bills for at least two ongoing lawsuits will suck the
life out of its R&D budget. Samsung will make NVida pay both in
legal fees and in market share. Samsung intends for its ITC action
against NVida to directly help AMD, as a punishment.
Soros' purchase of 1 Million shares of AMD stock.
Samsung producing FreeSync monitors.
Capcom the latest developer onboard with AMD's Mantle API.
AMD is on time to release Carrizo family of APUs in H1 2015.
AMD is on time to release 20 nm XBOX an PS chips in 2015.
No AMD debt is due until 2019.
Trying to sell an AMD BK analysis in this environment is
Qualcomm does not have AMD's expertise with server chips,
but they have just validated AMD's ARM server CPU strategy.
After losing Apple's iPad business, Intel has bled $7 billion
while heavily subsidizing cheap x86 Atom Android tablets
Over the last two years, Intel's mobile chip division has lost
$7 billion while heavily subsidizing the manufacturing costs
of Android Atom tablet makers. It now plans to phase out those
generous incentives, which will make it more expensive for
iPad competitors to dump cheap tablets into the market.
Rasgon wrote, "Our analysis suggests that Intel will likely not
be selling tablet chips in 2014 for much above costs, with gross
margins approaching zero, even before adding rebates into the
mix." She calculated that Intel's rebates to manufacturers in
2014 amounted to around $2 billion.
Morgan Stanley analyst Joseph Moore recently estimated that
Intel's Mobile and Communications Group will lose $4 billion
in 2014. That's an astounding $7 billion lost across two years,
three years after Intel announced its partnership with Google
to support Android.
Intel's Atom bombs the benchmarks
It's also not clear why Intel seems to think Atom is competitive
with ARM. "We don't take any competition lightly, but we're
confident that our Intel Atom (Bay Trail) processors will
continue to be the performance and performance per watt leader,"
an Intel spokesman was cited as saying in a report by EETimes.
However, Intel's Bay Trail Atom Z3745 used in Lenovo's Yoga Tablet 2
Pro (a top scoring Android tablet) delivers CPU benchmarks closer
to a two year old iPad 4, while its "Intel HD" graphics deliver
the worst GPU benchmarks of any recent tablet we tested, and about
one quarter the scores of iPad Air 2.
Intel apparently thinks that Intel is a valuable brand that people
will go out of their way to buy even if it doesn't work in the
minimally utilitarian fashion that people expect from products
bearing a Intel logo.
"Net-net? AMD will remain in the same lousy position it is in currently in GPUs,
moving larger volumes but making less per chip in ASP."
You don't know the outcome, nobody does. NVidia could have major problems
and delays moving to 16 nm. What we do know is that Amd is ramping production
now on the 20 nm node. AMD will be competing with nvda's 28 nm GPUs with
20 nm chips in at least some of their products, the advantage goes to AMD in
the short term.
TSMC Ramping 20nm Volume.
According to a Digitimes report TSMC has just hit a monthly
revenue record, exceeding $2.62 billion for the first time ever.
Revenues generated from 20nm production accounted for 10% in Q3.
TSMC is ramping up 20nm volume and expects to double 20nm
revenue by Q4 to exceed 20% of overall Q4 sales.
AMD confirmed during its second quarter earnings call back in July
of this year. That the company has plans to ship a myriad of 20nm
products in 2015. Including 20nm professional graphics and client
PowerWaste has no more to do with any rise in ZGNX,
than he did stopping the recent fall in stock price. He's
just an egomaniac with delusions of controlling stock
"Put your money where your stuff is." Great!
Now bite down real hard!
For anyone that missed the complete interview...
Rory Read AMD’s Chief Executive Officer revealed in an
interview with Bloomberg that AMD is targeting the first
quarter of 2016 for product launches based on AMD’s
AMD is currently working on multiple product designs that
will utilize new technologies. Those include two custom
high performance CPU cores both ARM & X86 based, 3D
stacked High-Bandwidth Memory or HBM for short,
Processor-in-Memory or PIM for short and advanced 14nm
FinFET manufacturing process. Stating that AMD will have
to endure some rough patches in the next 18 months before
the new designs begin to bolster sales.
Rory reaffirmed that the product roadmap & launch schedule
is much more reliable than ever before. With AMD engineers
proving they can deliver new designs on time.
AMD still has several upcoming products before we see K12
in the first quarter of 2016. Carrizo APUs are coming next
year along with new 20nm pin compatible x86 & ARM SOCs.
However we won’t see next generation high performance FX
CPU products until 2016. This was previously confirmed by
AMD’s CVP & GM of the client division Bernd Lienhard
during a Q&A session in APU14.
The new CPU core will very likely be accompanied by a new
socket and an enthusiast chipset. It’s still unclear if
AMD is going to introduce a unified socket for both APUs
and high performance CPUs or if they’re going to maintain
the current market segmentation.
On the GPU side of the AMD equation we still see a lot of
products coming from the red team both short and long term.
News has been consistently trickling of AMD working on GPU
designs that will incorporate 3D stacked High-Bandwidth
Memory. Namely the 20nm Pirate Islands family of GPUs
beginning with the flagship Fiji GPU coming next year.
Even though we have to wait until 2016 to see AMD’s
new CPU designs in action, 2015 remains to be a very
exciting year for graphics.
Geesh, you certainly like repeating yourself. You're like an old
man that repeatedly tells everyone the same story over and over.
Don't take my word for it. Just review your past posts.
You really need some new material. If you own amd stock, sell it
and you'll feel better. If you don't own amd stock, short it. For
goodness sake quit whining.
That's a decline of -13,274,902 shares from 153,192,755 shares
short in the prior reporting period, or a decline of 8.7%.
The new short interest, as of Tuesday August 28, represents
22.7% of float and 5 days to cover, using an average volume
of 28,957,312 shares.
However, using an average daily volume for the last 5 days
of 10.09 million shares, the days to cover jumps to about
14 days. If this low volume trend continues, it's bad for shorts.
Shorts seem to be jumping ship.