Recent #AMD news in the semiconductor industry

7 months ago

➀ Intel highlights its own security efforts, reporting a high percentage of vulnerabilities discovered internally;

➁ Intel criticizes AMD and Nvidia for higher numbers of firmware vulnerabilities and security issues;

➂ AMD has 78 unaddressed vulnerabilities, while Nvidia's GPU vulnerabilities are all high severity.

AMDCyber SecurityIntelNVIDIA
7 months ago

➀ Intel's data center CPU sales reached a 13-year low in 2024 due to increased competition from AMD, the transition to higher-core count models, and a market shift to AI servers.

➁ Unit sales of Intel's data center CPUs dropped by 20% from 2011 levels and over 80% from 2021.

➂ Intel's data center average selling prices increased, but it is unclear if the company can regain market share in the AI accelerator market.

AMDCloud ComputingData centerIntelMarket ShareServer CPUscpu
7 months ago

➀ AMD in Q4 2024 posted impressive financial results, with its client and datacenter CPUs driving the growth.

➁ The company's datacenter business achieved a 69% YoY increase in net revenue, marking a milestone as it outsold Intel in the datacenter space for the first time.

➂ However, AMD's gaming business struggled with a significant decline in revenue and operating income, mainly due to lower sales of Radeon discrete GPUs and system-on-chips for game consoles.

AMDCPUsIntelMarket ShareRevenue
7 months ago

➀ AMD's stock price plummeted after disappointing data center business outlook;

➁ Despite strong overall revenue growth in the fourth quarter, data center performance overshadowed other achievements;

➂ Concerns about AMD's weakened momentum in the AI device field were confirmed with DeepSeek, a Chinese startup, entering the market at a lower cost, further exacerbating worries;

➃ AMD's total revenue grew 24% to $7.66 billion in the fourth quarter, exceeding expectations;

➄ AMD remains optimistic about 2025, predicting double growth in revenue and EPS.

AIAMDData centerstock market
7 months ago

➀ AMD is rumored to launch the Ryzen 9 9950X3D and Ryzen 9 9900X3D CPUs alongside RDNA 4 GPUs in late March.

➁ The CPUs are expected to offer a 20% performance boost in gaming compared to Intel's Core Ultra 200S processors.

➂ The RX 9070 XT is rumored to be within 15-20% of the performance of the Nvidia RTX 5080, with potential availability unlike the RTX 5080.

AMDGPURyzencpurdna 4
8 months ago

➀ AMD confirms that RDNA 4 architecture will initially target desktop GPUs, with mobile offerings to follow later.

➁ RDNA 4 introduces several improvements, including optimized Compute Units, enhanced AI, and faster ray tracing.

➂ Despite the current shortage of Radeon dGPU-powered laptops, AMD plans to prioritize desktop GPUs with RDNA 4 before moving to mobile platforms.

AMDGPUrdna 4
8 months ago

➀ A reliable source suggests that the RDNA 4 driver for AMD RX 9000 series GPUs will automatically replace FSR 3.1 DLL files with FSR 4, enabling seamless upgrades for supported games.

➁ This upgrade process implies that all AMD FSR 3.1-enabled games will benefit from FSR 4 without developer intervention.

➂ The move aims to streamline the adoption of advanced upscaling features for future AMD GPUs, ensuring smoother performance and image quality improvements.

AMDFSRGPU
8 months ago
1. A lower base allows AMD to achieve a higher estimated EPS CAGR over the next five years while trading at more attractive valuation multiples. 2. AMD's AI-focused processors and new GPU releases at CES 2025 position it well against Nvidia, with potential market share gains. 3. AI PCs are expected to boost AMD's performance this year. 4. The valuation analysis shows over 27% upside potential, with AMD trading at lower multiples and expected to outperform EPS estimates in the coming quarters. 5. The author is considering increasing their current position in AMD amidst rising negativity regarding its future prospects.
AMDinvestmenttechnology
8 months ago

➀ Philip Heptonstall, a UKESF Scholar and Co-Op Intern at AMD, contributed to a systems-level understanding of Forward Error Correction (FEC) in high-speed interconnects.

➁ He developed a modeling tool to predict FEC performance, enabling rapid iteration of solutions. He also helped AMD upskill its employees and new graduates by organizing a course on modern ASIC design flows.

➂ Philip has been involved in STEM and community outreach work, including leading the Controls Systems sub-team for Edinburgh University Formula Student and promoting the UK Electronics Skills Foundation.

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