AMD Earnings Report, Q4 FY 2018: Closing On A Profitable 2018

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• vanilla_gorilla - Wednesday, January 30, 2019 - link

  Same, for my use case Ryzen was clearly a better solution for me (linux desktop, lots of multithreaded compiling and video encoding) and it means I get to support a company that is forcing Intel to actually compete. Win/win. Even if you do not like AMD products and are an Intel customer you should be happy that your prices are lower and your products better because AMD exists.

• azazel1024 - Friday, February 1, 2019 - link

  Me too. Or it will be. I plan to upgrade once Zen 2 is out this year. A top end Ryzen should hit the spot nicely if Zen 2 lives up to rumors (heck, a top end Ryzen would be a great upgrade from my i5-3570 I have right now). I am in a windows environment, but I do a boat load of video transcoding and image manipulation that is heavily multithreaded. My gaming demands are light (I have a GTX750...and I don't generally find it holding me back. So now you have some idea of my gaming needs. That will probably get upgraded as well just because I will also likely move to a 1440p monitor, but I don't need all the dials turned to max at 1440p).
  
  Lower price, great performance and supporting a competitor to Intel is just the ticket. Heck, my server is likely to get upgraded to an Athlon soon due to the reasonable amount lower cost AND power consumption compared to the current Intel Pentium (I am running a G1610 right now. It is mostly file serving and download box, but I do do some other things, like MKV to MP4 muxing, encrypt/decryption and a handful of other reasonably heavy compute tasks, even if they aren't long running. Shaving a minute off a 2 minute task isn't exactly shabby).

• zodiacfml - Wednesday, January 30, 2019 - link

  They got 2019 for themselves. They got to milk it till Intel and Nvidia starts doing something next year

• Targon - Monday, February 4, 2019 - link

  AMD isn't Intel, so won't "milk it". AMD will be going full speed ahead with development, but not just to make each individual component faster, but to work on the overall system to make it faster and more responsive.
  
  Things like Gen-Z, and the ability to put HBM2 memory on the motherboard for video cards to use(compared to DDR4 or DDR5), and even to move away from needing direct point to point connections from the CPU to different system components due to the way Gen-Z works would be a game changer, much the way that the chiplet approach is leading Intel in that direction.

• Bill The Cat - Thursday, January 31, 2019 - link

  When the money people were talking about AMD going bankrupt a couple of years ago seeing how they have come back is great. We have a place that is making very good cpu's at a reasonable price where before Intel was charging a lot for them. And at least now AMD will have more money to invest in CPU and GPU R&D so I think we will be seeing better GPU's out of the them and hope they can give us a good Video card as a reasonable price as well, as Nvidia isn't being reasonable with their prices.
  Good going AMD, very glad to see ya back.

• Targon - Monday, February 4, 2019 - link

  Key things that relate to Q1 and Q2 2019 were not mentioned, and while they are common sense for those who stay on top of the industry, are often missed. AMD has been releasing Ryzen chips in late Q1 for the past two years, and this will be slipping to a late Q2 or early Q3(middle of the year). This will cause an impact on the AMD financials that is the reason why AMD expects 2019 to be a good year overall, but why anyone paying attention to the company financials should expect that things will be a bit weak for Q1 and Q2, and even Q3 may be a bit weaker on paper, even while sales will be through the roof throughout Q3 as the new Ryzen, Threadripper, and Epyc chips hit the market. In addition to this, Navi should also show up in Q2/Q3 which should generate significant income for AMD.
  
  There are other things that COULD potentially happen in 2019, including an earlier than normal release of the next generation laptop APUs(due to TSMC having the available fab capacity). If that happens and Ryzen 4500U and 4700U starts shipping in November of 2019, even though consumers won't see those chips in 2019, the sales of those chips would show up in Q4 2019 revenues, which could potentially be a big influx of money.
  
  The key to much of this is that the new chips should be compatible with first and second generation motherboards, which will speed up the adoption of the new chips. For the 4500U and 4700U, this may be a bit more interesting since some of the newer technologies showing up could potentially make laptop makers delay things for new motherboards/chipsets as well. We know that the 3500U and 3700U are small improvements over the prior generation, but what shows up at the end of 2019 or beginning of 2020 may have some newer technologies that deserve new motherboards.