Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
https://www.youtube.com/watch?v=wjVjHce8uME AdoredTV came out with this video discussing Zen 2. In summary, 7 nm chiplets for everything AMD is making (non-Radeon). This will be great for binning, because they can use same chiplets for consoles. Customized 14 nm I/O dies for server, Ryzen, APU and Ryzen mobile. 5 GHz is likely. L3 cache is doubled.… Continue reading 1/27/19 Sunday
https://semiaccurate.com/2019/01/25/why-semiaccurate-called-10nm-wrong/ Charlie had stated that Intel's 10 nm has been killed. Now Intel is continuing with 10 nm, even though it is severly weakened. In order to proceed to 7 nm, they needed to overcome some challenges at the 10 nm anyway. However, yield and performance continues to be a problem for 10 nm. Therefore… Continue reading 1/25/2019 AMD 20.85 to 21.93
AMD, NVDA and INTC all up today. Intel reported after market close. Intel fell big after hours, AMD down slightly. https://www.cnbc.com/2019/01/24/intel-earnings-q4-2018.html In short, Intel miss on Q4 revenue and gave weak guidance, especially in regards to data centergroup (DCG). Intel gave a lame excuse, something about cloud providers bought too many chips and are now… Continue reading 1/24/2019 AMD 19.80 to 20.85
Today we are all waiting for the Intel ER tomorrow. There are many articles to go over! https://www.reddit.com/r/AMD_Insights/comments/ail076/sugon_increases_stake_in_thatic/ AMD's JV with THATIC/Sugon so far has been a mystery. This post is from Reddit AMD_Insight, run by user kd-_. There are articles from http://guba.eastmoney.com which were translated by user ryanmononoke. Thanks to them for finding and… Continue reading 1/23/19 AMD 19.76 to 19.80
Entire market down big. World economy slowdown and trade war worries. https://marketrealist.com/2019/01/intels-margins-set-to-normalize-after-reaching-a-peak-in-q3 In this article: “Strong demand in the PC and server markets drove Intel’s (INTC) revenue in 2018. This unexpected demand created a CPU supply shortage for Intel in the second half of the year.” Fake news! It was widely reported that Intel was… Continue reading 1/22/19 AMD 20.77 to 19.76
https://www.tomshardware.com/news/msi-ceo-interview-intel-shortage-amd,38473.html This inierview with MSI CEO came out Saturday. Charles Chiang said Intel CPU shortage was significant, leading to less motherboards sale for MSI. MSI makes high end PC's, and Intel was able to supply enough higher end CPU to MSI. Intel shortage will completely disappear by Q4 of 2019. Most significantly, MSI will not… Continue reading 1/21/19 MLK. Market closed
At 3 AM AdoredTV posted his new video. https://www.youtube.com/watch?v=c8EONokJTdU TLDW: Problem with Navi in late 2018, was sent back to TSMC for re-tape. One to 2 months prior to CES, AMD decided to add Radeon 7 and postpone Navi to mid 2019. This was a change of plan. The worrisome point: AMD is selling Radeon… Continue reading 1/19/19 Saturday
Market up on China optimism. TSMC survived lower guidance and actually all stocks up. New article from SmartAnalyst. https://www.smarteranalyst.com/analyst-insights/is-it-time-to-bet-against-advanced-micro-devices-amd-stock/ Baird Analyst Tristan Gerra doubt that AMD can reach 10% CPU server market in 2019. “It takes three quarters for server customers to evaluate a new architecture before ramping incremental volume. Given many of these customers… Continue reading 1./18/19 AMD 20.25 to 20.77
TSMC reported overnight. Guided lower due to smartphone slow down. Stated major under-utilization of 7 nm capacity. Actually this is good for AMD. More capacity to ramp up, don't have to fight Apple. http://www.redgamingtech.com/navi-announced-in-june-launches-july-more-powerful-navi-launching-next-year/ https://www.pcgamesn.com/amd/amd-navi-graphics-card-e3-2019-reveal-july-release-date Rumor that Navi will announce at E3. Ship in July. If true, it would be great. https://www.smarteranalyst.com/analyst-insights/advanced-micro-devices-amd-server-strength-into-2019-remains-a-key-focus-says-wells-fargo/ Wells Fargo's Aaron… Continue reading 1/17/19 AMD 19.49 to 20.25
AMD down on light volume. No reason. Some report of Intel buying AMD, which is nonsense. Another rumor of Intel luring Lisa Su over for CEO, unlikely IMO. Seems like market is waiting for ER, which should be Jan 29 Tuesday. Guidance was $1.45 B. Based on AMD Jan 2019 Investor Slides, still guiding mid-20%… Continue reading 1/16/19 AMD 20.40 to 19.73
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