Fake news, click bait analysts and leaks/Investing using online research and paid subscriptions
As the photo shows, people were lining up in the rain, waiting for the AMD launch in Japan. More than the products being available, people were eagerly waiting for the lifting of NDA, in order to read all the reviews and benchmarking. This Reddit page has a nice summary of most of the reviews and… Continue reading 7/7/19 AMD 7 nm Launch!
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://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://www.anandtech.com/show/14155/intels-enterprise-extravaganza-2019-roundup Intel launched a whole slew of product lineups. Market didn't react (54.51 to 54.36 yesterday). It is beyond my scope to discuss all the technical merits here, but there have been plenty of positive and negative reactions. I believe one thing is certain. AMD will take market share in all the TAMs. It's a… Continue reading 4/3/19 Intel Launch, Digitimes Articles! AMD 26.75 to 29.02!
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
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