Hannun jarin kamfanonin fasahar kere-kere na Amurka, wadanda suka dogara ko kadan kan kasar Sin, sun yi tashin gwauron zabi a cikin 'yan kwanakin nan, a daidai lokacin da shugaban kasar Amurka ya bayyana cewa, an samu ci gaba mai kyau a shawarwarin cinikayya da kasar Sin. Koyaya, sha'awar hannun jarin AMD ya haɓaka ta hanyar masu hasashen tun ƙarshen Satumba, kamar yadda wasu manazarta suka lura. Kamfanin ya ci gaba da fitar da sabbin kayayyaki na 7-nm; ra'ayin cewa suna da halaye na gaba da fa'idodi masu fa'ida suna ratsawa har ma da waɗancan 'yan kasuwar hannun jari waɗanda ke da nisa sosai daga fahimtar yanayin halin yanzu.
Hannun hannun jari na AMD yanzu kusan 13% mai rahusa fiye da na watan Agusta, wanda masu saka hannun jari ya bayyana damuwa ba kawai game da ma'aunin ƙarfin gasa ba, har ma game da yanayin tattalin arziki. Kwararrun Cowen sun yi imanin cewa duk waɗannan matsalolin na wucin gadi ne, kuma tare da irin waɗannan samfuran samfuran 7nm, AMD yana da kowane damar da za ta zarce mai fafatawa a 2020. Masu sarrafawa na kamfanin sun riga sun nuna ikon haɓaka rabon kasuwar AMD; shekara mai zuwa za a bayyana wannan yanayin musamman a sashin uwar garken. Abin takaici, sashin wasan bidiyo na wasan yana ci gaba da "canjin canji" dangane da sakin sabbin kayayyaki a cikin 2020, sabili da haka AMD kawai zai iya dogaro da shi zuwa ƙarshen shekara mai zuwa.
Amma a cikin sashin uwar garken, a cewar ƙwararrun Cowen, AMD ba wai kawai yana da mafi kyawun ƙimar aiki na masu sarrafawa na EPYC ba, har ma da tallafi mai ƙarfi daga manyan abokan ciniki kamar Amazon, Baidu, Microsoft da Tencent. Masu sharhi suna haɓaka hasashensu na farashin hannun jari na AMD zuwa $40 a kowace kaso daga $30 na yanzu. Har yanzu ba a sanar da lokacin buga rahoton kwata na AMD a hukumance ba, amma daga kwarewar shekarun da suka gabata mun san cewa ya kamata ya bayyana a makon da ya gabata na Oktoba. Kwata na uku na wannan shekara shine farkon cikakken tsawon watanni uku na kasancewar kasuwa na masu sarrafa 7nm Ryzen (Matisse), 7nm uwar garken EPYC masu sarrafa (Rome) da Radeon RX 5700 jerin katunan bidiyo (Navi 10). Kididdigar daga kwata da suka gabata na iya ba da labari da yawa game da yanayin kasuwa ga sakin waɗannan samfuran.
source: 3dnews.ru