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

[Hans de Vries]

https://d1io3yog0oux5.cloudfront.net/_a051691c8bc164a5b184163c88b3648d/amd/db/778/6877/file/AMD+Q2%2722+Earnings+Slides_8.2.22.pdf

 

[Hitman928]

AMD s marketshare for Q2 2022.

The marketshare number for servers seems somewhat dubbious since AMD s sales, in value, for this segment amounted to roughly 30% of Intel s...

CPU-Marktanteile: AMD gewinnt gegenüber Intel weiter an Boden

Die Quartalsberichte der Unternehmen ließen es bereits erahnen, nun folgt die Bestätigung: AMD knabbert weiter Intels Marktanteile ab.

www.computerbase.de

I believe the discrepancy comes because Mercury Research has no data for sales that happen direct from AMD. This would include hyperscalers, like Amazon and Microsoft, which is a market AMD currently has a much stronger presence in than classic enterprise sales.

 

[KompuKare]

AMD s marketshare for Q2 2022.

The marketshare number for servers seems somewhat dubbious since AMD s sales, in value, for this segment amounted to roughly 30% of Intel s...

CPU-Marktanteile: AMD gewinnt gegenüber Intel weiter an Boden

Die Quartalsberichte der Unternehmen ließen es bereits erahnen, nun folgt die Bestätigung: AMD knabbert weiter Intels Marktanteile ab.

www.computerbase.de

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.

 

[Markfw]

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.

 

[Saylick]

https://twitter.com/x/status/1559796942963712000

Allegedly a new super computer.

 

[Tuna-Fish]

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]

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.

 

[Joe NYC]

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

Assuming it is true, it is not cut (or increase in case of N5) in absolute terms, it is compared to previous plan. Q3 will still be higher than Q2, Q4 will still be higher than Q3.

 

[igor_kavinski]

And that doesn't even include Garbage Bin Tiger Lake

That's harsh. Bad experience? I've used TGL laptops. They are not bad in performance. Don't usually need to use the battery though.

 

[jpiniero]

That's harsh. Bad experience? I've used TGL laptops. They are not bad in performance. Don't usually need to use the battery though.

Nah, what I mean is that I suspect Intel takes the worst of the worst of say the 1115G4, and offers it for an extra discount.

 

[Saylick]

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]

Here is a nice graphic overview. AMD should adopt this in their financial presentations!

 

[Markfw]

Here is a nice graphic overview. AMD should adopt this in their financial presentations!

WOW, even I understand that (not a financial man)