Umbiko Wekota we-AMD: Impilo Ngemva Kwe-Cryptocurrency Rush

Ngeke kushiwo ukuthi "i-cryptocurrency factor" edume kabi yawa ngokuphelele emehlweni alabo abenze ukuhlaziya umbiko wekota wakamuva we-AMD namuhla, kodwa umthelela wayo ezimeni eziningi ubonakale unamandla kunalokho obekulindelwe. Ngakolunye uhlangothi, ikota yokuqala yalo nyaka ngezibalo kufanele iqhathaniswe nesikhathi esifanayo ngonyaka odlule, bese isidingo samakhadi wevidiyo sadlula ophahleni ngokunembile kulabo abawasebenzisa ukumba ama-cryptocurrencies. Ekuphawuleni okusemthethweni, abaphathi be-AMD bekumele babhekisele kulezi zimo ngisho nalapho benza isibikezelo sekota yesibili yalo nyaka.

Ngakho-ke, i-AMD ikwazile ukuzuza u-$1,27 billion ngekota yokuqala, okudlula lokho okulindelwe abahlaziyi. Intengo yamasheya yenkampani inyuke ngamaphesenti amahlanu emahoreni okuqala ngemuva kokumenyezelwa kwezibalo. Uma kuqhathaniswa nekota yokuqala yonyaka odlule, imali engenayo yehle ngo-23%, inkampani eyisola ngokwehla ngo-34% emikhiqizweni yabathengi kanye nemali engenayo yezithombe eya ku-$823. Ngokulandelana, imali engenayo ye-CPU yehle ngo-10%. Kodwa imali engenayo evela ekuthengisweni kwe-Ryzen, i-EPYC processors kanye nama-graphics processors okusetshenziswa kweseva ngaphezu kokuphindwe kabili unyaka nonyaka.

Ake sibheke izitayela eziphambili ezivezwe emisebenzini ye-AMD ebhekele ukukhishwa kwemikhiqizo yamakhasimende kanye nemifanekiso:

• Imali engenayo yehle ngo-26% YoY ngokuyinhloko ngenxa yama-GPU
• Imali engenayo yehle ngo-16% ngokulandelana ngenxa yomthelela wama-CPU

• Isilinganiso sentengo yokuthengisa yamaphrosesa amaklayenti sikhuphuke ikakhulukazi ngenxa yokwanda kokuthengiswa kwamaphrosesa omndeni wakwaRyzen
• Ngokuqhathanisa okulandelanayo, intengo yokuthengisa emaphakathi yamaphrosesa ibe nomthelela omubi ngenxa yokwehla kwenani lokuthengisa elimaphakathi lamamodeli eselula.
• Inani lokuthengisa elimaphakathi lama-GPU lenyuka unyaka nonyaka ngenxa yokuthengiswa okuphezulu kwama-GPU ezikhungo zedatha
• Uma kuqhathaniswa nehlangothi, inani lentengo le-GPU likhuphuke ngenxa yokwenyuka kwesabelo semikhiqizo ebiza kakhulu esakhiweni sokuthengisa.

I-AMD ikwazile ukuzuza imajini yenzuzo engeyona ye-GAAP yama-41%, ngokuhambisana nekota edlule. Uma kuqhathaniswa minyaka yonke, umkhawulo wenzuzo ukhuphuke ngamaphesenti amahlanu. Lokhu kuguquguquka kwagqugquzelwa ukuthandwa okukhulayo kwamaphrosesa we-Ryzen ne-EPYC, kanye nama-GPU wezinhlelo zokusebenza zeseva.

Imali engenayo yokusebenza kwe-AMD ibingamaRandi ayizigidi ezingama-38 kanti inzuzo isiyonke ifinyelele ku-$16 wezigidi ngokusekelwe ku-GAAP. Awukwazi ukubaleka ngempela, kodwa kufanele sivume ukuthi inkampani ayikho ngaphansi kokulahlekelwa ngokusemthethweni. Imali engenayo yokusebenza kwengxenye yeComputing and Graphics yehle ngezigidi ezingu-122 zamaRandi unyaka nonyaka futhi ngezigidi ezingu-$99 ngokulandelana.

Uphiko lwe-EESC, oluhlinzeka ngemikhiqizo yebhizinisi, izixazululo ezishumekiwe kanye nemikhiqizo eyenziwe ngokwesiko, yenze imali eyizigidi ezingama- $441 ngekota yokuqala. Lokhu kungaphansi ngo-17% kunonyaka odlule, kodwa ngo-2% ngaphezu kwekota edlule. Ukwehla kwemali engenayo kuthintwa umjikelezo wokuthengiswa kwamakhonsoli egeyimu asebenzisa izingxenye ze-AMD. Kodwa-ke, inkampani yenza umugqa ohlukile osho ukuthi isizukulwane esilandelayo se-Sony console sizosebenzisa isisombululo esihlanganisa amakhompiyutha e-Zen 2 ne-Navi graphics architecture. Imali engenayo evela ekuthengisweni kwamaphrosesa weseva inyuke kakhulu uma iqhathaniswa nonyaka odlule; ngokwemibandela engokwenyama, amanani okuthengiswa kwamaphrosesa e-EPYC nawo ande ngokuqhathaniswa nekota.

I-AMD iqede ikota ngemali engu-$1,2 billion, izindleko zocwaningo nezentuthuko zahlala zisezingeni elifanayo, kodwa izindleko zokumaketha nezokukhangisa zenyuka ngokuphawulekayo. Ngekota yesibili yalo nyaka, i-AMD ilindele imali eyizigidi eziyizinkulungwane ezingu-1,52 zamaRandi, okungu-19% ngaphezu kwemiphumela yekota yokuqala, kodwa ingaphansi ngo-13% kunemali engenayo ngesikhathi esifanayo ngonyaka odlule. Uma, ngokuqhathanisa ngekota, imali engenayo kufanele ikhule kuzo zonke izinhlangothi, khona-ke i-AMD ichaza ukuguquguquka okungalungile uma kuqhathaniswa nonyaka odlule ngemali engenayo ephansi evela ekuthengisweni kwama-graphics processors, "imikhiqizo ye-semi-custom," kanye nesabelo esingabalulekile "se-cryptocurrency. imali engenayo.”

Source: 3dnews.ru