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AMD's Fortunes Are Improving
Quote:AMD's growth story in the desktop PC space comes from Ryzen sales, but the 2.1% market share growth over an entire year may seem a bit lackluster. But we have to view the numbers in perspective: AMD rolled out its Ryzen 7 processors in March of last year, so we still don't have a full year of competitive data that reflects the rise of Ryzen. It also took time for AMD to address other market segments as the Ryzen 5, 3, and Threadripper processors rolled out.
Finally, AMD's server ambitions with its EPYC processors are moving along at the expected pace--which is to say, slowly. The enterprise is notoriously reluctant to switch from the incumbent (Intel), and moving over to new systems requires significant hardware and software qualification. That typically doesn't pay off over a single generation of products, so data center customers switch to new processors for the long run. As a result, AMD has to prove that it can execute on its roadmap before it sees a rapid advance in the server market. That places the onus on the coming refresh cycle. AMD has already said the Zen 2 design phase is complete and that the processors will ship to partners this year. The company is also actively working on 7nm CPUs.

AMD gained 1/2 a point of server market share during 2017, but that is within expectations. Lisa Su commented on the planned trajectory:
Quote:"..we have a short-term goal [...] By the end of 2018, to have an exit velocity of mid-single-digit share, and then we will get the next four to five quarters beyond to double-digit share, and then we aim for the beyond."
Growth in the high-margin enterprise space is important. Even reaching the "mid-single-digits" this year will contribute nicely to AMD's bottom line.

Jon Peddie Research (JPR) released its discrete graphics card market share report this week. JPR reports that AMD has improved its market share by 6.5% quarter-over-quarter and 4.2% year-over-year. As expected, Nvidia's market share fell accordingly.

JPR said that over 3 million discrete graphics cards have sold to cryptocurrency miners in 2017, for an estimated total of $776 million in revenue. The firm further stated that AMD is the largest benefactor of those sales, but it didn't provide specific percentages. AMD's growth came during a 4.6% sequential decline in the graphics card market, which JPR attributed to the "sharp rise in prices driven by cryptocurrency miner’s demand.”

AMD's Su has been a bit more forthcoming, saying that although it's hard to quantify accurately, crypto mining contributed roughly 10% (or possibly more) of the company's annual revenue in 2017. Memory shortages continue to plague production at AMD. Su stated at this week’s conference:
Quote:..we have increased supply quite a bit towards the end of the fourth quarter here into the first quarter. We are prioritizing gamers and our key audiences to make sure that particularly system builders and OEMs that are building with our Radeon graphics are getting prioritized. [...] eventually we see supply catching up with demand, and there are some component shortages that we are working through." (emphasis added)
The end of the graphics card shortage will likely coincide with the end of the memory shortage, and we don't expect that to happen soon. Samsung did recently announce its intentions to increase manufacturing (after the threat of a Chinese investigation into DRAM price fixing), but that likely won't have a material impact until later this year.
Dell isn't as impressed:
Dell's AMD laptops are gimped compared to their Intel laptops:
Edit: HP is working on non-gimped AMD laptops, not Dell:
This didn't fit cleanly in any existing thread, and I didn't think it needed a new thread, so I decided to post this here:
AMD is a big part of why I don't like the stock market. When I worked for Hayes Modems I got my first stock account because the Company went public on the stock market and I was "given" shares. I say given in quotation marks because also was able to buy stocks as an employee which is called ESOP. I went all in and bought the maximum you were allowed. I also got some other Technology Company shares like Seagate and AMD. Well Hayes they killed the Company and the shares weren't worth the ink on the paper. On paper I supposedly had $3 million in shares. I had bought about $2,000 in AMD at I think $20. Anyway AMD's stock went to something like 20 cents. The Trading Company which I think was E-Trade wanted $3,000 out of me to get out of the stock market and close the account. I haven't had a stock account since until I got shares where I am now as an employee when it went public just like Hayes. Unlike Hayes though I have sold some shares for actual money.
AMD is aiming to return to Athlon 64-level marketshare:
AMD keeps on doing better financially:

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