On January 30th, in its quarterly earnings call, AMD announced that it expected to sell $3.5bn-worth of MI300s this year. It also reported strong revenues of $23bn in 2023, four times what they had been in 2014, when Ms Su became chief executive. Its market value is up 100-fold on...
AMD's revenue share of the x86 server market reached 33%, up 5.2% year-over-year and 1.2% from the previous quarter. This signals that the company is gaining traction in expensive machines with advanced CPUs. Keeping in mind that for now Intel does not have direct rivals for AMD's 96-...
possibly in part because Intel was distracted by its own problems (notably repeated manufacturing slip-ups as it moved to ever tinier transistors). In the past ten years AMD’s market share in lucrative server CPUs has gone from nothing to 30%, breaking ...
In the past ten years AMD’s market share in lucrative server CPUs has gone from nothing to 30%, breaking Intel’s monopoly. 2017年 AMD 推出了第一批这样的组合芯片,它们比英特尔的竞品速度更快、成本更低——一定程度上可能也是因为英特尔被自己的问题分散了精力(尤其是在转向更小的晶体管时一再出现...
TLDR, for intel to be taking share from AMD faster than AMD is losing it, you would expect intel to have less than 50% MSS which is just a number that I don't buy. It's strange that this news release didn't spell out what exactly the market share AMD an...
On a non-GAAP(*) basis, gross margin was 51%, operating income was $1.3 billion, net income was $1.1 billion and diluted earnings per share was $0.70.“We delivered strong revenue and earnings growth driven by demand for our Ryzen 7000 series PC processors and record server processor ...
Opteron, however, was unable to keep up with Intel's Xeon advancements and as a result, Intel's server share continued to grow, leading to Intel's total dominance in the server market. It shows that AMD has managed to catch up a significant chunk of the server market share with their ...
AMD Expands Alveo Portfolio with Launch of World's Fastest Electronic Trading Accelerator in Slim Form Factor for Broad, Cost-Effective Server Deployments Stock Snapshot View Detailed Stock Info Nasdaq: AMD May 16, 2025 3:59 PM ET $ in USD ...
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I think we feel very good about the Data Center business. It continues to be a strong growth driver for us as we think about 2024 for both server as well as our MI300 clients as well, we think incrementally improves from a market standpoint as well as we believe we can gain share, ...