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Advanced Micro Devices, Inc. (AMD)

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81.31-0.25 (-0.31%)
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  • M
    Michael
    This is where AMD is streets ahead of intc and nvda, having both CPU and gpu....
    https://www.engadget.com/asus-rog-strix-g15-advantage-review-amd-radeon-rx-6000m-120031416.html
  • S
    Steven
    My Fav comments from the Market Watch article-
    "Here’s the upshot in all of this: AMD is a solid play on the megatrend of cloud computing and the related data center buildout. It’s a bet on the increasing complexity of artificial intelligence and big data analytics. And its GPU chips give Nvidia a run for the money. That makes AMD a play on the new Xbox and Sony PlayStation console upgrade cycle and the potential release of a new Nintendo Switch later this year. AMD is also now a serious contender in PCs and notebooks."
    “Our goal at AMD is to really be the leader in the high-performance computing wave,” says Su.
    She’s getting her way, and you can see the success in the numbers. First-quarter sales grew 93% year-over-year and 6% sequentially. AMD guided for 50% sales growth for the year, up from prior guidance of 37% growth.
    “We believe this guidance should be easily attainable, particularly as Intel deals with manufacturing challenges,” says Morningstar analyst Abhinav Davuluri.
    ""As a group, Wall Street analysts are predicting the biggest gains for AMD, among all the companies in its space. It’s also notable that only 61% of analysts have a buy rating, lower than the percentages for Nvidia, Broadcom Inc. AVGO, +0.19%, Marvell and Analog Devices Inc. ADI, -0.54%. For investors, this is a positive because it tells us there’s more room for sell-side analysts to turn bullish and drive their clients into the name."
    Great thoughts and analysis.. Go AMD
    Bullish
  • p
    pavaye
    BoA 2021 Global Technology Conference - what I liked are

    1. AMD's confidence in wafer supply for project growth
    2. one two punch on server side in 2022(confidence that Milan itself would give a punch for Intel's 10nm server chip but it would be immediately followed by Genoa)
    3. Some early hints on integrating FPGA in MCM ( Who can talk about it better than
    Dan McNamara, Senior Vice President & General Manager, Server, who spent entire career in Altera (FPGA) before it being acquired by Intel and spending few year in Intel and now GM for Server).

    Future looks stronger that present.

    Go AMD.

    https://ir.amd.com/news-events/ir-calendar/detail/6637/bank-of-america-2021-global-technology-conference
    View AMD’s past and upcoming events.
    View AMD’s past and upcoming events.
    ir.amd.com
    Bullish
  • p
    pavaye
    Mobile CPU market share 41%

    Something is "cooking".

    https://www.cpubenchmark.net/market_share.html
    Bullish
  • F
    Franklin
    Intel Sapphire Rapids (slated for early 2022) will likely be delayed while AMD keeps raising the bar and delivering in the data center, cloud, and super compute. Looks like AMD will continue to eat Intels lunch into next year while gaining enterprise marketshare along the way.
  • p
    pavaye
    June 10 AMD — New HPE Alletra 6000 use AMD EPYC™ processors’ high performance and PCIe® 4 capabilities to deliver fast, consistent performance with leading data efficiency —

    AMD announced that AMD EPYC™ processors are powering the new Hewlett Packard Enterprise (HPE) Alletra 6000, a cloud-native data infrastructure storage solution that powers business critical applications with the cloud experience.

    The new HPE Alletra 6000 takes advantage of the AMD EPYC 7002 series processors, which have the ability to scale from 8 to 64 high-performance cores and the increased generational bandwidth of PCIe® 4 support to offer up to 3X faster performance than previous HPE Nimble Storage All Flash Arrays. HPE Alletra 6000 represents a bold paradigm shift for data infrastructure as it enables IT to shift from owning and maintaining data infrastructure to simply accessing and utilizing it on-demand and as-a-service.
    Bullish
  • T
    The.Boot.2.0
    Does the acquisition of Silexica by Xilinx mean AMD gets both Xilinx and Silexica for the same price? Does that increase the total value of combined 3 compianies?
    Bullish
  • G
    Gee
    Let me tell you a little story. At the end of 2019/beginning of 2020, I had Roku stock. Suddenly the stock started getting hammered after an ER. It dropped like crazy from 150s all the way down to $59. There was nothing but negativity on the boards about it, it just kept dropping and dropping and dropping, there were also hit piece articles, some of which turned out to include actual lies about who was selling and why. I told myself I wasn't gonna give in and I was gonna keep buying more. Eventually... I gave in and sold. The drop got to me. I sold for a loss. What happened next? Roku stock went HUGELY parabolic. From $59 to almost $500 IN A YEAR. I will never make that mistake again. Don't give in to the pressure. AMD is big time undervalued and a sure bet here. When it pops again, you will be richly rewarded.
  • G
    Gary
    AMD was stuck in the high $40s /low $50s for many months a year ago. The catalyst for the move up to the $80/90s was Intel. We are due for the next leg up, I just can’t tell you what the catalyst will be this time. Thoughts?
  • g
    gs400s
    There you go, my hunch about why AMD bought Xilinx could be proven correct, which I coined the term "brainiac EPYC" or an "FPGA on steroid", to take on the customized ARM.

    Go and watch this Bank of America 2021 Global Technology Conference held today. https://ir.amd.com/news-events/ir-calendar/detail/6637/bank-of-america-2021-global-technology-conference.

    If you don't have time to watch the whole thing (which I strongly recommend you to), you can skip to when Vivek Arya asked Dan McNamara if AMD see customized ARM as a threat in the datacenter, Dan response started at the 25:00 time marker, where he said:

    "... bringing together all the key components for some of the cloud vendors, which is the best CPU, the best GPU, over time hopefully the best FPGA and then the ASIC custom block ...". Watch his body language too, just before he said the FPGA part, it was like he hesitated to say it but he let it slipped anyway.

    Remember, AMD already has APU, which has the CPU and GPU in the same chip/block, now they will have Xilinx FPGA inside the same chip, making it programmable on its x86 architecture. Cloud vendor can just buy this type of chip and customize it however they want, instead of spending enormous sum of money to design and customize their own ARM chips.
    View AMD’s past and upcoming events.
    View AMD’s past and upcoming events.
    ir.amd.com
  • S
    Shaun
    Why is this thing green today? Not complaining, but shocked. It's a sight for sore eyes!
    Bullish
  • T
    TOM
    INSIGHT! Must read additional info AMD's revealed on its 3D chiplets technology. Remember this will be un a consumers Ryzen product THIS YEAR as Lisa Su said at Computex. But... key is DATACENTERS CUSTOMIZATION as confirmed by Dan McNamara to BoA Vivek conference! This is HUGE.. please read and enjoy. Understand this IS a new ECOSYSTEM that is NOT OPEN to competition to freely connect with other chiplets, unique INFINITY FABRIC connection and TSMC's 3D no microbumps copper bonding! Huge....I see lots of revenues! This year and next....including datacenters, AI, etc.
    AMD video focuses on its 3D stacking technology
  • k
    kris
    Nice switch! Apple red, AMD deep green !
  • T
    TOM
    INSIGHT! I suggest longs and shorts read this article. Connect it with TSMC's 3D packaging and heterogeneous computing and to yesterday's BoA conference further explaining customizable datacenters solutions Dan said, mixing chiplets including ASICs, FPGAs and mix node technologies. Originally was revealed as a strategy by Mark Papermaster webinar from July 2020 as I've posted then. This is huge and not only competition lacking in designing this, takes MANY YEARS TO DEVELOP AND NEEDS INFINITY FABRIC SCALABLE FOR SUCH, but the versatile building blocks scaling on multiple fabs, Global Foundries, TSMC and soon Samsung 5nm, is key! Please read: "AMD ON WHY CHIPLETS—AND WHY NOW"
    This shows how in 5 years AMD's revenues will bev $100B and PPS $1000 as I've analysed and posted before. Enjoy!
    https://www.nextplatform.com/2021/06/09/amd-on-why-chiplets-and-why-now/
  • B
    Billbraski17
    AMD hardware in the cloud to run this!

    Smart TVs with Xbox streaming games!

    https://www.pcmag.com/news/microsoft-to-embed-xbox-cloud-gaming-on-smart-tvs-streaming-sticks?amp=true
  • K
    Kosta
    The golden cross is at 84$. Once it reach 84$, it will go to 105$ in couple weeks (probably at the end of July, earnings release).
  • T
    TOM
    Not just Passmark market share shows growing laptops share. Now pure GAMING PCs market share growth shows the same! Imagine the 2Q revenues beat...!
    "AMD’s Steam CPU Share Skyrockets Over 12 Months"
    https://www.extremetech.com/computing/323566-amds-steam-cpu-share-skyrockets-over-12-months
  • F
    Fernando
    I usually can't time anything but I got in at 70 after the tech dip a few weeks ago. AMD is going to 100 soon.
  • M
    Michael
    It’s a miracle. AMD stayed green 10 minutes into the session!! To early to celebrate???