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Old 03-27-2019, 05:44 PM
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Old 04-02-2019, 06:48 AM
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https://www.computextaipei.com.tw/en...pvu7BNqXgYGHcs

AMD President and CEO Dr. Lisa Su to Deliver COMPUTEX 2019
CEO Keynote on New High-Performance Computing Technologies

Old 04-08-2019, 07:50 PM
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New mobile CPUs
2nd Gen AMD Ryzen™ PRO and AMD Athlon™ PRO Mobile Processors to Power New Premium to Entry Commercial Notebooks
https://www.amd.com/en/press-release...s-to-power-new
Old 04-12-2019, 07:18 AM
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Old 04-16-2019, 06:04 PM
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Also, will report earnings on 4/30.
Old 04-17-2019, 09:49 AM
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How does AMD always get the consoles?
Old 04-17-2019, 03:14 PM
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I think it's mostly a cost thing. AMD is willing to give a deeper discount than Intel/Nvidia.
Old 04-24-2019, 07:59 PM
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AWS T3A instances are now here!
https://aws.amazon.com/blogs/aws/now...t3a-instances/
The AMD EPYC-powered T3a instances that I promised you last year are available now and you can start using them today! Like the recently announced M5ad and R5ad instances, the T3a instances are built on the AWS Nitro System and give you an opportunity to balance your instance mix based on cost and performance.

T3a Instances
These instances deliver burstable, cost-effective performance and are a great fit for workloads that do not need high sustained compute power but experience temporary spikes in usage. You get a generous and assured baseline amount of processing power and the ability to transparently scale up to full core performance when you need more processing power, for as long as necessary. To learn more about the burstable compute model common to the T3 and the T3a, read New T3 Instances – Burstable, Cost-Effective Performance.

You can launch T3a instances today in seven sizes in the US East (N. Virginia), US West (Oregon), Europe (Ireland), US East (Ohio), and Asia Pacific (Singapore) Regions in On-Demand, Spot, and Reserved Instance form. Here are the specs:

Instance NamevCPUsRAMEBS-Optimized BandwidthNetwork Bandwidth

t3a.nano
20.5 GiBUp to 1.5 GbpsUp to 5 Gbps

t3a.micro
21 GiBUp to 1.5 GbpsUp to 5 Gbps

t3a.small
22 GiBUp to 1.5 GbpsUp to 5 Gbps

t3a.medium
24 GiBUp to 1.5 GbpsUp to 5 Gbps

t3a.large
28 GiBUp to 2.1 GbpsUp to 5 Gbps

t3a.xlarge
416 GiBUp to 2.1 GbpsUp to 5 Gbps

t3a.2xlarge
832 GiBUp to 2.1 GbpsUp to 5 Gbps

The T3 and the T3a instances are available in the same sizes and can use the same AMIs, making it easy for you to try both and find the one that is the best match for you application.

Pricing is 10% lower than the equivalent existing T3 instances; see the On-Demand, Spot, and Reserved Instance pricing pages for more info.
Old 04-25-2019, 04:02 PM
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INTC: $53.39 : -$4.22 (-7.33%)
After hours: 5:01PM EDT

https://www.marketwatch.com/story/in...iew-2019-04-25

Intel stock plummets on disappointing earnings outlook as new CEO takes ‘a more cautious view’

Apr 25, 2019

Intel Corp. shares plummeted as much as 9% in the extended session Thursday after the chip giant’s outlook fell way below Wall Street estimates, offsetting an earnings beat, and a decline in data-center revenue was worse than expected. ( AMD? )

Intel said it expects adjusted earnings of 89 cents a share on revenue of about $15.6 billion for the second quarter, while analysts polled by FactSet had forecast earnings of $1.01 a share on revenue of $16.86 billion. For the year, the chip maker sees adjusted earnings of $4.35 a share on revenue of about $69 billion. Analysts had forecast $4.50 a share on revenue of $71.04 billion.

“Looking ahead, we’re taking a more cautious view of the year, although we expect market conditions to improve in the second half,” Intel Chief Executive Bob Swan said in a statement. “Our team is focused on expanding our market opportunity, accelerating our innovation and improving execution while evolving our culture.”

The company reported first-quarter net income of $3.97 billion, or 87 cents a share, compared with $4.45 billion, or 93 cents a share, in the year-ago period. Adjusted earnings were 89 cents a share. Revenue declined to $16.06 billion from $16.07 billion in the year-ago quarter. Analysts had forecast adjusted earnings of 87 cents a share on revenue of $16.03 billion, according to FactSet.

Data-center revenue, however, declined more than expected, down 6% to $4.9 billion, when analysts were expecting a 2.5% decline to $5.1 billion, according to FactSet data.


“In the Data Center Group (DCG), the cloud segment grew 5% while the communications service provider segment declined 4% and enterprise and government revenue declined 21%,” Intel said in a statement.

Intel’s largest segment, client-computing, or traditional PC, rose 4% to $8.6 billion, while Wall Street forecast a rise of 1.9% to $8.38 billion from the year-ago period.

Nonvolatile memory solutions revenue fell 12% to $915 million, while Wall Street had expected a 9.4% decline to $942.1 million. On the other hand, “Internet of Things,” or IoT, revenue rose 8% to $910 million, while analysts had forecast a 6% decline to $789.5 million.
Probably going to take AMD down tomorrow

AMD: $27.48 : -$0.18 (-0.65%)
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Old 04-25-2019, 06:31 PM
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Intel said datacenter in China is down because China bought a bunch of Xeon ahead of the tariffs last year. What I really hope is going on is that China is buying Hygon Dhyana (Epyc licensed clones) instead of Intel.

I'm also glad that AWS got the T3A launched, that had to suck up a decent amount of Epyc CPUs to get that off of the ground.
Old 04-26-2019, 01:20 AM
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Originally Posted by doopstr
Intel said datacenter in China is down because China bought a bunch of Xeon ahead of the tariffs last year. What I really hope is going on is that China is buying Hygon Dhyana (Epyc licensed clones) instead of Intel.
China's also choosing Xilinx

https://www.investors.com/news/techn...-xilinx-stock/

Xilinx Buying Solarflare To Boost Data Center Business

"We are executing to our strategy and focusing on growth across our portfolio as we continue our transformation to a platform company," Chief Executive Victor Peng said in a news release.

Xilinx is seeing strong sales of its chips for 5G wireless infrastructure, especially in China and South Korea.

It also is seeing healthy sales of chips for data centers.
To boost that business, it is acquiring Solarflare Communications, a leading provider of high-performance, low-latency networking systems. Privately held Solarflare is based in Irvine, Calif. Financial terms of the deal were not disclosed.
which won data center contracts with Alibaba, Huawei, Inspur, and AWS China last year . . .

https://www.networkworld.com/article...-partners.html

Xilinx lines up three major Chinese hardware vendors as OEM partners

October 24, 2018

Xilinx isn’t about to sit on its hands in the FPGA battle with Intel. The last major independent FPGA chip maker is supplementing its partnership with AMD by teaming with three of the largest cloud vendors in China as well as Amazon Web Services (AWS).

At its developer forum in Beijing, Xilinx announced that Alibaba Cloud, Huawei, and server vendor Inspur will begin to offer data center platforms based on Xilinx’s FPGA-as-a-service model, mostly targeting artificial intelligence (AI) inference workloads.

Separately, Xilinx announced a partnership with AWS to begin previewing FPGA instances in its Chinese regional hub in Beijing. You have to figure that will eventually make its way to the U.S., but there is nothing concrete as of yet.

Like all FPGA technology, customers can reconfigure how the processors work, enabling them to optimize for shifting workloads. The focus is on AI, and to that end Xilinx introduced its adaptive computer acceleration platform (i.e. an add-in card) called Alveo. Alveo is aimed at servers running machine learning and data analytics workloads in the cloud and in on-premises data centers.

Inspur is the largest server vendor in China and is establishing a pretty sizable presence in the U.S., cracking the top five in quarterly unit and revenue sales. But that is exclusively with hyperscale data center operators such as Facebook, Google, and Amazon. All three have their own AI custom chip projects, but that’s not to stop them from using Alveo in the servers.

The partnership is most curious for Alibaba, which announced a partnership with Intel last year to adopt Intel's Arria 10 GX FPGAs in its Aliyun cloud service. The program aims to accelerate cloud-based application performance for customers running business applications or more demanding workloads.

The deal with AWS is just the latest in many deals with AWS by Xilinx. It now offers FPGA acceleration in eight international AWS regions, from the U.S. to Europe and Australia.

What happens in China doesn’t necessarily stay in China, and there is a good likelihood that Xilinx will continue to rack up wins in the U.S. and internationally. And Intel will undoubtedly fight back.

It’s interesting how the data center compute architecture has changed in the last five years. Go back a decade, and it was servers full of Xeons and a few AMD Opterons. Now we have servers full of x86s, FPGAs, GPUs, and AI accelerators — all on the same rack. The server is changing rapidly, and density is growing exponentially, which is probably why liquid cooling is becoming so popular.
and Microsoft data centers

https://www.bloomberg.com/news/artic...-azure-servers

Microsoft Picks Xilinx for Over Half of Azure Servers

October 30, 2018

Xilinx Inc., a maker of programmable chips increasingly being used in data centers, has won orders from Microsoft Corp.’s Azure cloud unit, replacing chips made by Intel Corp., according to people familiar with its plans.

Azure will use Xilinx chips as co-processors in more than half of its servers, winning business that has been an exclusive for Intel’s Altera unit, according to the people who asked not to be identified because the arrangement hasn’t been made public yet. Co-processors are chips that accelerate some functions to relieve the main processor in a server. A representative for Xilinx declined to comment.

. . . .
Have a feeling Bob Swan isn't going to be a very good CEO compared to Brian Krzanich
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Old 04-29-2019, 02:15 PM
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Tomorrow

Q1 2019 analyst estimates
EPS: $0.05
Rev: $1.26 billion

https://www.marketwatch.com/story/am...ism-2019-04-26

AMD earnings: In a weakening chip sector, AMD brings rare optimism

Apr 29, 2019

Advanced Micro Devices Inc. is about to get its turn to show if it was affected by problems in the chip market, or if it was able to capitalize on the weakness and siphon off market share from larger rival Intel Corp.

AMD is scheduled to report first-quarter earnings after the closing bell on Tuesday, fresh on the heels of those from larger rival Intel which saw its shares plummet Friday following a very scaled-back “cautious” outlook for the year. Back in January, AMD had forecast a weak first quarter but won investors with an optimistic 2019 outlook, when the chip maker said it expected “high single-digit percentage revenue growth” for the year when the Street was looking for 6% growth.

AMD has already benefited from central processing unit shortages from Intel, according to reports from IDC and Gartner, so that poses the question as to how “weak” AMD’s first quarter will be. Santa Clara, Calif.-based AMD also got a big boost in March when Alphabet Inc.’s Google said its Stadia streaming videogame service would be powered by custom AMD chips.

Earnings: Of the 28 analysts surveyed by FactSet, AMD on average is expected to post adjusted earnings of 5 cents a share, down from 11 cents a share in the year-ago period and down from the 8 cents a share expected at the beginning of the quarter.

Revenue: Wall Street expects revenue of $1.26 billion from AMD, according to 28 analysts polled by FactSet. That’s down from the $1.49 billion expected at the start of the quarter and from the year-ago period’s $1.65 billion.

Analysts surveyed by FactSet expect computing and graphics sales to decline 23% to $855.6 million from the year ago quarter, and enterprise embedded and semi-custom sales to decline 10% to $479.9 million.

What analysts are saying

“Though the near-term GPU outlook remains messy until July and likely weighs on 1H19 results/guidance, we are increasingly confident in AMD’s 7nm x86 PC and server CPU road map and competitive positioning against Intel as midyear product launches near,” said Cowen analyst Matthew Ramsay in a recent note. Ramsay has a buy rating and a $33 price target on AMD.

“Sources in the PC supply chain indicated to us that they expect AMD’s PC-CPU share to increase to the low-to-mid-teens over the next several quarters, with more AMD programs ramping in 2H19,” said Jefferies analyst Mark Lipacis in a recent note.

“Intel’s mis-execution on 10nm appears to have created a need in the supply chain to diversify CPU supply by giving AMD higher market share,” he said. Lipacis has a buy rating and a $34 price target on AMD.
Old 04-29-2019, 08:02 PM
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Old 04-30-2019, 03:22 PM
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$29.52 : +$1.89 (+6.84%)
After hours: 4:22PM EDT


EPS: $0.06 vs $0.05 estimate -- beat
Rev: $1.27 billion vs $1.26 billion estimate -- beat

Gross margin: 41% vs 36% a year ago


AMD Reports First Quarter 2019 Financial Results | Advanced Micro Devices

Q1 2019 Results
  • Revenue was $1.27 billion, down 23 percent year-over-year primarily due to lower revenue in the Computing and Graphics segment. Revenue was down 10 percent quarter-over-quarter primarily due to lower client processor sales.
  • Gross margin was 41 percent, up 5 percentage points year-over-year, primarily driven by the ramp of Ryzen and EPYC processor and datacenter GPU sales. Gross margin was up 3 percentage points quarter-over-quarter primarily due to a charge in the fourth quarter of 2018 related to older technology licenses. Non-GAAP gross margin was flat quarter-over-quarter.
  • Operating income was $38 million compared to operating income of $120 million a year ago and $28 million in the prior quarter. Non-GAAP operating income was $84 million compared to operating income of $152 million a year ago and $109 million in the prior quarter. The year-over-year decline was primarily due to lower revenue and operating income in the Computing and Graphics segment.
  • Net income was $16 million compared to net income of $81 million a year ago and $38 million in the prior quarter. Non-GAAP net income was $62 million compared to net income of $121 million a year ago and $87 million in the prior quarter.
  • Diluted earnings per share was $0.01, compared to diluted earnings per share of $0.08 a year ago and $0.04 in the prior quarter. Non-GAAP diluted earnings per share was $0.06, compared to diluted earnings per share of $0.11 a year ago and $0.08 in the prior quarter.
  • Cash, cash equivalents and marketable securities were $1.2 billion at the end of the quarter.

Quarterly Financial Segment Summary
  • Computing and Graphics segment revenue was $831 million, down 26 percent year-over-year and 16 percent quarter-over-quarter. Revenue was lower year-over-year primarily due to lower graphics channel sales, partially offset by increased client processor and datacenter GPU sales. The quarter-over-quarter decline was primarily due to lower client processor sales.
    • Client processor average selling price (ASP) was up year-over-year driven by Ryzen processor sales. Client ASP was down slightly quarter-over-quarter due to a decrease in mobile processor ASP.
    • GPU ASP increased year-over-year primarily driven by datacenter GPU sales. GPU ASP was up sequentially driven by improved product mix.
    • Operating income was $16 million, compared to operating income of $138 million a year ago and operating income of $115 million in the prior quarter. The year-over-year and quarter-over-quarter operating income decreases were primarily due to lower revenue.
  • Enterprise, Embedded and Semi-Custom segment revenue was $441 million, down 17 percent year-over-year and up 2 percent sequentially. The year-over-year revenue decrease was primarily due to lower semi-custom product revenue, partially offset by higher server sales. The quarter-over-quarter increase was primarily driven by higher semi-custom revenue.
    • Operating income was $68 million, compared to operating income of $14 million a year ago and an operating loss of $6 million in the prior quarter. The year-over-year and sequential improvements were primarily driven by a $60 million licensing gain associated with the company’s joint venture with THATIC.
  • All Other operating loss was $46 million compared with operating losses of $32 million a year ago and $81 million in the prior quarter. The prior quarter included a $45 million charge related to older technology licenses.

Doesn't seem like AMD is having problems with datacenter sales like Intel

.

Last edited by AZuser; 04-30-2019 at 03:33 PM.
Old 04-30-2019, 04:15 PM
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Old 05-02-2019, 07:11 PM
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Originally Posted by #1 STUNNA
How does AMD always get the consoles?
I learned today that Lisa Su was involved in the development of the PS3 cell processor when she was at IBM. Her relationship with the gaming consoles runs deep.
It's mentioned within the first 2-4 minutes of this video.

Last edited by doopstr; 05-02-2019 at 07:13 PM.
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Old 05-07-2019, 04:50 PM
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Nice win today, but that stock price
https://www.amd.com/en/press-release...tware-to-power

AMD EPYC CPUs, AMD Radeon Instinct GPUs and ROCm Open Source Software to Power World’s Fastest Supercomputer at Oak Ridge National Laboratory


Collaboration with Cray targets over 1.5 exaflops of next-generation AI and HPC processing performance in Frontier system by 2021


SANTA CLARA, Calif.
05/07/2019
AMD (NASDAQ: AMD) today joined the U.S. Department of Energy (DOE), Oak Ridge National Laboratory (ORNL) and Cray Inc. in announcing what is expected to be the world’s fastest exascale-class supercomputer, scheduled to be delivered to ORNL in 2021. To deliver what is expected to be more than 1.5 exaflops of expected processing performance, the Frontier system is designed to use future generation High Performance Computing (HPC) and Artificial Intelligence (AI) optimized, custom AMD EPYC™ CPU, and AMD Radeon™ Instinct GPU processors. Researchers at ORNL will use the Frontier system’s unprecedented computing power and next generation AI techniques to simulate, model and advance understanding of the interactions underlying the science of weather, sub-atomic structures, genomics, physics, and other important scientific fields.

“AMD is proud to partner with Cray and ORNL to deliver what is expected to be the world’s most powerful supercomputer,” said Forrest Norrod, senior vice president and general manager, AMD Datacenter and Embedded Systems Group. “Frontier will feature custom CPU and GPU technology from AMD and represents the latest achievement on a long list of technology innovations AMD has contributed to the Department of Energy exascale programs.”

AMD innovations to be used in the Frontier system include:
  • Future-generation High Performance Computing (HPC) and Artificial Intelligence (AI) optimized, custom AMD EPYC CPU, and Radeon Instinct GPU processors supported by High Bandwidth Memory (HBM) and extensive mixed precision ops for optimum deep learning performance;
  • A custom high-bandwidth, low-latency coherent Infinity Fabric, connecting four AMD Radeon Instinct GPUs to one AMD EPYC CPU per node;
  • An enhanced version of the open source ROCm programming environment, developed with Cray to tap into the combined performance of AMD CPUs and GPUs.
“We are excited to work with the team at AMD to deliver the Frontier system to Oak Ridge National Laboratory,” said Steve Scott, senior vice president and CTO at Cray. “Cray’s Shasta supercomputers are designed to support leading edge processor technologies and high-performance storage, all tightly interconnected by Cray’s new Slingshot network. The combination of Cray and AMD technology in the Frontier system will dramatically enhance performance at scale for AI, analytics, and simulation, enabling DOE to further push the boundaries of scientific discovery.”

AMD has a proud supercomputing history and a long-standing engagement with DOE, starting with the Jaguar supercomputer in 2005 and Titan supercomputer in 2012. The Frontier system leverages years of exascale technology investments by DOE. The contract award includes technology development funding, a center of excellence, several early-delivery systems, the main Frontier system and multi-year systems support.

“Frontier represents the state-of-the art in high-performance computing. Designing and standing up a machine of its scope requires working closely with industry, partnerships which not only enable breakthrough science but also ensure American scientific and economic competitiveness on the global stage,” said Jeff Nichols, associate laboratory director for Computing and Computational Sciences, ORNL. “We are delighted to work with AMD to integrate the CPU and GPU technologies that enable this extremely capable accelerated node architecture.”

Last edited by doopstr; 05-07-2019 at 04:54 PM.
Old 05-08-2019, 06:39 PM
  #138  
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Some new ThinkPads
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Old 05-10-2019, 05:00 PM
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Decoupling from INTC and NVDA? Guess we will see what happens when NVDA reports next week.
Old 05-10-2019, 08:40 PM
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Intel didn't have good news at their analyst day this past Wednesday, prompting several downgrades. Plus, Intel has more exposure to China than AMD, so more harm to Intel with trade war.

https://www.wsj.com/articles/intel-t...de-11557418168

Intel Tries Humble Mode

May 9, 2019 12:09 p.m. ET

Give Bob Swan some credit for knowing how to get the bad news out early.

The newly minted Intel Corp. chief executive has had a surprising number of opportunities to do so in less than four months on the job. In his first earnings call as CEO last month, he cut the company’s full-year forecast, mainly citing the effects of weak memory pricing and a lull in demand for server processor.

Then on Wednesday, he told a meeting of analysts that Intel’s growth would be in the “low single digit” range over the next three years with gross margins also coming under pressure as Intel races to update its manufacturing processes. He even let those numbers slip before the closing bell, sending Intel’s stock price down 2.5% in late trading. The stock fell another 6% Thursday morning.

While many investors focused initially on the growth number, growth actually isn’t Intel’s biggest problem. In fact, the company’s target of $76 billion to $78 billion in revenue by 2021 was a bit above Wall Street’s projections. Getting there is going to be expensive, though. Intel once held the undisputed lead as the world’s most advanced chip maker thanks to its ability to continuously shrink the circuitry on chips on a regular basis. But it has lost that lead over the past couple of years thanks to stumbles in its process for producing chips at the 10-nanometer size.

Intel won’t be producing chips in high volume at that size until later this year. Meanwhile, rival Taiwan Semiconductor Manufacturing Corp. is already shipping products at the 7-nanometer size. Analysts say the contrast between the two isn’t as sharp as the numbers suggest due to their differing methodologies. But TSMC’s gains have still cost Intel its pre-eminent position, forcing it to play a costly game of catch-up. Mr. Swan said Wednesday that gross margins could dip as low as 57% over the next three years. That would be Intel’s lowest in a decade.

Mr. Swan says he will compensate for much of that by monitoring operating expenses, thus preserving Intel’s operating margins in the 32% range. He rightly sees a much larger addressable market for the company, well beyond its historic base of PC and server processors. Intel controls more than 90% of those markets, but has less than 25% share of the more expanded opportunities Mr. Swan envisions.

That could improve its prospects, but Intel will have to play its chips better than it has of late.

>> Why Intel Stock Slumped Today -- https://finance.yahoo.com/news/why-i...171400936.html

>> AMD Expects Revenue Growth in 2019, while Intel Expects Declines -- https://articles.marketrealist.com/2...ects-declines/

>> Intel stock falls as analysts digest new game plan: ‘Turning a battleship takes time’ -- https://www.marketwatch.com/story/in...ime-2019-05-09


Then there are the charts. AMD is still in an uptrend and within its up channel, it held the 50 day moving average, all moving averages are going up, and it looks to be in its 5th wave of Elliot wave which, if trend continues, could put it back to the highs. I'm sure the algo's see this too.

uoWWOQU.png


Intel's chart is a disaster ...

IuNYU4I.png
Old 05-15-2019, 05:39 PM
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New Azure VM available in some regions. (and it's a monster)
https://azure.microsoft.com/en-gb/up...estern-europe/
HB-series, designed to provide supercomputer-grade performance and scalability with the best price performance on the public cloud, are now generally available in South Central US and Western Europe.

A single HB VM will perform 2-3 times faster than the servers that most HPC customers have in their on-premises data centres today. Customers can also run MPI-based HPC applications across up to 300 VMs and 18,000 CPU cores

HB-series VMs are optimised for HPC applications driven by memory bandwidth, such as fluid dynamics, explicit finite element analysis and weather modelling. HB VMs feature 60 AMD EPYC 7551 processor cores, more than 260 GB/s of memory bandwidth, 4 GB of RAM per CPU core, no hyperthreading, 700 GB of local NVMe storage and up to 4 Managed Disks.

HB VMs are interconnected by 100 Gb EDR InfiniBand, support OFED drivers and all RDMA verbs, and utilise Mellanox ConnectX-5 NICs featuring hardware acceleration for MPI collectives. On HB VMs, customers can realise MPI latencies up to 10 times lower than networking options found elsewhere on the public cloud.

Optionally, HB-series VMs can connect to a Cray ClusterStor in Azure storage system for ultra high-performance storage needs.

Last edited by doopstr; 05-15-2019 at 05:42 PM.
Old 05-16-2019, 12:50 PM
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AMAT and NVDA reporting today after the close.

Q2 2019 analyst estimate AMAT
EPS: $0.66
Rev: $3.5 billion

https://www.barrons.com/articles/app...ew-51557887704

• Intel stock dropped 9% after reporting first quarter numbers. Even though Intel expects sales to fall about 3% in 2019, Intel management still expects to spend $15.5 billion on capital equipment this year. That's just about what Intel spent on equipment in 2018. That’s a key number for companies such as Applied Materials, because capital spending by Intel turns into sales at Applied Materials. In fact, Applied derives about 13% of its sales from Intel. Analysts will be eager to see if Intel’s weak results lead to disappointing revenue guidance from Applied Materials.

• The Intel news didn’t catch Wall Street completely by surprise. Smartphone unit growth has slowed and automotive markets have declined. Still, Intel management believed revenue in 2019 would be flat with last year. That calls into question the second half sales recovery many Wall Street analysts were relying on.

• New Street Research analyst Pierre Ferragu wasn’t as optimistic as some though. “Conditions aren’t there yet,” he told Barron’s. “What we are hopeful to see [out of Applied] is a confirmation of a stabilization, which would be a strong leading indicator to a 2020 recovery.” Ferragu thinks no new bad news will be enough to stabilize stock prices for Applied Materials and other semiconductor companies.

Q1 2020 analyst estimate NVDA
EPS: $0.60
Rev: $2.2 billion

Gaming: $937.2 million
Pro Visualization: $289.9 million
Datacenter: $665.1 million
Auto: $163.8 million
OEM & IP: $121.4 million

https://www.marketwatch.com/story/nv...ear-2019-05-14

May 16, 2019

Nvidia Corp. is about to be a test case for a potential cloud slowdown, after earlier earnings reports from chip makers indicated an industry-wide slump in data-center sales.

When Nvidia reports fiscal third-quarter earnings after the market closes Thursday, many analysts are concerned the chip maker’s server-chip sales will suffer the same weakness cited by Intel Corp. INTC, -0.09% in the chip giant’s late-April earnings report. Intel said that “data-center inventory and capacity digestion” had been worse than the company had forecast in January, with demand from China falling off.

At Nvidia’s annual conference in March, the chip maker showcased its data-center strength and announced that Amazon.com Inc.’s Amazon Web Services had adopted its latest server chips for its data centers. Earlier in March, Nvidia said it was acquiring Mellanox Technologies Inc. for $6.9 billion in a bid to double-down on its data-center bet.

Stifel analyst Kevin Cassidy, who has a hold rating on Nvidia, said he thinks the company will have trouble meeting its full-year guidance for revenue because of data-center softness.

“We believe that recent earnings commentary indicates that spending could continue to be slow through the first half of CY2019, especially given Intel’s reports of greater-than-expected inventory and capacity digestion headwinds in China,” Cassidy said. “In our view, Chinese data-center customers likely built inventory in 2018 due to trade concerns.”

Analysts polled by FactSet expect data-center sales to decrease 5.1% to $665.1 million from the year-ago period.

Earnings: Of the 31 analysts surveyed by FactSet, Nvidia on average is expected to post adjusted earnings of 62 cents a share, down from 90 cents a share expected at the beginning of the quarter and $1.98 a share reported in the year-ago period. Estimize calls for earnings of 87 cents a share.

Revenue: Wall Street expects revenue of $2.2 billion from Nvidia, according to 33 analysts polled by FactSet. That’s down from $2.4 billion forecast at the beginning of the quarter, and $3.21 billion reported in the year-ago period. Estimize expects revenue of $2.23 billion.

Analysts expect third-quarter gaming revenue to drop 46% to $937.2 million from the year-ago quarter; professional visualization sales to rise more than 15% to $289.9 million; and “OEM & IP,” or original equipment manufacturers and intellectual property, revenue to drop 69% to $121.4 million. Auto sales are expected by analysts to rise 13% to $163.8 million.


. . . .
Old 05-16-2019, 03:35 PM
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NVDA: $169.30 : +$9.11 (+5.69%)
After hours: 4:34PM EDT

EPS: $0.88 vs $0.60 estimate -- beat, but down 57% from $2.05 a year ago
Revenue of $2.22 billion vs $2.20 billion estimate -- beat, but down 31% from $3.207 billion a year ago

GAAP gross margins: 58.4% , down from 64.5% a year ago
non-GAAP gross margins: 59.0% , down from 64.7% a year ago

Gaming: $1.055 billion vs $937.2 million estimate -- beat, but down 38.77% from $1.723 billion a year ago
Pro Visualization: $266 million vs $289.9 million estimate -- miss
Datacenter: $634 million vs $665.1 million estimate -- miss and down 9.56% from $701 million a year ago
Auto: $166 million vs $163.8 million estimate -- beat
OEM & IP: $99 million vs $121.4 million estimate -- miss and down 74.42% from $387 million a year ago


https://s22.q4cdn.com/364334381/file...Trend_Q120.pdf

https://nvidianews.nvidia.com/news/n...er-fiscal-2020

NVIDIA’s outlook for the second quarter of fiscal 2020 is as follows:
  • Revenue is expected to be $2.55 billion, plus or minus 2 percent.
  • GAAP and non-GAAP gross margins are expected to be 59.2 percent and 59.5 percent, respectively, plus or minus 50 basis points.
  • GAAP and non-GAAP operating expenses are expected to be approximately $985 million and $765 million, respectively.
  • GAAP and non-GAAP other income and expense are both expected to be income of approximately $27 million.

Last edited by AZuser; 05-16-2019 at 03:38 PM.
Old 05-22-2019, 07:47 PM
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Looks like decoupling progressing. Computex next week, should see Zen2 announcement. One rumor says 5Ghz boost clock for the 12 core part. I'll believe it when i see it.

Old 05-24-2019, 06:11 PM
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Info on Lisa Su's keynote at Computex.
Old 05-27-2019, 07:41 AM
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Computex keynote. It's probably the best presentation I have seen from Lisa Su. You can tell that she is super excited about Rome. She laughed after the demo of a dual socket Rome smashing dual socket Xeon. Navi GPU is on a new architecture and supports PCIE4. They have a card that can keep up with the Nvidia 2070, but did not say anything about the 2080/TI. IMO their goal is not to beat the 2080, it's to get Navi into PS5 and Xbox. It sounds like Vega is going to stick around to be their datacenter card. The guy that came on from Acer is hilarious and almost stole the show. New 8c/16t and 12c/24t Ryzen CPUs announced. One of the 8c CPU is low TDP. 12c/24t part is $499, half the price of the Intel competitor. The new Ryzen CPUs will be available on Sunday, July 7. 7/7 for 7nm.

From anandtech... https://www.anandtech.com/show/14407...e-40-coming-77

Last edited by doopstr; 05-27-2019 at 07:43 AM.
Old 05-27-2019, 08:12 AM
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Linus has a boner.
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Old 05-27-2019, 10:13 AM
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LOL I was just going to post that
Old 05-27-2019, 07:04 PM
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Old 05-27-2019, 07:14 PM
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LOL their 12 core processor is better than Intel's 12 core processor, and they're going to sell it for less than half the price.

Intel
Old 05-28-2019, 12:29 PM
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Must be nice

29.10 USD +2.66 (+10.06%)
Old 05-28-2019, 04:51 PM
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Originally Posted by Mizouse
Must be nice

29.10 USD +2.66 (+10.06%)
* cough * post #140 * cough *

Y2HfOM0.png
Old 05-28-2019, 06:18 PM
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And?

the price is the same as what you posted
Old 05-30-2019, 12:12 PM
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Originally Posted by Mizouse
And?

the price is the same as what you posted
Post #140: $27.96
Post #152: $29.03


MeMSiGb.png
Old 05-30-2019, 12:29 PM
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i was looking at the pic you posted.
Old 05-30-2019, 05:17 PM
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They do exist
They look like EPYC processors, but with different cryptography engines inside the chip .
https://www.anandtech.com/show/14456...-a-sugon-hygon

Last edited by doopstr; 05-30-2019 at 05:20 PM.
Old 06-03-2019, 09:11 AM
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Samsung has licensed AMD graphics for mobile. It is now clear what NAVI is all about, low power.
Will Apple be forced to license AMD graphics to compete?
https://www.marketwatch.com/story/am...hip-2019-06-03
Shares of Advanced Micro Devices Inc. AMD, +7.75% are up more than 5% in premarket trading Monday after the company announced a multi-year strategic partnership with Samsung Electronics Co. Ltd. 005930, +3.06% Through the partnership, which is focused on low-power, high-performance mobile graphics, Samsung will license AMD's intellectual property in graphics as it works toward enhancing mobile applications and smartphones. AMD will receive license fees and royalties as a result of this arrangement. The stock has risen 48% so far this year, as the S&P 500 SPX, -0.19% has gained 10%.
Old 06-04-2019, 05:38 PM
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Good close, hope it holds.
29.57+1.99 (+7.22%)
At close: 4:00PM EDT
Old 06-07-2019, 03:24 PM
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32.41+0.59 (+1.85%)
At close: 4:00PM EDT
Old 06-07-2019, 03:53 PM
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Originally Posted by AZuser
Calls up almost 300%

yYpJvUL.png

Getting close to being overbought on RSI though.

ZNGHnCd.png

Wonder when the Wave A downtrend will start. Double top?

im8GhnH.gif


Quick Reply: Anyone else purchasing AMD?



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