So much had happened since my last blog on March 17, 2020. AMD's share price had recovered into the 50's again. Q1 ER had come and went. Guidance for 2020 remains largely intact (20%+ increase over 2019), though with a bit more caution due to macro elements. This is in sharp contrast to both Intel… Continue reading 5/29/20 AMD Marches On
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!
Roland Quandt, a German journalist had written an article at winfuture.de about MS Surface Laptop 3 using AMD chip, specifically the 15 inch model. He even claimed that there are three AMD-based models. Roland had twitted that this news is confirmed based on non-public retail info. He further twitted that this is from 100% rock… Continue reading 9/15/19 Microsoft Surface Laptop 3 AMD Rumor!
The AMD Rome launching event turned out to be a very well orchestrated live presentation, at the Palace of Fine Art Theater in San Francisco. It was well attended by all relevant media, and all the important partners were there in force. The presentation can be seen here. Anandtech did a very nice live blog,… Continue reading 8/7/19 Rome Blasts Off!
Finally AMD reported Q2 2019. After hours AMD was down big due to the initial disappointment of soft guidance for the whole year and Q3, but after people started to digest the earnings call, AMD recovered to $33.50, only 4% down. The most notable item is that AMD is now guiding mid single digit growth… Continue reading 7/30/19 Rome Launches on August 7th!
The tension is mounting. AMD will report Q2 2019 on July 30. This disappointed quite a few people as some had predicted ER to be one week earlier. Some people suggested that perhaps since the new 7 nm Ryzen and RX5700 have been selling so well that AMD will need more time to project a… Continue reading 7/20/19 What will AMD report on July 30, 2019??
I had the pleasure of attending the AMD Next Horizon Gaming E3 2019 presentation in person. It was a lot of fun. Lisa Su has become quite a powerful speaker and presenter. I was given an AMD Team Red T-shirt while in line, sent to sit in the front row and asked to form a… Continue reading 6/10/19 Lisa Su’s E3 Surprise! AMD 32.41 to 33.23
Anandtech did a nice live blog of Lisa Su's keynote presentation. https://www.anandtech.com/show/14408/dr-lisa-su-at-computex-2019-amd-keynote-live-blog Epyc. Sixty Epyc platforms. More than fifty cloud instances. Frontier the 1.5 exaflop supercomputer. Microsoft Azure HB Virtual Machines. 1st EPYC HPC Cloud Offering, largest Scale CFD Sim in Cloud, more than 11500 EPYC cores. Demo against Xeon, 2X performance. https://www.anandtech.com/show/14412/amd-teases-first-navi-gpu-products-rx-5700-series-in-july-25-improved-perf Navi. In… Continue reading 5/27/19 Lisa Su Rocks Computex!
https://www.anandtech.com/show/14160/amd-ceo-dr-lisa-su-to-deliver-computex-2019-lead-keynote Computex has never had a lead CEO keynote speech, like the CES keynote. They had asked Lisa Su to give the first ever pre-show keynote speech. This is quite an honor, and it demonstrates how important AMD has become to land both the 2019 CES and Computex keynotes. https://finance.yahoo.com/news/hostkey-deploys-amd-epyc-processors-120000324.html HOSTKEY is deploying Epyc (16… Continue reading 4/2/19 Lisa Su to give Computex Lead Keynote! AMD 26.36 to 26.75