October 9, 2020 Zen 3 and Xilinx!

Zen 3 presentation finally happened, and it is fair to say it met very high expectations. Per AMD, it has 19% increase in IPC, which is better than the consensus of around 12-15% increase. As rumored, Zen 3 now has 8 cores CCX. This significantly decreased latency, as opposed to the previous 4 cores CCX… Continue reading October 9, 2020 Zen 3 and Xilinx!

Sept. 17, 2020 PS5 Fake News, and Forrest Norrod at Deutsche Bank!

There has been a market/tech pullback in September, with Tesla/Nvidia all off their all time highs. AMD is no exception. Today it is trading around 75, quite a way off from 92-93 merely few weeks ago. Since stocks don't ever go up in a straight line, selling options is exactly how one make profit from… Continue reading Sept. 17, 2020 PS5 Fake News, and Forrest Norrod at Deutsche Bank!

August 13, 2020 Can/Should AMD Buy Xilinx??

In the news lately is the talk of Nvidia negotiating to buy ARM. On Twitter there has been lots of reactions to this deal, mostly negative concerning the other ARM customers once Nvidia takes over. TheVerge covered this topic, here. Clearly SoftBank is motivated to sell, but it remains to be seen how regulators will… Continue reading August 13, 2020 Can/Should AMD Buy Xilinx??

August 11, 2020 AMD’s Clear Path to the End Zone

Wow, so much to go over! Where to start? First, the share price. In a span of two weeks, AMD went from the 50's to the 80's! On July 22, AMD went from 57 to 61 for no apparent reason. On July 24, day after Intel's admission of their 7 nm delay, AMD exploded up… Continue reading August 11, 2020 AMD’s Clear Path to the End Zone

July 4, 2020 Tencent Goes Big With Epyc!

Chinese tech giant Tencent had previously announced their customized server chip based on AMD's Epyc, code named Star Lake (actually Star Ocean or 星星海 in Chinese). During the COVID-19 emergency in China, Tencent had supposedly deployed 100,000 Epyc chips over a very short time. Now Tencent had further announced their new cloud computing data center… Continue reading July 4, 2020 Tencent Goes Big With Epyc!

3/17/20 AMD’s Long Term Outlook Remains Sound

The US has finally sounded its panic alarm. With much more public awareness and increasing COVID-19 testing capability, now governments (states and federal) are implementing social distancing with closure of various businesses and schools. This is welcomed. Italy had shown that restricting travel alone is not enough. Much more intense testing (like South Korea), physical… Continue reading 3/17/20 AMD’s Long Term Outlook Remains Sound

3/6/20 Lisa Su at AMD’s Financial Analyst Day: Full Speed Ahead!

Finally FAD happened. It was worth watching in its entirety. During the Q & A, of course Lisa Su was asked about the effect of COVID-19 on Q1 and 2020. Amazingly she said AMD was not updating Q1 and 2020 remains the same! She did say that supply chain was nearly back to normal or… Continue reading 3/6/20 Lisa Su at AMD’s Financial Analyst Day: Full Speed Ahead!