Holy smokes! The stock shot up 10% after hours.
Of course it is, but that was planned this way for years.The consoles might be the reason for the guidance, but it still looks good.
So, was the rumor of client Zen3 on 5nm in 2021 still a fantasy? What do you think?Some highlights
- CDNA this quarter.
- 7nm is tight.
- Console will ramp mainly in Q3 and slower towards the end of H2.
- Zen3/RDNA2 will ramp in Q4.
- Rome will continue through the next year.
- RDNA2 will be top to bottom refresh of the stack.
- 1.5 Billion USD in inventory to support launches in next quarters.
It is very unlikely. Maybe a refresh in H2 21?So, was the rumor of client Zen3 on 5nm in 2021 still a fantasy? What do you think?
Everyone wants a piece of TSMC's 7nm node, including Intel, but at the same time, I don't fault Dr. Su and AMD for ordering a conservative number of wafers from TSMC. Better to forecast a conservative number of wafers needed to fulfill demand than to risk over-ordering and ending up with a surplus/inventory stockpile that they end up writing off. It does end up putting a choker on their growth if demand exceeds their expectations but better to be in that predicament than to overestimate demand in my opinion.Listening the call, seems AMD is VERY capacity limited
Listening the call, seems AMD is VERY capacity limited
By themselves no, so far the only group that is willing to invest is KIC/Samsung/Hynix.Is there any chance GloFo could upgrade some of their fabs and license 7nm?
Do to the drainage of customers from 14LPP/14HP/12LP/12LP+, GloFo is re-establishing their 28BLK -> 22FDX -> 12FDX roadmap.I'm also curious, does anybody know what sort of new products they are fabbing in big volumes?
Ummm.... it is overbooked already.Woot woot! All aboard the AMD hype train!
Seriously though it's amazing what just a few days did to INTC and AMD. Wonder how high it can go if they keep executing.
Everyone wants a piece of TSMC's 7nm node, including Intel, but at the same time, I don't fault Dr. Su and AMD for ordering a conservative number of wafers from TSMC. Better to forecast a conservative number of wafers needed to fulfill demand than to risk over-ordering and ending up with a surplus/inventory stockpile that they end up writing off. It does end up putting a choker on their growth if demand exceeds their expectations but better to be in that predicament than to overestimate demand in my opinion.
Is there any chance GloFo could upgrade some of their fabs and license 7nm?
I'm also curious, does anybody know what sort of new products they are fabbing in big volumes?
Ummm.... it is overbooked already.
@ksec
I would be surprised if anyone let GF back into the foundry game. Would be funny if it happened twice though. Samsung already bailed out GF once with 14LPP.
Otherwise:
I'm a little concerned about AMD coming out and stating that they'll continue Rome deliveries. I know hardware qualification is a lengthy process, but pushing customers onto Milan should be top priority. Very interested in what CDNA brings to the table. I fear us plebs may not get much data on it though.
Isn't CDNA just a rebranded Vega? ( Or at least that was what I thought ). Is it something entirely new?
I'm a little concerned about AMD coming out and stating that they'll continue Rome deliveries. I know hardware qualification is a lengthy process, but pushing customers onto Milan should be top priority. Very interested in what CDNA brings to the table. I fear us plebs may not get much data on it though.
You CANNOT push customers onto using (and therefore requalifiying) a new mission critical CPU. You'll only end up with them going back to Intel for dependable, predictable supply. Enticement is the name of the game, a carrot and stick approach does not work, only the carrot.