Stefan Mileschin

No notebooks and slim EPYC

AMD got mostly positive comments on its financial performance in Q2 18, and it did a great job having the highest quarter in five years. The logic behind this data is that AMD had more than five years of very weak product portfolio to sell especially in desktop/data center and since early 2017 they finally have Ryzen on desktop and EPYC on the data center side.

AMD had decent graphics to sell and this last quarter it still gained a bit from the crypto mania that is finally dramatically slowing down but has a very weak GPU roadmap in the future.

In order to make data center great again, AMD seems to have killed graphics in the process. All is not lost, it will have Navi at some point, most likely in the latter part of 2019 but this 7nm chip will be a mainstream device and we are sure that Nvidia will have something to fight the Navi with - it always had, at least in the last decade.

Let’s give AMD some credit, it did recover from an unimaginable abyss but having Ryzen desktop and Treadripper toy is not enough to make decent margins. AMD’s margins are still slim and will stay that way for a while. Just compare AMD's to Nvidia’s or Intel’s margins and you will get the whole picture.

AMD has EPYC, a great piece of hardware that will get them some data center business. When we say some, Intel won’t feel a dramatical data center decline because AMD is so great. Big data centers take years to take new products from a manufacturer that didn’t really have a competitive chip for more than ten years.

https://fudzilla.com/news/pc-hardwar...ut-margins-low