News AMD Financial Analyst Day (11/11/2025)

[eek2121]

On server roadmap, Zen 6 is entirely contained in 2026, which should imply desktop launce as well in the same timeframe.

One slide indicates Medusa is 2027.

 

[Joe NYC]

One slide indicates Medusa is 2027.

That looked kind of bad but:
- AMD had the 2026 slot occupied with Gorgon Point
- Medusa will have a number of variants launching in a span of a year or more

So hopefully, the first Medusa will make its way to market in 2026.

Next AMD presentation will be Lisa at CES, which is client oriented. Hopefully, we will get more client centric info from that event. Less than 2 months from now.

Lisa likes to demo upcoming stuff, so hopefully will demo Zen 6 desktop.

 

[mikegg]

AMD got from ~14% to 28% in ~3 years (from recent lows). So over 40% is not even another doubling, just +50% and AMD is giving itself 3-5 years.

How do they define client revenue?

 

[Kepler_L2]

That looked kind of bad but:
- AMD had the 2026 slot occupied with Gorgon Point
- Medusa will have a number of variants launching in a span of a year or more

So hopefully, the first Medusa will make its way to market in 2026.

Next AMD presentation will be Lisa at CES, which is client oriented. Hopefully, we will get more client centric info from that event. Less than 2 months from now.

Lisa likes to demo upcoming stuff, so hopefully will demo Zen 6 desktop.

Medusa is CES 2027, Desktop should be Q3/Q4 2026

 

[Joe NYC]

How do they define client revenue?

For AMD, it is Client CPU (not including gaming GPU and consoles)
For Intel, it is Client (CGS) - NEX (which you have to work out yourself).

 

[Philste]

Desktop should be Q3/Q4 2026

I would guess Q4: Hardwareluxx wrote that AMD shortly mentioned Olympic Ridge as "2H26 Production". We can usually add 3 months from production to on shelf so i would guess 2nd half of October or 1st half of November.

 

[jpiniero]

No mention of LPDDR6 or ARM APUs?! I'm shocked, shocked I tell you

And waste precious breaths not talking about how great they are at AI?

 

[soresu]

That looked kind of bad but:
- AMD had the 2026 slot occupied with Gorgon Point
- Medusa will have a number of variants launching in a span of a year or more

So hopefully, the first Medusa will make its way to market in 2026.

Next AMD presentation will be Lisa at CES, which is client oriented. Hopefully, we will get more client centric info from that event. Less than 2 months from now.

Lisa likes to demo upcoming stuff, so hopefully will demo Zen 6 desktop.

Isn't there a Strix or Kraken refresh next year with Zen5 shrink?

 

[mikegg]

For AMD, it is Client CPU (not including gaming GPU and consoles)
For Intel, it is Client (CGS) - NEX (which you have to work out yourself).

Client CPU = x86 desktops and laptop CPUs?

 

[Joe NYC]

Isn't there a Strix or Kraken refresh next year with Zen5 shrink?

Gorgon Point is either:
- so secret that no information about it escaped AMD's highly secure vaults
- it's so meh it's not even worth talking about

I doubt it is going to be a shrink, such as to N3 node. If it was, that would be newsworthy.

 

[Joe NYC]

Client CPU = x86 desktops and laptop CPUs?

It is the $2.8 billion figure, which is x86 desktop and laptop CPUs

 

[dangerman1337]

Medusa is CES 2027, Desktop should be Q3/Q4 2026

Curious, what is your timeframe for Zen 7 Desktop? Computex 2028? Later? Will they start having X3D SKUs (since they sell like the best) day 1 rather than pushing them for both Zen 6 & 7?

 

[msj10]

Curious, what is your timeframe for Zen 7 Desktop? Computex 2028? Later? Will they start having X3D SKUs (since they sell like the best) day 1 rather than pushing them for both Zen 6 & 7?

tsmc A14 means it's very late 2028 at best. could be 2029 even.

 

[inquiss]

Curious, what is your timeframe for Zen 7 Desktop? Computex 2028? Later? Will they start having X3D SKUs (since they sell like the best) day 1 rather than pushing them for both Zen 6 & 7?

To get them day one you have to not launch the standard versions when they are ready. That's dumb

 

[inquiss]

tsmc A14 means it's very late 2028 at best. could be 2029 even.

They launch when the node is ready I guess. They're going bleeding edge now

 

[Kepler_L2]

Curious, what is your timeframe for Zen 7 Desktop? Computex 2028? Later? Will they start having X3D SKUs (since they sell like the best) day 1 rather than pushing them for both Zen 6 & 7?

Ask TSMC

 

[DrMrLordX]

Ask TSMC

According to data posted by @regen1 in the Zen6 speculation thread, could be 2028 for non-BSPDN variants of A14.

 

[maddie]

I'm bravely fighting the temptation to make inappropriate commentary 😂🤣

Remember the strategy of high priests, arcane speech. Very useful for class stratification.

 

[MrMPFR]

Medusa is CES 2027, Desktop should be Q3/Q4 2026

Interesting. Both earlier than I would have expected.

Sorry if this has already been answered but do we know if any pre-GFX13 graphics IP carry over to the N3 based client and gaming products?
For example is Medusa products exclusively GFX13 or a mix and what about the iGPU in the Zen 6 IOD?

 

[adroc_thurston]

Sorry if this has already been answered but do we know if any pre-GFX13 graphics IP carry over to the N3 based client and gaming products?

Yea

For example is Medusa products exclusively GFX13 or a mix and what about the iGPU in the Zen 6 IOD?

They're almost exclusively gfx1150.
13 is reserved for the fancypants stuff.

 

[Kepler_L2]

Interesting. Both earlier than I would have expected.

Sorry if this has already been answered but do we know if any pre-GFX13 graphics IP carry over to the N3 based client and gaming products?
For example is Medusa products exclusively GFX13 or a mix and what about the iGPU in the Zen 6 IOD?

Only Medusa Halo and Premium with AT3/4 GMD have gfx13, everything else is a slightly upgraded gfx11.5

 

[dangerman1337]

Only Medusa Halo and Premium with AT3/4 GMD have gfx13, everything else is a slightly upgraded gfx11.5

Do you think they'll do a Hawk/Gorgon Point style referesh with RDNA 5 IP?

 

[adroc_thurston]

Do you think they'll do a Hawk/Gorgon Point style referesh with RDNA 5 IP?

God no.
Lol.
They rechopped their roadmaps explicitly to *not* do that.

 

[jpiniero]

If they are going to do anything, it's MOAR AI

 

[MrMPFR]

Redundant and bad wording.
See @soresu's next post instead.