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Technology Stocks AMD, ARMH, INTC, NVDA

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To: neolib who wrote (43314)	10/26/2021 5:26:47 PM
From: neolib	of 50212

Server biz in China? In cloud didn't see anything particular about China. Xilinx by the end of year. What milestones and hurdles for end of year? Through majority of regulator issues. Didn't say much more.

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To: neolib who wrote (43315)	10/26/2021 5:31:07 PM
From: neolib	of 50212

Outlook for 2022. Overgrowing in last few years, is there deceleration coming? Qualitative comments on 2022? See positive demand environment, both market plus AMD specific. Data center, graphics, console to be up in 2022. On PC side, end user demand looks strong, are some supply constraints for 1H. PC market may be flattish, but AMD might take share. Questions on GMs into 2022, risks or headwinds? Expect to continue making progress. I assume that means GMs expected to climb?

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To: neolib who wrote (43316)	10/26/2021 5:33:36 PM
From: neolib	of 50212

Stacy asking for numbers on datacenter GPU! Good for him! Q3 had Frontier, but still relatively small biz, Q4, will be down QoQ, lumpy biz. Won't give numbers.

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To: neolib who wrote (43317)	10/26/2021 5:34:10 PM
From: neolib	of 50212

Expectations now for Q4 are higher for server than they were 3 months ago.

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To: neolib who wrote (43318)	10/26/2021 5:35:36 PM
From: neolib	of 50212

Graphics and crypto. Q3 was strong in gaming and data center, crypto thinks is negligible in Q3, AMD has tried to keep the GPU supply headed to gaming. Q4 thinks gaming will be strong.

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To: neolib who wrote (43319)	10/26/2021 5:38:25 PM
From: neolib	of 50212

2022 semicustom. 2021 was 2nd year of ramp, demand exceeded supply, for 2022, remember year 4 is the peak, so 2022 expected to show growth as the 3rd year. supply chain? If AMD had more supply, they could ship more, but investing in capacity, will see the results in 2022, will continue to cash additional capacity.

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To: neolib who wrote (43320)	10/26/2021 5:42:22 PM
From: neolib	of 50212

Was supply issues more on the client or data center side? Will better supply have pricing issues relative to Intel? PC side not so much CPUs but other components. On 2022 Lisa seems to be pointing to higher mix rather than price competition as the path to take. Sequential operating margins? Investments and go to market expenses.

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To: neolib who wrote (43321)	10/26/2021 5:45:16 PM
From: neolib	of 50212

Supply constraints and seasonality going into 2022? Normally Q1 down from Q4, but too early to say much. Hypers and ARM based designs. Opportunity or threat and AMD and custom? AMD views this as opportunity. IP portfolio is strong and AMD is working closely with hypers for their vision of solutions, CPU, GPU, Xilinx, etc, see this as an trend.

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To: neolib who wrote (43322)	10/26/2021 5:49:19 PM
From: neolib	of 50212

Wants to see split on C&G? Lisa thinks opportunities in a flattish PC market for both CPU/APU and graphics. OpEx for 2022. Will invest for growth as needed.

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To: neolib who wrote (43323)	10/26/2021 5:52:12 PM
From: neolib	of 50212

Software efforts? Data center GPU side continue to invest, more in Nov on that. Using Frontier as leverage. Xilinx will bring software talent. Server share, 12.5-13% for Q4? 2022 AMD will be a share gainer. Should continue with Zen4.

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