Za a buga rahoton kwata na AMD lokacin da farkon watan Mayu ya riga ya isa babban ɓangaren Rasha. Wasu manazarta, a cikin tsammanin rahotannin kwata-kwata, suna raba hasashen makomar farashin hannun jarin kamfanin. Gaskiyar ita ce, tun farkon wannan shekara, hannun jari na AMD ya tashi a farashi da kashi 50%, musamman saboda kyakkyawan fata da ke da alaƙa da rabin na biyu na shekara, kuma ba ainihin nasarorin da kamfanin ya samu a farkon rabin shekara ba.
hanya yana fitar da ingantaccen hasashen da manazarta masana'antu suka sanar a jajibirin fitowar rahotannin kwata-kwata na AMD. A cewar yawancin masana, kudaden shiga na kamfanin a cikin kwata na farko zai kai dala biliyan 1,26. Wannan ya ragu da kashi 23,6% idan aka kwatanta da daidai lokacin da aka yi a bara, amma dole ne a yi la'akari da cewa kudaden shiga na bara zai iya tasiri sosai ta hanyar "cryptocurrency". factor, "ko da yake kamfanin ya yi ƙoƙari ta kowace hanya don rage muhimmancinsa.
A cikin shekaru biyu da suka gabata, a cewar majiyar, AMD ta sami damar wuce kididdigar kudaden shiga 63% na lokacin, kuma ana samun kuɗin da aka samu a kowane hasashen rabon kashi 75% na lokacin.
Wakilai bisa nazarin fasaha na ƙimar farashin hannun jari na AMD da'awar cewa akwai isassun adadin alamomin hauhawar farashin hannun jarin kamfanin bayan fitar da rahotannin kwata-kwata. A hanyoyi da yawa, jin daɗin masu saka hannun jari gobe za a ƙaddara ta hanyar tsinkaya don kwata na biyu, wanda AMD Shugaba Lisa Su zai sanar. Manazarta sun yarda cewa kamfanin zai samu kusan dala biliyan 1,52 a cikin kwata na yanzu, idan hasashen na AMD ya zama mafi muni fiye da tsammanin kasuwa, hakan zai sanya matsin lamba kan farashin hannun jari.
Yawancin 'yan kasuwa na kasuwa suna sanya fatansu kan haɓakar alamomin tattalin arziki a cikin rabin na biyu na shekara, ba kawai AMD ba, wanda a lokacin zai ƙaddamar da na'urori na tsakiya na 7nm, duka uwar garken da abokin ciniki, a kasuwa. Dangane da ka'idoji na yau da kullun, Intel ba ya yin kyau sosai a cikin sashin sarrafa sabar: matsalolin sarrafa fasahar 10nm suna jinkirta bayyanar masu sarrafa uwar garken Ice Lake-SP har zuwa 2020. Koyaya, a wani taron kwata-kwata na baya-bayan nan, shugaban Intel ya bayyana kwarin gwiwa cewa tare da na'urori masu sarrafawa na 14-nm Xeon a cikin arsenal ɗinsa, kamfanin zai yi nasarar yin gogayya da na'urori masu sarrafa 7-nm AMD EPYC.
Yana da mahimmanci a fahimci cewa faɗaɗa na'urori masu sarrafa EPYC na 7nm a cikin sashin uwar garken ba zai iya yin walƙiya cikin sauri ba saboda al'adun gargajiya na wannan sashe. Ko da bisa ga hasashen AMD na kansa, rabon samfuran wannan alamar a cikin sashin sarrafawa don amfani da uwar garken ba zai wuce 10% a ƙarshen wannan shekara ba. Bayan fitowar 7nm Rome na'urori masu sarrafawa, haɓaka zai kasance mai aiki, amma galibi saboda "ƙananan sakamako na tushe", kuma ba cikin cikakkiyar sharuɗɗan ba. A gefe guda kuma, karuwar shaharar masu sarrafa uwar garken zai yi tasiri mai kyau akan ribar AMD. Tun lokacin da aka fito da na'urori na zamani na Zen na farko, kamfanin ya sami damar haɓaka ribar riba akai-akai.
Masana gaba ɗaya sun fi son ɗaukar tsaka-tsaki da jira-da-gani. Ƙarin haɓakar farashin hannun jari, a cewarsu, zai dogara ne akan tsammanin da Lisa Su ta bayyana na kwata na biyu da kuma gabaɗayan 2019. Manazarta sun yi gargadin cewa daya daga cikin kalubalen AMD shine rashin dogon tarihin da ba ya katsewa na aiki ba tare da asara ba na kwata-kwata a jere. Tare da irin wannan rashin daidaituwa a cikin aiki, zai zama mai haɗari ga masu zuba jari su dogara kawai ga kyakkyawan fata.
source: 3dnews.ru