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• #3322 S_x96x_S addikt

  Új Válasz 2020-06-04 10:04:10 #3322

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  S_x96x_S

  addikt

  befektetőknek ..
  * Q4 -ben jön az Epyc Milan, ZEN3, RDNA 2
  * következő negyedévben 135 új notebook,
  
  Advanced Micro Devices, Inc. (AMD) Presents at Bank of America Securities Global Technology Conference (Transcript)
  https://seekingalpha.com/article/4351624-advanced-micro-devices-inc-amd-presents-bank-of-america-securities-global-technology?part=single

  "We remain on track to launch our next-generation Zen 3 CPUs and RDNA 2 GPUs in late 2020 "

  "You know, we are on track to accelerate our mobile growth this year with customers like Acer and ASUS and Dell, HP, Lenovo and other OEMs as we expect to launch more than 135 new Ryzen powered consumer and commercial notebooks over the coming quarters."

  "...You know, Milan is doing well in the labs, and we should start shipping in Q4. And as far as the server business is concerned and future share gains, you know, I truly believe that with Milan coming to the fall, 2020 is an inflection year for the server business. Milan allows us to go into the bulk and almost all of the server space, and that is going to be important because as you look at the sizing of the future server business as we laid out in our financial analysts a couple of months ago, we did say that the data center business will grow to upwards of 30% of overall AMD, which we also have projected to grow at a 20% compound annual growth rate over the next three to four years."

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