Imali engenayo yonyaka ye-AMD ingadlula ama- $ 10 billion ngo-2023

Ukuhlaziywa kwakamuva kweFomu 13F kuvezile ukuthola, ukuthi engxenyeni yesithathu abatshalizimali bezikhungo babonise intshisekelo eyengeziwe “ezikhundleni ezinde” kumasheya e-AMD. Lokhu kuphakamisa ukuthi abatshalizimali abangochwepheshe bayazethemba emandleni enkampani okukhulisa imali engenayo kanye nenzuzo uma kuqhathaniswa namazinga amanje.

Abanye ochwepheshe baqhubekela phambili, nasemakhasini ezinsiza Ukufuna i-Alpha ichaze isimo esicatshangelwayo lapho i-AMD ikwazile ukukhulisa imali engenayo yonyaka yaba ngaphezu kwezigidigidi eziyi-10 zamaRandi.

Ekupheleni kwalo nyaka, i-AMD ihlela ukuzuza cishe amaRandi ayizigidi eziyizinkulungwane ezingu-6,7. Cishe ingxenye yesithathu yale mali izofika engxenyeni yesine, futhi umshayeli oyinhloko wemali engenayo yekota kuzoba ukuthengiswa okukhulayo kwabathengi nama-server processors. Ukukhulisa imali engenayo eminyakeni ezayo, i-AMD kuzodingeka iqinise isikhundla sayo ezimakethe ezibalulekile, ikhiphe izimbangi ezifana ne-Intel ne-NVIDIA.

Ngokusho kochwepheshe be-Rosenblatt Securities, inkampani kuzodingeka ithathe okungenani i-25% yemakethe yedeskithophu kanye neseva ukuze ikhulise imali engenayo yonyaka ibe ngu-$ 15 billion. Esigabeni seseva, ukufeza lo mgomo akubonakali kumnandi kakhulu, kodwa ingxenye yabathengi ingokoqobo nakakhulu. Engxenyeni yephrosesa yedeskithophu, i-AMD isivele ilawula u-18% wemakethe; engxenyeni ye-laptop, isabelo sayo aseqi ku-15%. Iningi labahlaziyi bezimboni liyavuma ukuthi i-AMD izozuza imali engenayo yonyaka engaphezu kwezigidigidi eziyi-10 zamarandi okokuqala ngqa ekupheleni kuka-2023.

Izibalo zibonisa ukuthi isilinganiso sezindleko nenzuzo sihlala siyisici esikhawulela ekwandeni kwebhizinisi le-AMD. Abaphathi benkampani banentshisekelo yokuqinisekisa ukuthi isabelo sezindleko asidluli u-30% wemali engenayo. Ukukhuluma nje, inkampani manje ayikwazi ukusebenzisa imali engaphezu kwezigidi eziyizinkulungwane ezimbili zamaRandi ngonyaka.

Kodwa uma imali engenayo ifinyelela ku-$15 billion, i-AMD izozivumela ngisho nokunciphisa kancane isabelo sezindleko zokusebenza, sifinyelele cishe ku-25% wemali engenayo. Ngesikhathi esifanayo, izoba nesabelomali esilinganiselwa ku-$ 3,75 billion, esiphezulu kakhulu kunezinga lamanje lokusebenzisa imali.

I-AMD nayo inentshisekelo yokwandisa umkhawulo wayo wenzuzo - okwamanje lesi sibalo sisondele ku-40%, kodwa ngaphansi kwezimo ezivumayo singakhushulelwa ku-55%, kusho abahlaziyi. Ngakho-ke, ngokuthola ukulawula kwekota yezimakethe zabathengi neziseva, i-AMD izoba namathuba engeziwe okuthuthukiswa.

Source: 3dnews.ru