In absolute terms, the revenue division of AMD, which is responsible for server processors, is not very impressive. Combined with components for game consoles, this business brought the company only $348 million or 20% of revenue in the first quarter, and an operating loss of $26 million did not add credibility to the report, but the company is doing well with the implementation of EPYC processors.
Compared to the first quarter, the number of AMD server processors shipped by a double-digit percentage, and in annual comparison it has completely tripled. Growth was particularly noticeable in the direction of cloud service providers, which required additional hardware capacity against the backdrop of a sharp demand for services for sharing and remote work. One such customer, according to AMD representatives, was able to receive a batch of ten thousand second-generation EPYC processors in just ten days.
"The server business will continue to see significant growth in the second quarter, and we will be able to grow our market share over the next two quarters," said Lisa Su, CEO of AMD. In an interview with analysts at a quarterly event, she did not update forecasts for the rate of increase in AMD's market share in the server segment. She only noted that the previously set goal of occupying at least 10% of the server x86-compatible processor market by the middle of this year is quite achievable, based on the available data.
The head of AMD said that the impact of the COVID-19 pandemic on the market as a whole is now ambiguous, but if we talk about the server segment, it remains the winner. Customers are asking AMD to speed up the supply of server components, and this creates the prerequisites for the sustainable development of the company's core business. When it came to the timing of the debut of Milan processors with Zen 3 architecture, Lisa Su once again confirmed that they would be released at the end of this year.
Speaking about uncertainties in the second half of the year, Lisa Su explained, “This is predominantly the PC market. If we look at other markets, server and game consoles, then we continue to receive positive signals in these areas.
Source: 3dnews.ru