Advanced Micro Devices NYSE: AMD procesory, chipsety

czyli wszystkie giełdy bardziej rozwinięte niż GPW
slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 03 sie 2022 15:11

Advanced Micro Devices (NASDAQ:AMD) stock fell 5.3% after the chip designer forecast third-quarter revenue slightly below estimates, seeing a challenging market ahead.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

REKLAMA


slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 07 paź 2022 23:33

Tech was also pushed deeper in the red by a slump in chip stocks following a profit warning from chipmaker AMD.

Advanced Micro Devices (NASDAQ:AMD) plunged nearly 14% after announcing preliminary results for the third quarter that missed Wall Street estimates.

The miss on revenue guidance was driven by a “weaker-than-expected PC market & the resulting inventory correction in the PC supply chain,” Deutsche Bank said in a note after cutting its price target on the stock to $90 from $95.

https://www.pb.pl/akcje-amd-mocno-tanie ... oz-1165983
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 23 sty 2023 21:06

Advanced Micro Devices (NASDAQ:AMD) was upgraded by Barclays to overweight from equal weight, with a price target of $85, up from $70, sending the chipmaker’s share price up 7%. Barclays also upgraded Qualcomm Incorporated (NASDAQ:QCOM) and NVIDIA Corporation (NASDAQ:NVDA), pushing both shares more than 7% and 6% higher, respectively.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 31 sty 2023 23:44

AMD shares rise after Q4 report that beat expectations for revenue, EPS

Investing.com -- Advanced Micro Devices Inc (NASDAQ:AMD) beat expectations for fourth-quarter revenue and profit and forecast current-quarter revenue that was in line with expectations.

The chip maker reported fourth-quarter revenue of $5.6 billion, beating expectations for $5.5B. Earnings per share of 69 cents was two cents better than expectations. Revenue was up 16% from the fourth quarter a year earlier.

AMD said revenue in the quarter was driven primarily by growth across its embedded and data center businesses and partially offset by lower revenue from chips for laptops, PCs, and gaming systems.

Shares of AMD rose 3.7% in after-hours trading and are up 16% so far this year.

For the full year 2022, the company reported a 44% gain in revenue, to $23.6B, while operating expenses rose 120%. Adjusted earnings per share of $3.50 for the year was up 25% from the prior year.

AMD forecast revenue for the current quarter of $5B to $5.6B, which would be as much as 10% below fourth-quarter levels but is mostly in line with expectations for $5.5B.

CEO Lisa Su called it a strong year despite the weak environment for PC demand in the second half of the year.

"We accelerated our data center momentum and closed our strategic acquisition of Xilinx, significantly diversifying our business and strengthening our financial model,” Su said in a statement “Although the demand environment is mixed, we are confident in our ability to gain market share in 2023 and deliver long-term growth based on our differentiated product portfolio.”
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 03 mar 2023 00:35

Advanced Micro Devices (NASDAQ:AMD), meanwhile, climbed 2% on reports that activist investor Dan Loeb's Third Point had taken a passive stake in the chipmaker.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 03 maja 2023 13:08

(Reuters) -Advanced Micro Devices shares slumped on Tuesday after the chipmaker forecast quarterly sales below estimates due to a weak PC market, overshadowing the company's optimism that the chip market would start to recover in the second half of 2023.

The company also missed analyst estimates for PC and data center chips sales for the first quarter, and its shares fell over 6% in extended trading.

That stood in contrast to rival Intel Corp (NASDAQ:INTC), whose shares rose nearly 3% in extended trading. Intel last week said the PC market would start rebounding in the second half, raising Intel's margins with it.

While analysts had watched AMD grab market share in the data center after Intel delayed ramping up the shipping of its most powerful data center processor chip code, named Sapphire Rapids, for over a year, some said they were seeing AMD now stall.

"I think AMD's days of taking large swaths of share will likely be over, and it will probably see a more aggressive market for data center competing with Intel," said Anshel Sag, analyst at Moor Insights & Strategy. "AMD has great products in data center, but Intel still has a lot of customers who are still using Intel and deep (customer) relationships."

Still, AMD CEO Lisa Su told investors on a conference call that the first quarter was the bottom of the market for the company's PC business and the industry.

"We remain confident in our ability to grow in the second half of the year," she said.

Part of that growth, Su said, will come from a chip called the MI300, which will compete with Nvidia (NASDAQ:NVDA) Corp's flagship chips for artificial intelligence. Su said customer interest in the chip is growing.

"We do believe that we will start ramping revenue in the fourth quarter with cloud AI customers, and then it'll be more meaningful in 2024," Su said. "Success for us is having a significant part of the AI overall opportunity," she added.

Nvidia has the bulk of the AI market, and analysts believe it has a strong hold on its position.

"We believe MI300 will be used primarily on special projects or on a case-by-case basis," said Summit Insights Group analyst Kinngai Chan, adding that the MI300 is likely to be inferior to Nvidia's latest H100 data center chip for large language model applications, such as ChatGPT.

AMD forecast current-quarter revenue of about $5.3 billion, plus or minus $300 million. Analysts polled by Refinitiv were expecting revenue of $5.48 billion.

Revenue in the fiscal first quarter ended April 1 came in at $5.35 billion, compared with estimates of $5.30 billion.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 05 lip 2023 04:45

AMD idzie w ślady Intela. Te procesory mogą być hitem

Nowa generacja procesorów AMD Ryzen 7000 jest dostępna od kilku miesięcy i staje się coraz ciekawszą propozycją dla klientów. Producent nie zamierza jednak na tym poprzestawać i podobno przygotowuje kolejne jednostki.

AMD Ryzen 5 7500F niedługo pojawi się na rynku
Użytkownik harukaze5719 opublikował na Twitterze zdjęcie tajemniczego modelu Ryzen 5 7500F, który jeszcze nie pojawił się na rynku (zdjęcie pochodzi z filmiku, który został już usunięty z sieci).
...
https://www.msn.com/pl-pl/wiadomosci/ot ... 0425&ei=18
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 24 lip 2023 21:14

Obrazek

Citi analysts said in a note Monday that Advanced Micro Devices (NASDAQ:AMD) is "by far the most controversial stock" in the U.S. semiconductor group.

The analysts declared that there are "more subplots than Game of Thrones," with investors lined up on both the positive and negative side of the AMD debate.

"We believe many investors expect a guidance cut, but many bulls expect it not to matter given a sharp ramp in AI revenue in 4Q23 and C24," they wrote, looking ahead to the company's next earnings release.

"We believe the next debate will focus on whether gross margins for AMD’s AI business (MI300) are accretive or dilutive."

AMD shares are up more than 67% in 2023, although it has declined 4.6% in the last week, trading not far below the $111 per share mark.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 04 sie 2023 11:38

Latest Release
Aug 01, 2023

EPS / Forecast
0.58 / 0.57

Revenue / Forecast
5.4B / 5.32B

AMD slips on concerns around AI exuberance
Advanced Micro Devices (NASDAQ:AMD) on Tuesday came in a penny better than consensus on EPS and edged out revenue estimates, while also delivering above-par Q3 guidance.

But shares fell 7% in the next session amid a broader tech selloff amid analyst concerns. Bernstein said it fears estimates "remain too high" amid optimism around AI "and the stock... looks a little stretched to us," according to Reuters.

Oppenheimer was also cautious, writing:

"Difficult to confidently model given lack of design-wins and/or timeline. [Gross margin] expected to improve 130 [basis points] to 51% in 3Q (mix). We remain sidelined as AMD’s AI strategy proves out."

CEO Lisa Su, meanwhile, said the company's artificial intelligence (AI) engagements climbed by more than seven times "as multiple customers initiated or expanded programs supporting future deployments of Instinct accelerators at scale."

The company earned $0.58 per share in the second quarter on $5.4B in revenue vs. Wall Street expectations for $0.57 and $5.32B, respectively, per analysts polled by InvestingPro.

Data Center sales declined 11% year over year to $1.3B, mainly attributed to lower sales of AMD's 3rd Gen EPYC processor, while Client revenue plummeted 54% to $998 million amid a slump in processor shipments due to a weaker PC market and a significant inventory correction across the PC supply chain.

Citi, for its part, upgraded AMD to Buy from Neutral after these results, bumping its price target by $16 to $136 per share.

"We thought AMD’s AI products (MI300) would be margin dilutive and investors would eventually care about the expensive valuation on AMD, and we were wrong on both counts," the analysts said.

Shares partially recovered on Thursday, rising 3.5% to $113.15.
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!

slayer74
Kapitan
Posty: 44305
Rejestracja: 19 lip 2005 13:21
Lokalizacja: West Poland- FZ 1974

Re: Advanced Micro Devices NYSE: AMD procesory, chipsety

Postautor: slayer74 » 17 sie 2023 15:38

AMD szykuje potwora. Tak wydajnego procesora w PC-tach jeszcze nie było

Nowa generacja procesorów AMD Ryzen Threadripper to obiekt marzeń wielu profesjonalistów. Wygląda na to, że niedługo doczekamy się premiery modeli Ryzen Threadripper 7000, które mocno podniosą poprzeczkę w kwestii wydajności.

Procesory AMD Ryzen Threadripper 7000
AMD przygotowuje procesory Ryzen Threadripper Pro 7000WX, które zastąpią obecne jednostki Ryzen Threadripper Pro 5000WX.

[edytuj]

Nowa generacja procesorów będzie bazować na rdzeniach Zen 4 i zaoferuje wsparcie dla 8-kanałowych zestawów pamięci DDR5 RAM. Spodziewamy się sporego wzrostu wydajności, co jednak będzie okupione bardzo wysokim poborem mocy i ilością generowanego ciepła (współczynnik TDP ma wynosić bagatela 350 W). Warto również zaznaczyć, że procesory będą wymagały nowych płyt głównych z podstawką SP6.

W planach na pewno są trzy modele z nowej serii:

AMD Ryzen Threadripper Pro 7995WX
AMD Ryzen Threadripper Pro 7985WX
AMD Ryzen Threadripper Pro 7945WX
[edytuj]

Topowy procesor AMD Ryzen Threadripper 7000
W bazie benchmarka Geekbench 5 pojawiły się wpisy z testami wydajności stacji roboczej HP Z6 G5, która została wyposażona w topowy procesor z nowej serii - AMD Ryzen Threadripper Pro 7995WX. Jednostka została wyposażona 96 rdzeni/192 wątki. Dla porównania, topowy model z obecnej generacji - Ryzen Threadripper Pro 5995WX - oferuje "jedynie" 64 rdzenie/128 wątków (Zen 3).
...
https://www.msn.com/pl-pl/motoryzacja/w ... 6492&ei=12
Pieniądz robi pieniądz a bieda robi jeszcze wiekszą biedę !!!


Wróć do „Zagranica”

REKLAMA

Kto jest online

Użytkownicy przeglądający to forum: Obecnie na forum nie ma żadnego zarejestrowanego użytkownika i 17 gości