News AMD Posts All-Time High $3.85 Billion in Quarterly Sales

waltc3

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Aug 4, 2019
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Lisa Su and Papermaster at the top directing things, while thousands of dedicated AMD engineers and employees make it all happen! Good for AMD. AMD is a company honed in the fires of stiff competition while Intel is a traditional monopolist in terms of the difference between the two companies internally. That's exactly why AMD can run rungs around Intel with a scant fraction of the resources.
 
Reactions: JoBalz
What AMD needs to NOT do right now is get greedy or complacent!

Release some more advanced streaming functions for their GPUs. Throw some of this extra money into improving FidelityFX so that's it competes with DLSS across the spectrum (performance gain and quality).
Unreal Engine 5's move towards 'lumens' instead of traditional RTX hardware is a nice gift to AMD but AMD still need LOTS of work in the RT arena to compete with NVIDIA RTX.

Keep prices low and savagely improve on where AMD is lacking compared to NVIDIA - that's what AMD needs to do!
 
Reactions: JoBalz
Well done AMD. They seemed to have played a brilliant long game. They seem to have had a strategy 5+ years ago and instead of looking for a quick fix have invested in a longer term solution. I wish other companies had such vision and commitment to their strategies. It seem like a lot of companies change their long term strategy every few years for quick wins which doesn’t build a strong foundation.
 
Reactions: JoBalz

JoBalz

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Sep 1, 2014
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Bask in the good news tonight, then tomorrow hit the floor running. Intel may be behind at the moment, but they've come from behind in the past. Plow a significant portion of those new earnings back into R&D. Zen 4 needs to be able to run rings around whatever Intel releases in the next year.
 
Well done AMD. They seemed to have played a brilliant long game. They seem to have had a strategy 5+ years ago and instead of looking for a quick fix have invested in a longer term solution. I wish other companies had such vision and commitment to their strategies. It seem like a lot of companies change their long term strategy every few years for quick wins which doesn’t build a strong foundation.
It's not like AMD has any choice in that, they don't have the money nor the people nor the facilities to change anything, they have to choose a design and roll with it until its conclusion, sometimes they have good luck and they get athlon64 or zen other times we get 5 years of FX-hell where AMD just can't do anything about it because they lack everything they would need to change things.
 

musapablo

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But now the they are getting everything that they need to chamge everything. EPYC customers are long term commitment customers due to the nature of their need for stability, i.e. they don't switch architectures just like that, e.g. like change direction/speed like with a cruiser, but they switch very slowly like an aircraft carrier.
 
But now the they are getting everything that they need to chamge everything. EPYC customers are long term commitment customers due to the nature of their need for stability, i.e. they don't switch architectures just like that, e.g. like change direction/speed like with a cruiser, but they switch very slowly like an aircraft carrier.
They are getting everything they need...from 3rd parties.
At a very reduced amount compared to what they could be selling at least now during the time of very high demand.

Customers that want EPYC also want steadiness as you yourself said, those that only need something for now are getting EPYC those that want to upgrade in the future and want to stay with AMD are looking very very carefully on if AMD will be able to keep buying all the supplies that they need.
Even just lately when intel bought a small batch of wafers from tsmc there was already a lot of concern if that would mean less wafers for AMD.
 
What AMD needs to NOT do right now is get greedy or complacent!

Release some more advanced streaming functions for their GPUs. Throw some of this extra money into improving FidelityFX so that's it competes with DLSS across the spectrum (performance gain and quality).
Unreal Engine 5's move towards 'lumens' instead of traditional RTX hardware is a nice gift to AMD but AMD still need LOTS of work in the RT arena to compete with NVIDIA RTX.

Keep prices low and savagely improve on where AMD is lacking compared to NVIDIA - that's what AMD needs to do!
Keep price low? That's only customer wishful thinking. Looking at AMD current share price now they need to make share holders happy. They need to prove that the investor are doing the right thing putting money on the company to bring them even greater return in the future.
 

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