Ba da dadewa ba, manazarta shakka game da ci gaba da ikon AMD na haɓaka ribar riba da matsakaicin farashin siyar da na'urorin sarrafa tebur ɗin sa. Kudin shiga na kamfanin, a ra'ayinsu, zai ci gaba da girma, amma saboda karuwar adadin tallace-tallace, kuma ba matsakaicin farashin ba. Gaskiya ne, wannan hasashen bai shafi sashin uwar garken ba, tunda yuwuwar masu sarrafa EPYC a wannan ma'ana kusan ba shi da iyaka.
Wakilan AMD a taron rahoton kwata-kwata sun ba da sigina masu cin karo da juna game da lokacin sanarwar na'urori masu sarrafa 7-nm na dangin Ryzen 3000. Lisa Su ta lura sau da yawa a cikin maganganunta cewa an shirya farkon waɗannan na'urori a cikin sashin tebur, amma Lokacin da ake magana da masu sharhi, sai ta yi kuskure, ta rarraba waɗannan na'urori a matsayin waɗanda aka riga aka gabatar a hukumance. A bayyane yake, wannan yana nufin sanarwar farko a taron CES na Janairu 2019.
Matisse na tsakiya masu sarrafawa tare da gine-ginen Zen 2 sun zama samfuran 7nm AMD kawai, kamfanin bai faɗi wani abu ba a sarari kuma takamaiman game da lokacin sanarwar a taron rahoton sa. Abin da aka sani shi ne cewa za su riga sun kasance a kasuwa a cikin rabin na biyu na shekara, tun lokacin da shugaban AMD ya ba da bege ga ci gaba da girma a cikin tallace-tallace da kuma kasuwar kasuwa tare da wannan taron.
Lisa Su bai ga dalilin da ya sa karuwar matsakaicin farashin siyar da na'urori masu sarrafa tebur zai tsaya a cikin kwata masu zuwa ba. Sabbin na'urori masu sarrafawa za su haɓaka matakin wasan kwaikwayon na dandamali na AMD, kuma wannan zai haɓaka rabon samfuran mafi tsada a cikin tsarin tallace-tallace. Shugaban kamfanin yana la'akari da ƙarfafa matsayin AMD a cikin ɓangaren masu sarrafawa masu tsada ya zama ɗaya daga cikin abubuwan da ya sa a gaba. CFO Devinder Kumar ya kara da cewa a karshen shekarar da muke ciki, ribar AMD na iya wuce kashi 41%.
Daya daga cikin manazarta da aka gayyata ya tambayi Lisa Su ko karancin masu sarrafa gasa yana taimakawa tallace-tallacen AMD. Ta lura cewa "hakika" ana lura da shi, amma yawanci a cikin ƙananan farashin. Daga ra'ayi na AMD, waɗannan ci gaban ba sa buɗe ƙarin damar haɓaka haɓaka. A wannan shekara, AMD yana fatan samun ci gaba mai dorewa a cikin kasuwar kwamfuta ta sirri, ba kawai saboda masu sarrafa tebur na Ryzen na ƙarni na uku ba, har ma saboda na'urori masu sarrafa wayar hannu na ƙarni na biyu. Abokan AMD suna shirye don haɓaka kewayon kwamfyutocin kwamfyutoci dangane da masu sarrafa Ryzen sau ɗaya da rabi idan aka kwatanta da 2018.
AMD ya danganta babban buƙatun masu sarrafa abokin ciniki zuwa ɗaya daga cikin abubuwan da suka ba shi damar shawo kan mummunan tasirin koma bayan tattalin arziki a cikin kasuwar zane a cikin kwata na farko. Tsofaffin samfuran Ryzen 7 da Ryzen 5 sun sayar da kyau, adadin tallace-tallace ya karu idan aka kwatanta da kwata na huɗu kuma sun fi na gargajiya na wannan kakar. Idan aka kwatanta da kwata na farko na 2018, adadin tallace-tallace na sarrafawa ya karu da kashi biyu na lambobi, kuma matsakaicin farashin siyarwa ya karu. Duk da cewa gudanarwar AMD ba ta ba da takamaiman adadi ba, ta bayyana cewa a cikin kwata na shida a jere kamfanin yana ƙarfafa matsayinsa a kasuwar sarrafa kayan masarufi.
source: 3dnews.ru