AMD mutengo wemasheya: hafu yechipiri yegore ichava nguva yechokwadi

Chirevo chekota che AMD chichaburitswa kana yekutanga yaMay yatosvika muchikamu chikuru cheRussia. Vamwe vaongorori, vachitarisira mishumo yekota, vanogovana fungidziro pane imwe nzira yekufamba kwemutengo wemasheya. Chokwadi ndechekuti kubvira pakutanga kwegore rino, migove ye AMD yakakwira mumutengo ne50%, kunyanya kutarisana nemamiriro etariro ane chekuita nehafu yechipiri yegore, uye kwete kubudirira kwekambani muhafu yekutanga yegore.

Zvinyorwa Kutsvaga Alpha inoburitsa fungidziro yakabatanidzwa, yakataurwa nevanoongorora maindasitiri manheru ekuburitswa kwemishumo yekota ye AMD. Maererano nenyanzvi dzakawanda, mari yekambani mukota yekutanga ichasvika madhora mabhiriyoni 1,26. Izvi zvishoma ne23,6% pane panguva imwechete gore rapera, asi zvinofanira kurangarirwa kuti mari yegore rapera inogona kukonzerwa zvikuru ne "cryptocurrency factor". ", kunyangwe iyo kambani yakaedza munzira dzese kurerutsa kukosha kwayo.

Mumakore maviri apfuura, maererano nekwakabva, AMD yakakwanisa kudarika fungidziro yemari 63% yenguva, uye kufanotaura kweEPS kwakaitika 75% yenguva.

Kubva pakuongorora kwehunyanzvi kweiyo dynamics yemutengo we AMD shares, vamiriri Mott Capital Management pikisa kuti pane zviratidzo zvakakwana zvekukoshesa kwemari yekambani mushure mekubudiswa kwemishumo yekota. Nenzira dzakawanda, manzwiro emudyaridzi achatemerwa mangwana nekufanotaura kwekota yechipiri, iyo ichafanirwa kuzivisa mukuru we AMD Lisa Su (Lisa Su). Vanoongorora vanobvuma kuti kambani iyi ichaita mari inosvika bhiriyoni imwe nemazana mashanu nemakumi mashanu emadhora kota ino.Kana mafambiro e AMD pachawo akashata kupfuura zvinotarisirwa nemusika, izvi zvinoisa kudzvanywa pamutengo wemasheya.

Nechikamu chechipiri chegore, vatambi vazhinji vemusika vari kupinza tariro yekukura muzviratidzo zvehupfumi, uye kwete AMD chete, iyo panguva iyoyo ichaunza yayo 7-nm yepakati processors kumusika, zvese server nemutengi. Zvinoenderana nemaitiro epamutemo, Intel haisi kuita zvakanaka muchikamu chesevha processor: kuomerwa mukugona tekinoroji ye10nm kuri kumisikidza kutaridzika kweIce Lake-SP server processors kusvika 2020. Nekudaro, pamusangano uchangoburwa wekota, mukuru weIntel akaratidza chivimbo chekuti ne14nm Xeon processors mune arsenal, kambani ichabudirira kukwikwidza ne7nm AMD EPYC processors.

Izvo zvakakosha kuti unzwisise kuti kuwedzera kwe7nm EPYC processors muchikamu cheseva hakugone kuve mheni nekukurumidza nekuda kwechinyakare conservatism yechikamu ichi. Kunyangwe zvinoenderana nekufanotaura kwe AMD pachayo, chikamu chezvigadzirwa zvemhando iyi muchikamu chema processors e server application hachipfuure gumi muzana pakupera kwegore rino. Mushure mekusunungurwa kwe10nm processors yechizvarwa cheRoma, kukura kuchave kuchishanda, asi kunyanya nekuda kwe "low base effect", uye kwete mumashoko akazara. Kune rimwe divi, purofiti ye AMD ichave yakakanganiswa nekukura kukurumbira kwemaseva processors. Kubva pakaunzwa chizvarwa chekutanga Zen architecture processors, kambani yakakwanisa kuwedzera zvishoma nezvishoma purofiti yayo.

Inyanzvi Susquehanna kazhinji inosarudzwa kutora nzvimbo isina kwayakarerekera uye yekumirira. Mamwe masimba emutengo wekugovana, sekureva kwavo, zvinoenderana nezvinotarisirwa kutaurwa naLisa Su kwekota yechipiri uye yese ye2019. Vaongorori vanoyambira kuti dambudziko rimwe chete re AMD kushaikwa kwenhoroondo refu, isina kuputika yekusarasikirwa kwekushanda kwemakota akati wandei akateedzana. Nekusagadzikana kwakadaro muzviratidzo, zvingave zvine njodzi kune vanoisa mari kuti vavimbe netarisiro yakanaka chete.

Source: 3dnews.ru