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 - Game consoles, and hybrid graphics processors for notebooks AMD contributed to the growth in revenue - AMD promises Summit Ridge formal reviews in this quarter - AMD Vega will be released in the first half of 2017 - Found internally ideal ReRAM -


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POSTER: computer news   ||   GAME CONSOLES, AND HYBRID GRAPHICS PROCESSORS FOR NOTEBOOKS AMD CONTRIBUTED TO THE GROWTH IN REVENUE

DATE:2016-10-21

Quarterly report - this is a rare opportunity to see the numerical characteristics of the company's activities during the period.  AMD has just reported for the third quarter his year, announced an increase in revenues by 27% sequentially compared to $ 1.307 billion., And 23% in the annual comparison.  Such dynamics have provided a record volume of deliveries "customized" solutions for video game consoles, as well as increased sales volumes of graphical solutions generation Polaris and hybrid mobile processors.  

 

Gross revenue between AMD units distributed as follows:. $ 472 million secured segment of Computing and Graphics, which is 9% more than in the previous quarter (+ 11% YoY), and $ 835 million provided the Enterprise Division, Embedded and Semi-Custom, which. responsible for the release of "custom-made" products.  Here revenue increased sequentially compared to 41% and 31% year.  Almost two-thirds (64%) AMD's revenue depends on the "custom" and embedded solutions.  Seasonal demand for gaming consoles seriously components supported AMD business.  And if "processor-graphics" the direction of the company ended the quarter with a net loss of $ 66 ppm, the "custom-made" products secured an operating profit of $ 136 ppm should be noted that operating losses in the "processor-graphics" direction managed to reduce by compared with previous periods, not only due to revenue growth from sales of graphics processors, but also by eliminating the need to write off inventory.

However, the payments under the agreement with GlobalFoundries ($ 340 million). AMD was forced to declare a total operating loss of $ 293 million. In the third quarter.  AMD notes that the volume of sales of hybrid processors for laptops are growing the fourth consecutive quarter, and in the new five-year agreement with GlobalFoundries formed the conditions for the release of 7-nm products.  This growth in sales of mobile processors provide increased revenue in the annual comparison.  

 

Increases and the cost of developing new products - in the third quarter they were $ 244 million, which corresponds to 19% of revenue..

 

The average selling price of customer solutions in a sequential comparison decreased because of price dynamics in the mobile and desktop processors, but remained at the same level compared to the third quarter last year.  The average selling price of graphics processors has increased both sequentially and in the annual comparison.  This is due not only to the popularity of more expensive gaming graphics cards, but also professional graphics solutions.

The rate of profit excluding one-time payment under the agreement with GlobalFoundries has remained at 31%, as in the previous quarter.  If compared with a year earlier, the rate of profit could increase to 23%.

From the fourth quarter  this year, AMD does not expect a similar impact.  Forecast revenue - reducing the corresponding figure at 15-21% in the sequential comparison due to the seasonal decline in demand for gaming consoles.  However, as a result, AMD expects to increase revenues by 6% compared with the previous period.

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Game consoles, and hybrid graphics processors for notebooks AMD contributed to the growth in revenue

Game consoles, and hybrid graphics processors for notebooks AMD contributed to the growth in revenue

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GAME CONSOLES, AND HYBRID GRAPHICS PROCESSORS FOR NOTEBOOKS AMD CONTRIBUTED TO THE GROWTH IN REVENUE

POSTER: computer news   ||    AMD PROMISES SUMMIT RIDGE FORMAL REVIEWS IN THIS QUARTER

DATE:2016-10-21

Results of the third quarter, despite some troubles such as payments under the agreement with GlobalFoundries, AMD's guidance calls successful .  Good mood Director General Su Lisa determined the amount of information which it shared with the audience on the reporting of quarterly conference analysts.  

Naturally, the experts present at the event asked about time of AMD processors with Zen architecture appearance .

 

 

In fact, AMD is counting in this sense Zen architecture and the formation of their plans for the next three years, not only in the consumer segment, but also in the server.

Answering a few questions, and somehow related to the timing of Zen processors appearance  on the market, Lisa Su adhered to previously announced schedule: Summit Ridge desktop processors will be presented in the first quarter of 2017, and the server Naples - in the second quarter.  The latter, as you may remember, combine up to 32 cores with Zen architecture, and desktop segments rely only eight, albeit with the support of processing two threads simultaneously.

Returning to existing processors, AMD CEO explained that the revenue and sales volumes of mobile hybrid processors are growing the fourth consecutive quarter.  

Samples of Summit Ridge processors also come to AMD partners, they are very happy with their performance level.  Lisa Su is confident that the Summit Ridge processors will allow AMD to take a competitive position in the segment of the productive desktop solutions, where the company's products are now almost not represented .  The capacity of this segment  the head of AMD is estimated at $ 4 billion. Processors Summit Ridge will compete with Intel Core i7 processors and Core i5.  Announcement of the first processors with Zen architecture   is scheduled for early 2017, but AMD claims that independent tests will not be conducted this year.  More precisely, the company will not authorize the appearance of test results Summit Ridge in the public domain before the official announcement.  

Lisa Su refused to confirm that the mass deliveries of server processors with Zen architecture will only begin in the third quarter.  What is clear is that the very announcement is scheduled for the second quarter, and will be formed as a manufacturing policy is largely dependent on the company's clients.  They are already receiving samples of server processors Naples.

Chapter AMD believes that processor Summit Ridge will strengthen the company's position in the desktop segment, where its share is now less than 10%.  The performance gains provided by processors Summit Ridge, meets the expectations of the company.  Already in the first quarter next year, AMD hopes to regain some ground in the desktop segment, which it has historically occupied.

 

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AMD promises Summit Ridge formal reviews in this quarter

 AMD promises Summit Ridge formal reviews in this quarter

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AMD PROMISES SUMMIT RIDGE FORMAL REVIEWS IN THIS QUARTER

POSTER: computer news   ||    AMD VEGA WILL BE RELEASED IN THE FIRST HALF OF 2017

DATE:2016-10-21

First of all, Lisa Su  made it clear that Zen and Vega - are products of the calendar year 2017.  If we talk specifically about  Vega,  the architecture of the solution will be in the first half of 2017.  In the context does not mention whether this graphics solutions for the gaming segment, but as before the relevant commentary Lisa Su said of accelerators computing market, it is possible that Vega will debut first in this segment.

Zen and  Vega, according to general AMD director  , will allow to generate the strongest "portfolio" companies over the past decade.  And apply appropriate solutions are not only in the segment of the gaming graphics and PC, but in the server segment, as well as the cloud systems.

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AMD Vega will be released in the first half of 2017

 AMD Vega will be released in the first half of 2017

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AMD VEGA WILL BE RELEASED IN THE FIRST HALF OF 2017

POSTER: computer news   ||   FOUND INTERNALLY IDEAL RERAM

DATE:2016-10-21

On the development of ReRAM said a lot of companies, including Adesto Technologies, Elpida, Fujitsu, GlobalFoundries, Hewlett Packard, Hynix, IBM, Macronix, Nanya, NEC, Panasonic, Rambus, SanDisk, Samsung, Sharp, Sony, ST Microelectronics, Winbond and others.  However, in recent years actively untwisted version of ReRAM memory Crossbar.  Moreover, Crossbar technology licensed and promises to bring to the commercial production of China's largest contract manufacturer of chips - the company SMIC.  This is a serious bid for success.

According to the head of the company 4DS Memories Ltd, the development company Crossbar is based on the effect of managed education in the working of the cell layer of conductive strands of silver ions.  This technology, in his opinion, does not scale.  The company has Crossbar sample ReRAM memory, released by TSMC with 40nm process technology, but does not speak directly about the size of the cells, which does not allow to judge the memory density.  In addition, silver in the composition of the working material greatly complicates the production because of its high conductivity - material easily "clog", which leads to significant scatter characteristics.

Development 4DS Memories devoid of the above disadvantages.  Resistance varies directly around the working layer of the cell due to the manageable and reversible migration of oxygen through the insulator layer.  In a rare mineral used as a working material - (calcium compound and titanium).  Currently perovskites actively being studied for the creation of solar panels on curved surfaces.  

On the seriousness of the intentions of  4DS Memories company says that over the past two years ReRAM memory  works together with specialists from Hitachi GST (a division of Western Digital).  This summer, between 4DS Memories and Hitachi GST signed a new contract providing for work to find cell ReRAM improve stability and increase the number of rewrite cycles.  

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Found internally ideal ReRAM

Found internally ideal ReRAM

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FOUND INTERNALLY IDEAL RERAM

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