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 - This year, AMD will not be able to increase its share in the processor market to its historic high - Socket AM3 plus processors will be delivered by the end of the year, at least - AMD increases the cost of developing new products and technologies - Asetek has found a new partner for the development of watercooling for data centers -


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POSTER: computer news   ||   THIS YEAR, AMD WILL NOT BE ABLE TO INCREASE ITS SHARE IN THE PROCESSOR MARKET TO ITS HISTORIC HIGH

DATE:2017-05-02

Trying to avoid a direct answer to the question about the possible reaction to the announcement of the Intel Skylake-X processors, AMD head Lisa Su  diplomatically stated that she intends to strengthen the position in the processor market this year due to the announcement of new products.  Does this mean that AMD will be able to quickly recover the lost positions in the processor market in terms of market share occupied?

The general director of AMD recognizes that there is no need to expect a significant increase in the market share of processors this year.  Much more important, in her opinion, that the new processors will raise the company's profit rate.  To achieve the medium-term goal of increasing the rate of profit to 36-40%, it plans different ways.  In particular, in 2018, in this sense, AMD server processors will start to help.  So far, the head of the company does not believe that in the foreseeable future it will be possible to achieve a record share of the market for consumer-grade processors.  

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48542 Rating: 10.0/10 (4 votes cast)


This year, AMD will not be able to increase its share in the processor market to its historic high

This year, AMD will not be able to increase its share in the processor market to its historic high

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THIS YEAR, AMD WILL NOT BE ABLE TO INCREASE ITS SHARE IN THE PROCESSOR MARKET TO ITS HISTORIC HIGH

POSTER: computer news   ||   SOCKET AM3 PLUS PROCESSORS WILL BE DELIVERED BY THE END OF THE YEAR, AT LEAST

DATE:2017-05-02

In one of the interviews devoted to the debut of Ryzen processors, AMD representatives already admitted that the processors of previous generations will not disappear anywhere from the market and will be located in the relevant price segments.  Discussing with the analysts the results of the second quarter , AMD head Lisa Su confirmed that the "legacy products" will remain on the market until the end of this year, at least.

Different regions are moving to new platforms with different speeds, and so the processors of previous generations successfully supplement the latest solutions, as the head of AMD explains.  The motherboard park with Socket AM3 + (and older) is large enough, and the company is ready to support the old platforms.  However, it is not specified how actively it will do it next year.  As we found out today, the full range of Ryzen processors will be available by November, including mobile versions.

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48541 Rating: 10.0/10 (4 votes cast)


Socket AM3 plus processors will be delivered by the end of the year, at least

Socket AM3 plus processors will be delivered by the end of the year, at least

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SOCKET AM3 PLUS PROCESSORS WILL BE DELIVERED BY THE END OF THE YEAR, AT LEAST

POSTER: computer news   ||    AMD INCREASES THE COST OF DEVELOPING NEW PRODUCTS AND TECHNOLOGIES

DATE:2017-05-02

At the quarterly report conference, AMD described in detail its plans to bring new products to the market by the end of the year.  And the fact that there is no separate mention of the 16-core versions of Ryzen is not so obvious - in fact, they are the same AMD desktop processors as Ryzen 3, so they can hide behind the common logo on the profile slide of the presentation.

Capital expenditures of the company in the first quarter increased by 7.5-9%, depending on the calculation methodology.  Moreover, in the second quarter AMD expects to increase capital costs by 1.6%.  Let in absolute terms, these are not such large amounts, but AMD spends 26-27% of its revenue on developing new products and technologies.

Naturally, AMD representatives could not ignore this topic at the quarterly reporting conference.  According to the company's management, now the costs for product development are concentrated in two main segments: graphics solutions and server components.  Moreover, the company recognizes that the transition to 7-nm technology will require an increase in the cost of purchasing photomasks.  The latter, although used only by contractors, are now displayed in accounting reports as AMD property - at least, if we are talking about photo masks used to produce serial products.  The company intends to switch from 14-nm technology directly to 7-nm technology.

AMD is quite happy with the output level of both 14-nm and 16-nm products, received from contract manufacturers.  Interestingly, in its information activity AMD is focusing on the development of 14-nm technology, but at such times it turns out that it uses 16-nm technology.

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AMD increases the cost of developing new products and technologies

 AMD increases the cost of developing new products and technologies

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AMD INCREASES THE COST OF DEVELOPING NEW PRODUCTS AND TECHNOLOGIES

POSTER: computer news   ||   ASETEK HAS FOUND A NEW PARTNER FOR THE DEVELOPMENT OF WATERCOOLING FOR DATA CENTERS

DATE:2017-04-30

The well-known manufacturer of maintenance-free liquid cooling systems - Asetek - published a report on its work in the first quarter of 2017 calendar year.  During the reporting period, the company raised $ 11.5 million, which is 10% more than the revenue for the same quarter of the previous year.  The engine of revenue, as admitted in the company, was the desktop video card market.  More precisely, the demand for self-installed users on the graphics adapters of maintenance-free CBOs.

At the same time, Asetek is trying hard to break into the market for unattended server cooling systems.  In recent years, the company has done a lot for this.  However, in the current reporting period, the decline in interest in server cooling systems has undermined the revenue of Asetek in this direction.  So, in the first quarter, the revenue from products for the data center was $ 400,000, although a year earlier on that front, it earned $ 1 million for the quarter. The decrease in revenue did not stop Asetek's investment in the server area, which is still accompanied by net losses (all profits and, in addition, are invested in Development).

A separate reason for pride was the conclusion of a contract with another major server manufacturer about the beginning of joint developments in the field of server liquid cooling systems.  At the same time, the company's name was not disclosed.

Finally, Asetek received the long-awaited compensation payments from CMI USA, Inc.  (Cooler Master).  This story runs from 2004, when Asetek sued Cooler Master and accused it of violating a number of its patents .  According to the court's decision, CMI paid Asetek $ 600,000. This amount includes deductions for the sale of products that violate Asetek's patents (14.5% of CMI revenue), and cash compensation for other costs.

 

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Asetek has found a new partner for the development of watercooling for data centers

Asetek has found a new partner for the development of watercooling for data centers

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ASETEK HAS FOUND A NEW PARTNER FOR THE DEVELOPMENT OF WATERCOOLING FOR DATA CENTERS

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