News AMD's Q2 2022, yet another quarter of revenue growth

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Markfw

Moderator Emeritus, Elite Member
May 16, 2002
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In other words: Intel are willing to almost give their away chips to prevent AMD getting a critical Marketshare.

Which the reported figures for the last quarter sort of show, with Intel's server margins nosediving.
Thats about all they are worth. How can they possibly compete with even Rome, let alone Milan, and now Genoa.
 
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Tuna-Fish

Golden Member
Mar 4, 2011
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In other words: Intel are willing to almost give their away chips to prevent AMD getting a critical Marketshare.

Might also be availability issues. A company I know just bought a whole bunch of Intel servers, even though Milan would have been clearly superior for their needs. The reason was simply that the promised timeline for delivery of Milan was too far out, and they needed to start replacing systems right away.
 

jpiniero

Lifer
Oct 1, 2010
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Might also be availability issues. A company I know just bought a whole bunch of Intel servers, even though Milan would have been clearly superior for their needs. The reason was simply that the promised timeline for delivery of Milan was too far out, and they needed to start replacing systems right away.

Which is kind of amazing considering that alleged 20% cut in N6/N7.

Speaking of which... I think Mendocino might be a big part of that cut. With Chromebook fever kind of over for the time being, it's going to be a tough sell compared to Intel's Ultra Cheap 14 nm Atoms. And that doesn't even include Garbage Bin Tiger Lake or the ARM competition either.
 

Saylick

Diamond Member
Sep 10, 2012
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Might also be availability issues. A company I know just bought a whole bunch of Intel servers, even though Milan would have been clearly superior for their needs. The reason was simply that the promised timeline for delivery of Milan was too far out, and they needed to start replacing systems right away.
That's unfortunate for everyone involved, except for Intel. What did they purchase? Cascade Lake?
 

Vattila

Senior member
Oct 22, 2004
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Here is a nice graphic overview. AMD should adopt this in their financial presentations!

FdBfAGyakAEU5zZ
 

TheELF

Diamond Member
Dec 22, 2012
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Yup. They are happy to let Intel cater to that segment.

Yes, amd is very happy to let intel make all of the moneys.
AMD doesn't have the volume to make money from low end because they have to give all of their low end stuff to the console makers and are barely getting any money from it, they are not happy about losing that money.
Increasing revenue by not making money doesn't work if you can't outlast your competition.
Even with the last two quarters being bad for intel they are still on the status quo of net income of the super high demand times while AMD already lost about 10% even though they have record quarters.


  • AMD net income for the twelve months ending June 30, 2022 was $3.130B, a 8.91% decline year-over-year.
  • Intel net income for the twelve months ending June 30, 2022 was $19.105B, a 2.96% increase year-over-year.
 
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