AMD Quarterly Chirevo: Hupenyu Mushure meiyo Cryptocurrency Rush

Hazvigone kutaurwa kuti iyo ine mukurumbira wakashata "cryptocurrency factor" yakadonha zvachose isingaonekwe neavo vakatanga kuongorora AMD ichangoburwa mushumo wekota nhasi, asi pesvedzero yayo muzviitiko zvakawanda yakave yakasimba kupfuura zvaitarisirwa. Kune rumwe rutivi, chikamu chekutanga chegore rino muhuwandu chinofanira kuenzaniswa nenguva imwechete gore rapera, uye ipapo kudiwa kwemakadhi evhidhiyo kwakapfuura nepamusoro pedenga kubva kune avo vakashandisa kuchera cryptocurrencies. Mukutaura zviri pamutemo, manejimendi e AMD aifanira kutaura nezvemamiriro ezvinhu aya kunyangwe achigadzira fungidziro yekota yechipiri yegore rino.

Saka, AMD yakakwanisa kuwana $ 1,27 bhiriyoni mukota yekutanga, iyo inodarika zvinotarisirwa nevanoongorora. Mutengo wekambani wekambani wakawedzera nezvikamu zvishanu kubva muzana mumaawa ekutanga mushure mekuziviswa kwehuwandu. Zvichienzaniswa nekota yekutanga yegore rapfuura, mari yakawanikwa yaive yakaderera ne23%, iyo kambani inopomera kuderera kwe34% muzvigadzirwa zvevatengi uye mari yemifananidzo kusvika kumadhora mamirioni mazana masere nemakumi maviri netatu. Asi mari kubva mukutengesa kweRyzen, EPYC processors uye magiraidhi processors evhavha inoshandisa kanopfuura kaviri gore-pa-gore.

Ngatitarisei maitiro makuru akaratidzirwa mumabasa echikamu che AMD chinokonzeresa kuburitswa kwezvigadzirwa zvevatengi uye mifananidzo:

• Mari yakaderera 26% YoY zvakanyanya nekuda kweGPUs
• Mari yakadzikira 16% pane zvakatevedzana nekuda kwekukanganisa kweCPUs

• Avhareji mutengo wekutengesa wevatengi processors wakawedzera zvakanyanya nekuda kwekuwedzera kwekutengesa kweRyzen mhuri processors
• Mukuenzanisa kwakatevedzana, avhareji mutengo wekutengesa wema processor wakakanganiswa nekudzikira kweavhareji mutengo wekutengesa wemamodhi.
• Avhareji mutengo wekutengesa weGPU wakawedzera gore-pa-gore nekuda kwepamusoro kutengesa mavhoriyamu e data center GPUs
• Mukuenzanisa-ne-parutivi, avhareji mutengo weGPU wakawedzera nekuda kwekuwedzera kwechikamu chezvigadzirwa zvinodhura muchimiro chekutengesa.

AMD yakakwanisa kuwana iyo Isiri-GAAP purofiti margin ye41%, inoenderana nekota yapfuura. Mukuenzanisa kwegore, purofiti yakawedzera nezvikamu zvishanu kubva muzana. Uku kusimba kwakasimudzirwa nekukura kukuru kweRyzen uye EPYC processors, pamwe neGPUs yemaseva application.

Mari yekushanda ye AMD yaive madhora mazana matatu nemasere uye mari yakasvika pamadhora gumi nematanhatu kubva paGAAP. Iwe haugone kutiza chaizvo, asi tinofanira kubvuma kuti kambani haisi pasi pekurasikirwa. Mari yekushandisa yeComputing uye Graphics yakadzikira nemadhora zana nemakumi maviri nemaviri pagore-pagore uye nemadhora makumi mapfumbamwe nemapfumbamwe emamiriyoni akatevedzana.

Chikamu cheEESC, chinopa zvigadzirwa zvemabhizinesi, mhinduro dzakamisikidzwa uye zvigadzirwa zvehafu-tsika, zvakaburitsa madhora mazana mana nemakumi mana nerimwe emamiriyoni emari muchikamu chekutanga. Iyi i441% isingasviki gore rapfuura, asi 17% kupfuura kota yapfuura. Kudzikira kwemari kunokanganiswa neiyo cyclical chimiro chekutengesa kwemitambo consoles inoshandisa AMD zvikamu. Nekudaro, kambani yakaita mutsara wakasiyana ichitaura kuti chizvarwa chinotevera Sony console ichashandisa mhinduro inosanganisa Zen 2 komputa cores neNavi graphics architecture. Mari inowanikwa kubva mukutengesa kwemaseva processors yakawedzera zvakanyanya zvichienzaniswa negore rapfuura; mune zvenyama, mavhoriyamu ekutengesa eEPYC processors akawedzerawo mukuenzanisa kwekota.

AMD yakapedza chikamu nemadhora bhiriyoni 1,2 mumari, kutsvagisa uye mari yekusimudzira yakaramba iri padanho rimwe chete, asi mutengo wekushambadzira uye wekushambadzira wakawedzera zvinooneka. Muchikamu chechipiri chegore rino, AMD inotarisira mari inosvika bhiriyoni imwe chete nemazana mashanu emadhora, inova 1,52% kupfuura zvakabuda mukota yekutanga, asi 19% yakaderera pane mari panguva imwe cheteyo gore rapfuura. Kana, mukuenzanisa kwekota, mari inofanira kukura kumativi ose, ipapo AMD inotsanangura maitiro asina kunaka kana ichienzaniswa negore rapera nemari yakaderera kubva pakutengeswa kwegirafu processors, "semi-custom products," uyewo chikamu chisingakoshi che "cryptocurrency. mari.”

Source: 3dnews.ru