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Technology Stocks : AMD, ARMH, INTC, NVDA
AMD 116.45+3.9%Oct 18 3:59 PM EDT

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To: Vattila who wrote (41729)8/1/2021 7:11:25 AM
From: VattilaRead Replies (1) of 43205
 
Ingebor has just released his latest numbers from MindFactory.

July was another modest month at MindFactory, with slight share loss for AMD, in the lower-end unit sales, mostly. Revenue share is holding up well, though. Noteworthy, 68% of AMD's unit sales is on the latest generation ("Vermeer"), while Intel's latest generation ("Rocket Lake") only constitutes 34% of their unit sales. There is now a remarkable reversion of market position, with AMD dominating in the high end, and Intel picking up the low end. This is reflected in the ASP, with a cross-over in AMD's favour since November, around the launch of "Vermeer".

Looking at the local peak in May, it appears there since is unsatisfied demand for AMD's top SKU, the 5950X, but I haven't looked at its availability closely. Perhaps all the pent up demand was satisfied in May. If not, and availability indeed is low, I guess AMD is prioritising the server market with the top-binning 8-core CCDs. Anyway, if AMD could get back to May unit numbers for the top SKUs, they could easily double current revenue at MindFactory.









Mindfactory Report July 2021 - Imgur
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