AMD rose yet another $0.83 today, closed at $38.35, another all time high. Maybe some of this rise can be attributed to short covering? At some point there will be capitulation. After hours AMD gained yet another $0.15 while Nvidia dropped $1.89. Nvidia did beat a lowered guidance, but outlook is soft. AMD is likely… Continue reading 11/14/19 AMD Scores a Touchdown with Ryzen 3950X!
Jim at AdoredTV posted a much welcomed YouTube video called “AMD's Make or Break”. He had been taking a break from posting videos, as well as reserving such videos to patreons only. So when he put out this video, it was much appreciated! In this video, Jim went through some likely calculations of the yield… Continue reading 9/27/19 AdoredTV Comes to the Rescue, the Mystery of the Zen 2 6 Cores Chiplets
Today Digitimes sent out a “before going to press” email about an article to be published soon: "AMD delays Ryzen 9 3950X launch due to unsatisfactory clock speeds, sources claim" "Unsatisfactory clock speeds are associated with the delayed launch of AMD's 16-core Ryzen 9 3950X processor, which has nothing to do with support from its… Continue reading 9/24/19 Digitimes Spread Rumor About Ryzen 3950X
On 9/20/19 AMD twitted that Ryzen 3950X (16 cores) and 3rd Gen Threadripper will launch in November 2019, in volume. They also posted an image of Threadripper with text saying “premiering with 24 cores”. This lead to quite a reaction on the web. First thoughts were of some disappointment. 3950X was originally slated for September… Continue reading 9/21/19 Ryzen 3950X and 3rd Gen Threadripper to Launch in November, Implications