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The Exiled · 19.08.2021., 00:01

Citiraj:

AMD Reports Q2 2021 Earnings: Company-wide growth drives doubled revenue

Citiraj:

For the second quarter of 2021, AMD reported $3.85B in revenue, making for yet another massive jump over a year-ago quarter for AMD, when the company made just $1.93B in a then-record quarter. Now, half-way through 2021, AMD’s financial trajectory is all about setting (and beating) records for the company, as evidenced by the 99% leap in year-over-year revenue – falling just millions short of outright doubling their revenue. AMD’s big run-up in revenue is also reflected in the company’s other metrics; along with that revenue AMD’s net income has grown by 352% year-over-year, now reaching $710M. And if not for an unusual, one-off tax benefit for AMD’s Q4’2020, this would have been AMD’s most profitable quarter ever – and indeed is on a non-GAAP basis. Meanwhile, as you might expect from such high net income figures, AMD’s gross margin has risen even further and now sits at 48%, up 4 percentage points from the year-ago quarter and 2 points from last quarter.

Citiraj:

We remain on-track to launch next-generation products in 2022, including our Zen 4 processors built with industry-leading 5nm process technology and our RDNA 3 GPUs.

— AMD CEO, Dr. Lisa Su

Izvor: AnandTech

Citiraj:

AMD claims its largest share of the overall x86 CPU market in 14 years

Citiraj:

According to Mercury Research, AMD's x86 processor share is close to its all-time high. AMD's share of the overall x86 CPU market climbed to 22.5% in the second quarter of this year. Intel still claims the lion's share of the x86 space at 77.5%, but that number is down a tick over four percentage points from the same quarter a year ago. AMD has not been this competitive since the Athlon 64 days. Not by coincidence, AMD's share of the x86 CPU market peaked in the fourth quarter of 2006, when it accounted for 25.3%, or a quarter of the x86 sector. And the last time its share of the overall CPU space was as high as it is now, was nearly 14 years ago, in the fourth quarter of 2007. Case in point, at places like Amazon and Newegg, AMD leads Intel in their respective lists of best selling desktop processors. And over at Mindfactory, a popular retailer in Germany, AMD accounted for 76% of desktop CPUs sold last month, compared to 24% for Intel. Outside of the consumer desktop category, Mercury Research says "AMD set a new record for both server CPU units and revenues." This means AMD is making big strides in the lucrative data center market, where its Epyc processors have been chipping at away at Intel's Xeon footprint.

Izvor: Interneti

Citiraj:

The big fake news last week came from a report out of China stating that TSMC won a big Intel order for 3nm wafers. Bob Swan signed the N3 deal with TSMC due to the delays in Intel 10nm and 7nm to motivate Intel manufacturing to get those processes out as planned. TSMC then increased CAPEX to build the additional N3 capacity required to satisfy the Intel wafer agreement. To be clear, wafer agreements are signed 2-3 years before the chip makes it into HVM and TSMC can build fabs faster than that so there will be no N3 shortages for anyone who signed a wafer agreement (apple, AMD, NVIDIA, QCOM, etc…).

Citiraj:

If AMD becomes TSMC's second-largest client, it will not only be able to negotiate more favorable financial terms with the foundry, but it will also be able to influence the development of TSMC's future process technologies, process recipes, and get access to the latest nodes faster. This will further increase AMD's future products' competitiveness as the company might extract some additional performance or increase its transistor budgets over time. In any case, if AMD becomes TSMC's second-largest customer, it will be far easier for the company to secure chip supply from the world's largest contract maker of semiconductors.