Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
DigiTimes before going to press alert: “AMD 7nm chips to be adopted for next-generation PlayStation “ “AMD has obtained 7nm chip orders for Sony's PlayStation 5 (PS5) consoles, with shipments scheduled to kick off in the third quarter of 2020, according to sources at IC backend firms.” If true, this may be one of the… Continue reading 4/15/19 AMD 7 nm PS5 Chips Shipping Q3 2020!
https://insidehpc.com/2019/04/amd-powers-corona-cluster-for-hpc-analytics-at-livermore/ This win by AMD was announced previously. Nevertheless it's good to know that: “Lawrence Livermore National Lab has deployed a 170-node HPC cluster from Penguin Computing. Based on EPYC processors and Radeon InstinctGPUs, the new Corona cluster will be used to support the NNSA Advanced Simulation and Computing(ASC) program in an unclassified site dedicated to partnerships with American… Continue reading 4/14/19 LLNL HPC! Deep Learning Win
https://semiaccurate.com/2019/04/08/intel-launches-cascade-lake-as-xeon-x200/ In this excellent article Charlie Demerjian went over the Intel Cascade Lake Xeon launch from last week. He summed it up with: “The problem for Intel is that in a vacuum, this is a clear win, with competition chomping at their heels it is not. 18+ months for a 6-8% performance increase is not… Continue reading 4/13/19 SemiAccurate Article plus Intel Discounts 1P Xeon!
Forrest Norrod Senior VP Datacenter and Embedded
https://www.digitimes.com/news/a20190411PD209.html?mod=3&q=AMD “Orders placed by Huawei and AMD will play a critical role in driving TSMC's revenue growth in the second quarter of 2019, according to market watchers.” “TSMC has seen its 7nm process utilization rate pick up substantially since the start of the second quarter, said the watchers, adding that Huawei and AMD are among the foundry's major 7nm… Continue reading 4/11/19 TSMC Q2 AMD Orders! AMD 27.83 to 27.79
https://seekingalpha.com/news/3449623-cowen-raises-amd-better-positioning Cowen raised PT from 28 to 33. While I agree with the upgrade, the timing of this new recommendation is not impressive. If this had come out on 1/31/19 right after AMD's Q4 ER, when AMD had already gone from 19 to 23, then retail investors could have benefited much more from his “foresight”.… Continue reading 4/10/19 AMD Chromebooks AMD 27.24 to 27.83
Once again it's days like this that makes me glad having sold AMD covered calls against my non-core AMD holding. Collecting options premium at 1% per week is pretty good return from my AMD options holding (non-core). https://www.windowscentral.com/xbox-scarlett This article speculated on the upcoming Xbox consoles, for both the full and streaming versions. “Google touted… Continue reading 4/9/19 Xbox Scarlett Speculation AMD 28.53 to 27.24
https://www.servethehome.com/why-amd-epyc-rome-2p-will-have-128-160-pcie-gen4-lanes-and-a-bonus/ In this highly technical article Patrick Kennedy talked about how Intel's latest Xeon Scalable (Cascade Lake) CPUs are still using PCIe Gen3 lanes, whereas AMD's Rome will have up to 162 PCIe Gen4 lanes for 2P and 129 PCIe Gen4 lanes for 1P. This is significant because PCIe Gen4 is an important upgrade from… Continue reading 4/8/19 Epyc Rome PCIe Gen4 Lanes Galore! AMD 28.98 to 28.53
https://www.thestreet.com/markets/intel-slips-after-wells-fargo-downgrades-chipmaker-14918288?puc=yahoo&cm_ven=YAHOO&yptr=yahoo Wells Fargo downgraded Intel today: [Part of Wells Fargo's caution on Intel is "driven by our belief that investor sentiment could become more tempered amid increasing visibility into AMD share gain [market share] momentum." AMD is slated to launch its "Rome" CPU chip by mid-year 2019, which its CEO, Lisa Su, said could deliver massive… Continue reading 4/5/19 Intel Downgraded, AMD 29.09 to 28.98
https://www.dell.com/en-us/shop/laptops/new-15-amd-5585/spd/inspiron-15-5585-laptop The Inspiron 15 5000 (5585) will be available on Dell.com on April 2 and at select retailers in North America shortly after. The Inspiron 14 5000 (5485) will be available in select retailers in North America shortly after April 2. The Inspiron 14 5000 2-in-1 (5485 2-in-1) will be available on Costco.com in the… Continue reading 4/4/19 AMD Notebooks! AMD 29.02 to 29.09
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