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
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!
DOE has decided to use AMD's Epyc and Radeon Instinct for its El Capitan supercomputer at the Lawrence Livermore National Lab! To review, DOE, under the CORAL-2 Procurement, was to acquire three exascale supercomputers. Aurora (1 exaflops) was awarded to Intel for Argonne National Lab, detailed here. Frontier (1.5 exaflops) was award to HPE/Cray, using… Continue reading 3/4/20 AMD Wins El Capitan!
Since January COVID-19 has been the predominant issue for the entire world, including the stock market. Most recently there is renewed panic concerning greatly increased cases in both S. Korea and Italy. DJI was down more than 1000 yesterday and continues to go down today. Since I am both an experienced physician and has experience… Continue reading 2/25/20 COVID-19!
AMD had reported Q4 2019 and guided for 2020. Initial market reaction was of disappointment. Share price went down 3 the following day, despite many analysts continuing to set price target at high 50's into the 60's. Fortunately, AMD had now settled just under 49, which is around where it was during the run up… Continue reading 1/30//20 Best is STILL yet to come
CES 2020 had come and gone. AMD did not disappoint! The star was definitely the Ryzen 4000 mobile APUs, or the 3rd gen 7 nm chips which were highly anticipated. Great media coverage can be found at Anandtech.com, CRN.com and Videocardz.com, to name a few. Ryzen 4000 mobile APUs offer up to 8 cores and… Continue reading 1/7/20 AMD Shines at CES 2020, Renoir (Ryzen 4000 Mobile) Rocks!
As reported by thefly.com, Hans Mosesmann of Rosenblatt Securities had upgraded PT for AMD, from $52 to a whopping $65! Thanks to Reddit user Long_on_AMD, the complete note by Hans can be read here. Hans is now projecting earnings of $2.62 for 2021! [We like the setup for a strong back half of 2020 on… Continue reading 12/31/19 Happy New Year!
First, an important upgrade from RBC's Mitch Steves. He raised PT from $50 to $53. More significantly, he raised his 2020 earnings projection to $1.30 and 2021 to $1.73. Both of these are higher than the street average. He said: “the higher estimates stem from "solid channel checks" for both gaming chips and products used… Continue reading 12/25/19 Renoir Incoming at CES? Apple? Yes, Please!
Charlie Demerjian of Semiaccurate held another conference call with Susquehanna Group on 12/19/19, as announced on Twitter, here. He backed up what he had written on his blog previously, mainly how bad Intel is doing with their 10 nm and 7 nm processes. Reddit user Long_on_AMD did an excellent summary, here. Poor yield is a… Continue reading 12/20/19 Intel Circles the Drain
Charlie Demerjian of Semiaccurate had published yet another damning article on Intel's server CPU woes, here. A lot of details are behind his paywall. However, it is clear that just by the title alone, “Intel significantly delays Its entire server roadmap”, things are going to get massively worse despite Intel's continued denial. Meanwhile, AMD's roadmap… Continue reading 12/12/19 Xmas Time for AMD!