For the third quarter of 2023, AMD expects revenue to be approximately $5.7 billion, plus or minus $300 million, and expects non-GAAP gross margin to be approximately 51%.
Oh, MI300X does very very very very very bad things to H100.if their AI chip is any kind of competitor to H100
No, it takes time to qualify brand new shiny something platforms.H2 should show reasonable numbers as NVIDIA has supposedly sold out of all their chips for the year.
Client side down big still but recovered significantly from Q1. Seems that AMD was willing to sacrifice market share on the client side to Intel in order to maintain margins. GPUs also hurting AMD in the gaming sector. Semi-custom (consoles and handhelds) grew 4% Y/Y.
Sapphire rapids and raptor lake gave intel a nice boostFor people like me that are interested in comparing QoQ revenue.
Intel Q1 CCG: 5.80B
Intel Q2 CCG: 6.80B +17%
AMD Q1 Client: 739M
AMD Q2 Client: 998M +35%
Intel Q1 DCAI: 3.7B
Intel Q2 DCAI: 4.0B + 8%
AMD Q1 DC: 1295M
AMD Q2 DC: 1321M +2%
Client growing in this last quarter is awesome news. AMD's price cuts across the range seem to have helped. realistically amd could not have kept their launch prices up when their processors are neck in neck with the other team's but that should change in the future with the good rumors about amd's next gen hardware. either way i think both brands need a serious sit down with their financial teams and address prices and maybe reel in their msrp's because brother in this economy no one is spending that kind of money on a computer when it isn't good food, good drink or something you can wear, maybe if you were a weirdo and made a dress shirt out of a motherboard layer. the 700-1000 class processors need to deliver more in the ways of cores or feature sets for people to get them spending on those kinds of pricy hardware.For an at-a-glance overview, here are my charts. Notably, although Embedded was slightly down, its operating margin increased, now dominating AMD's operating profits even more. Over the next few quarters this will start to even out, apparently, with growth and margins returning in Client and Data Centre. AI growth will arrive in full force in Q4.
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Source spreadsheet is available at my OneDrive.
Nothing that I saw. Seems they are going hard into the AI craze as it is an exploding market. TR is quite small potatoes in their range of products. I’m sure they will still be bringing them to market, but it is definitely one of their lower priority products now.