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Advanced Micro Devices Inc AMD

Alternate Symbol(s):  N.AMD

Advanced Micro Devices, Inc. is a global semiconductor company. It is focused on high-performance computing, graphics and visualization technologies. It operates in four segments. The Data Center segment includes server central processing units (CPUs), graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), field programmable gate arrays (FPGAs), smart network interface cards (SmartNICs), artificial intelligence (AI) accelerators and adaptive system-on-chip (SoC) products for data centers. The Client segment includes CPUs, APUs, and chipsets for desktop, notebook and handheld personal computers. Gaming segment includes discrete GPUs, semi-custom SoC products and development services. Embedded segment includes embedded CPUs, GPUs, APUs, FPGAs, system on modules (SOMs), and adaptive SoC products. Its products include AMD Ryzen AI, Radeon PRO and AMD Advantage Premium. It also accelerates development and deployment of AI Models on its hardware.


NDAQ:AMD - Post by User

Bullboard Posts
Post by juddwon Mar 22, 2000 2:37am
32 Views
Post# 1625247

TAKE A LOOK AT THIS

TAKE A LOOK AT THISTHIS COULD BE GREAT NEWS FOR AMD!!! AMD - NYSE By Ian Fried, Bridge News Commentary San Francisco--Mar 20--Limited supply of high-end chips and occasional glitches may not be directly hurting the bottom line at Intel Corp. But there seems to be a growing feeling among computer makers, save Dell, that it pays to get processors from more than one place. And that does take a bite out of Intel's profit pie. * * * The latest glitch from Intel Corp.--a packaging problem that can cause notebook computers to fail--is fairly isolated and not of much note. But at the same time come rumblings from the Toshiba camp that it might abandon its all-Intel approach, at least in its desktop line. While the two events are likely not tied together, there is a link. Intel's air of invincibility is growing increasingly cloudy, leaving computer makers running for an umbrella. The umbrella of choice: Advanced Micro Devices' Athlon chip. Introduced last year, the chip offers clock speeds and performance on par with the Pentium III. That message was loud and clear from Gateway, which abandoned the all-Intel approach earlier this year after chip shortages led the direct computer seller to post lower-than-expected fourth quarter earnings. Gateway Chief Executive Officer Jeff Weitzen lashed out at Intel in a heated conference call with financial analysts, vowing to never again let a supplier determine his firm's fate. On the other hand Dell Computer Corp. grit its teeth and rode out the woes. The delay of Intel's 820 chip set was especially painful for Dell, which had planned a significant number of its high-end shipments to be based around the computer architecture. Chairman Michael Dell told Bridge News earlier this year that the company is constantly reviewing its alternatives. But in an interview with an online trade journal at around the same time, Dell suggested that his customers require a level of reliability that the infrastructure around AMD's chips does not offer. But Dell appears to be unique in that view. The more Intel is viewed as vulnerable to supply problems and product bugs, the less of a premium it would appear to be able to claim over AMD. Having a second source for microprocessors is nothing new. AMD got its start as a direct second source for other chip firms and made pin-compatible versions of Intel microprocessors through the 486 generation. Through business negotiations and legal maneuvering, Intel has been able to largely exclude those who would directly duplicate its engineering efforts. Today's version of a second source is a functionally equivalent chip that can run all the same software. While AMD's processors run the same core instructions as Intel's, the chips are not socket compatible and require separate motherboards and companion chip sets. In recent years, the cost of maintaining 2 infrastructures seemed too high a price to pay for a second source, leading some makes to adopt an all-Intel lineup. But with the Intel gain seeming fallible, more makers are seeing value in being able to offer machines based on more than one firm's processor, even with the added infrastructure costs. The key for AMD is to execute at least as well as its larger rival. Intel still has volume and pricing power that AMD lacks, a fact made clear by Intel's last-minute design win inside Microsoft's X-box gaming console. For Intel, the re-emergence of chips that are as capable as its own means that its ability to deliver is all the more important. The impact of small glitches may not amount to anything more than a rounding error on Intel's income statement, but they could be far more costly if they hurt the premium for its full line of chips or lead a customer to rethink a sole source strategy. End
Bullboard Posts