| To: Frank Sully who wrote (43270) | 10/25/2021 3:02:20 PM | | From: Joe NYC | | | | Teaser from Digitimes:
AMD to adopt TSMC SoIC in HPC chips
Julian Ho, Taipei; Jessie Shen, DIGITIMESMonday 25 October 20210
TSMC's newly-developed system-on-integrated-chips (SoIC) technology will be first adopted for AMD's multiple high-performance computing (HPC) chip series, according to industry sources. |
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| To: Frank Sully who wrote (43270) | 10/25/2021 3:23:59 PM | | From: Joe NYC | | | | That's a nice bullish case. The author seems to be familiar with lot of the details.
I wonder how the Supercomputer installations get recorder. I was thinking mostly in Q4 but we may get some benefit this Q.
I think this revenue will be quite profitable, because R+D expenses for them have likely already been absorbed. |
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| To: fastpathguru who wrote (43268) | 10/25/2021 3:53:58 PM | | From: Joe NYC | | | | | But unlike last time, AMD was at this height, Xilinx is some $20-25 higher. That was a great (but short) window to get into XLNX. |
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| To: rzborusa who wrote (43266) | 10/25/2021 4:21:13 PM | | From: Vattila | | | | AMD 2021-Q3 EPS Contest (non-GAAP)
| User | EPS | Revenue | Q4 Outlook | | gvatty | $0.69 | $4.42B | $4.75B | | Joe NYC | $0.72 | $4.31B | $4.70B | | Kelvin C.P. Wang | $0.75 | $4.40B | $4.70B | | rzborusa | $0.76 | $4.44B | $4.60B | | Vattila | $0.75 | $4.20B | $4.50B | | Zacks Estimate | $0.66 | $4.12B | $4.25B |
PS. Updated with Kelvin and Rzborusa's entries. All nicely optimistic, with one day to go!
Post your numbers to participate.
Background Information
AMD's Q3 outlook: $4.10B ± 0.10B revenue
Analyst consensus/whisper: $0.67/$0.71 EPS
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Previous Quarters 2021
AMD 2021-Q2 EPS Contest (non-GAAP) — Results
Actual numbers: $0.63 EPS on $3.85B revenue
Q3 outlook: $4.10B ± 0.10B revenue
| Rank | User | EPS | Revenue | Q3 Outlook | | 1 | rzborusa | $0.63 | $3.92B | $4.16B | | 2 | gvatty | $0.62 | $3.78B | $4.15B | | 3 | Pravin Kamdar | $0.62 | $3.72B | $3.92B | | 4 | Joe NYC | $0.61 | $3.86B | $4.25B | | 5 | Kelvin C.P. Wang | $0.65 | $3.90B | $4.30B | | 6 | neolib | $0.60 | $3.74B | $3.95B | | 7 | Vattila | $0.60 | $3.70B | $3.90B | | - | Zacks Estimate | $0.54 | $3.62B | $3.78B
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AMD 2021-Q1 EPS Contest (non-GAAP) — Results
Actual numbers: $0.52 EPS on $3.45B revenue
Q2 outlook: $3.60B ± 0.10B revenue
| Rank | User | EPS | Revenue | Q2 Outlook | | 1 | rzborusa | $0.52 | $3.33B | $3.43B | | 2 | gvatty | $0.51 | $3.35B | $3.50B | | 3 | Joe NYC | $0.54 | $3.35B | $3.45B | | 4 | Vattila | $0.50 | $3.30B | $3.40B | | 5 | engineer | $0.50 | $3.28B | $3.51B | | 6 | Kelvin C.P. Wang | $0.55 | $3.40B | $3.60B | | 7 | neolib | $0.56 | $3.40B | $3.47B | | 8 | Pravin Kamdar | $0.48 | $3.25B | $3.55B | | - | Zacks Estimate | $0.44 | $3.21B | $3.28B
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| To: Joe NYC who wrote (43279) | 10/26/2021 10:56:37 AM | | From: neolib | | | | | I wonder if Lisa is going to get asked about the Xilinx deal in the CC today. AMD has said all along they expect to close before the end of this year. There are now only 2 months left, they should have a reasonable idea if its going to close within the year or not. If they say things are looking positive but they kick the date further out into 2022, then that could be a major downdraft on the stock tomorrow morning, independent of how good the numbers are. |
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