AMD Scores Its Highest Server CPU Market Share in Years: Report

Isn't the stock already overvalued?

I took a equity analysis class my senior year in finance and we choose to analyze AMD for our final project. The space they are going after is so large they could easily be worth 300 but they will have to maintain strong growth for the next 5+ years. I think that they have a really good chance, at least as long as servers continue demanding x86 processors and they continue to compete with Nvidia

No

Nvidia is worth 4.3 times AMD. And I think AMD should be worth more since AMD isn't a one trick pony like Nvidia. AMD is also on track to surpass Nvidia in earnings in the next year or so as they are growing much faster.

I dunno, imo if AMD is overpriced, then how overpriced is Nvidia?

Everything is overvalued these days, thanks to money printer go brrrr and USD value going down.

Have no fear. Intel is literally too big to fail given its US-based fabs. While maybe not as sexy as AMD these days, it’s still a solid job to get (depending on the team though, to be sure). Good luck!

I will admit that I am an AMD fanboy. But why do people pretend that in a duoply Intel has a chance of going under any time soon. AMD didn't have anything competitive for top chip for years. You know how they competed? Price. Intel will do the same eventually once they start losing money vs market share.

Intel slashed 5K+ (don't remember how much exactly) jobs not so long ago. I don't see a reason why can't they do it again.

added to that Qualcomm being their customers up next

Good luck. Make a lot of money to invest in AMD

Isn’t that technically a conflict of interest? In companies with publicly traded stock, I’ve usually seen restrictions where you have to report to your employer if you own more than a certain dollar amount of a direct competitors stock.

Big brain move is to work for companies like ASML or KLA. Semiconductors are a good place to be in.

If it pays good money and the work environment isn't toxic, then so be it.

At the end of the day, AMD and Intel are just companies.

That sounds awesome! Good luck!

Intel dominates in plenty of other markets as well which people seem to forget about

Recently saw a classic Conan episode where he toured the Intel headquarters. Honestly looked like a horribly depressing boring work environment. Really hope it's changed since then .

Their Santa Clara museum was a nice place though.

Especially with that half-ton blob of silicon hanging from the ceiling.

I used to work for them. Good luck man.

Kodak, Bell Labs and many others too big to fail too!

IBM just doing virtual cache. AMD could try that

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Because it's easy to implement, if there is still a performance benefit after all the 3d cache they will throw around. 2 HBM stacks connected to the io die plus 8-12 chip dies.

A unified LLC on the IO die would be a fantastic buffer for memory I/O and reduce random access latency considerably while helping maintain cross-CCX concurrency.

I would not implement it as a victim cache, but instead as a cache for the IMC. It would play host to volatile and frequently accessed data which is presumably being shared between CCXes which would reduce thread synchronization costs. It wouldn't even need to be large - 8-16MB as fast as the L3 in a CCX would do wonders.

With a long term supply contracts being the standard in the industry, this decision will piss off the vendors while providing little to no sales. This is also how 3DFX went under.

What AMD can and should do is to develop GOOD reference platforms for its portfolio and give OEMs access to those platforms. Also, offer design guidance. But they are doing that already if they are half smart.

But the fact AMD has better performance for less money makes it a no brainer.

It isn't when we configure Dell systems, that is why we keep going Intel. The AMD CPU is cheaper, or you get more CPU, but then when you get to the additional items that is where you get screwed. Like the cheap SSDs that exist on Intel PowerEdge's aren't options on the AMD based ones. Or seemingly the same product costs 2/3x times more for the AMD system than the Intel system. So the AMD system ends up overall more expensive and we don't go that route.

You don't spend money to expand into another field with lower margins if you can still grow in your own. They got rid of their fabs to become more like a design studio and focus investments in chip R&D.

It isn't anyother field. It is the same field. AMD already makes server processors. They are #1, and have been for a while now. When buying any hardware AMD should be the obvious choice all the time and Intel would be the unique situational case. Yet resellers are not interested and are still doing what they can to not sell AMD.