SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

   Technology StocksAMD, ARMH, INTC, NVDA


Previous 10 Next 10 
From: Vattila7/31/2021 7:21:33 PM
of 43273
 
Awesome ramp:

"The PlayStation 5 is Sony Interactive Entertainment's fastest selling console in its history. The console has racked up 10 million units sold, even faster than the PS4 managed to do so. Moreover, to hit this level of achievement producers/sellers/buyers have had to face speed bumps like semiconductor shortages, pandemic supply line issues, and the plague of retail scalpers."

hexus.net

Hopefully Sony is pretty pleased with the service they are getting from AMD semi-custom.

PS. Xbox is also doing well. From the same article:

"In its results on Tuesday, [Microsoft] claimed that the Xbox Series X/S had been its fastest selling console series to date, but we simply don't have official stats to look at and compare with Sony's. However, games industry analyst Daniel Ahmad, from Niko Partners, has provided some useful Xbox sales insight. According to the stats Ahmad has access to, "the Xbox Series X/S total sell in was 6.5m as of June 30, 2021"."

Share KeepReplyMark as Last ReadRead Replies (1)


To: Vattila who wrote (42303)7/31/2021 11:26:28 PM
From: Joe NYC
of 43273
 
HPC market is forecasted to have a 20% + CAGR for next 4 years to 2025

Intersect360 Report: HPC Market Rebounding and on Track to Reach $60B in 2025 (hpcwire.com)

HPC cloud segment to grow 78% I guess that's what Microsoft is after with Azure from the article posted here earlier.


Share KeepReplyMark as Last ReadRead Replies (1)


To: Joe NYC who wrote (42304)8/1/2021 4:18:18 AM
From: Vattila
of 43273
 
> 20% + CAGR [for HPC] for next 4 years to 2025

Wouldn't you know it — 20% CAGR is exactly AMD's financial model for long-term revenue growth, and coincidentally around the annual revenue growth Xilinx achieved on their own last quarter. With the current demand and momentum, I bet they will outperform that by a mile for the next couple of years, at least until the competition gets harder, out around 2023 maybe, if Intel product designers do a good job and is able to take advantage of leading edge process, or ARM server and client PC products see rapid acceptance. Then, hopefully, AMD+Xilinx will still remain competitive enough to grow with the industry, at that 20% CAGR number, perhaps.

That seems a pretty modest and realistic expectation as things look today.

But, perhaps AI keeps growing exponentially, which if AMD+Xilinx gets a nice foothold — a reasonable expectation, I think, judging by current super-computer wins and software drive towards open non-proprietary standards — may mean sustained growth for years to come, well beyond their current financial model.

Then 3-5 years down the line, we'll be gearing up for the next console cycle, in which the AMD semi-custom division, based on past successes, is guaranteed to play a central role, if not continue to dominate. At that point, mainstream adoption of raytracing and virtual reality may drive demand for much higher processing performance and efficiency. With the industry's push towards high framerate gaming monitors, driven by PCs and consoles with ultra low input latency, there is little chance that cloud gaming will eradicate gaming devices. However, casual gaming in the cloud may grow the gaming space as a whole.

At that point AMD+Xilinx should play a big role as a key player in the cloud infrastructure for all things HPC, from the central server cabinets to all the devices at the edge, processing ever more data.

Then there is the great opportunity to partake in the electrification of the automobile, as well as in the infrastructure for the clean power industry (design, simulation, control systems, etc.). And there is the management of the effects of climate change (research, monitoring and mitigation). And then there is automation and robotics on the rise.

So many opportunities for high-performance computing going forward, it is mind-boggling.

Share KeepReplyMark as Last ReadRead Replies (1)


To: Vattila who wrote (41729)8/1/2021 7:11:25 AM
From: Vattila
of 43273
 
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

Share KeepReplyMark as Last ReadRead Replies (1)


From: gvatty8/1/2021 8:56:36 AM
of 43273
 
The end of an era at Intel. www-tomshardware-com.cdn.ampproject.org

Share KeepReplyMark as Last Read


To: Vattila who wrote (42305)8/1/2021 9:20:18 AM
From: Joe NYC
of 43273
 
It could be that the reason Lisa is confident AMD can meet its goals independent of how well the client PCs perform is because she may have enough visibility and maybe even firm orders from the cloud players.

In the near term, we just need more winds for CDNA2, so that AMD starts challenging NVDA more seriously in this area.

That UK Met office win was nice, but it would have been 10x nicer if it involved AMD Instinct.

Xilinx will be the wild card for AMD...

Share KeepReplyMark as Last Read


To: Vattila who wrote (42306)8/1/2021 1:58:33 PM
From: neolib
of 43273
 
Looking at that I'd say its a pretty clear graph of how CV19 drove demand last year, but is now very much tapering off.

Share KeepReplyMark as Last ReadRead Replies (2)


From: neolib8/1/2021 9:53:21 PM
of 43273
 
Here is a neat sequence of photos showing how stacked nano-sheet transistors are patterned. I had wondered how this was done, and its the obvious way I guess, they start with an epitaxy stack of the layers across the entire chip, which will be nice an planar, and then etch down into it to isolate the needed gates:

from here:

semiengineering.com


Share KeepReplyMark as Last Read


To: neolib who wrote (42309)8/2/2021 10:52:59 AM
From: rzborusa
of 43273
 
Yep, moratorium on evictions plus stimulus checks put money in the hands of people that needed a cheap laptop or game box to work/play from home. It the later, they probably got better value.

Share KeepReplyMark as Last Read


From: Vattila8/2/2021 10:54:20 AM
of 43273
 
Here is Hot Chips' program later this month. Lots of cool stuff, including AI, packaging and processor cores:

2:30PM-3:30PMTechnology Provider: Intel packaging technologies for chiplets and 3DRavi Mahajan and Sandeep Sane, Intel
3:30PM-4:30PMTechnology Provider: TSMC packaging technologies for chiplets and 3DDoug Yu, TSMC
4:30PM-4:45PMBreak (15 minutes)
4:45PM-5:30PMCase Study: Intel products built with 2.5D and 3D packagingRavi Mahajan and Sandeep Sane, Intel
5:30PM-6:15PMCase Study: AMD products built with 3D packagingRaja Swaminathan, AMD


9:00AM-11:00AMCPUs
Intel Alder Lake CPU ArchitecturesEfraim Rotem, Intel
AMD Next Generation “Zen 3” CoreMark Evers, AMD
The >5GHz next generation IBM Z processor chipChristian Jacobi, IBM
Next-Gen Intel Xeon CPU - Sapphire RapidsArijit Biswas and Sailesh Kottapalli, Intel


hotchips.org

Share KeepReplyMark as Last Read
Previous 10 Next 10