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Thread: AMD's Q2 2020 results strong with record laptop, server chip sales

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    AMD's Q2 2020 results strong with record laptop, server chip sales

    Zen 4 is "in the lab and looking good," and will be fabricated on 5nm.
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    Re: AMD's Q2 2020 results strong with record laptop, server chip sales

    I think something more impressive (unless I'm reading it wrong, i'm not wholly financially savvy) but AMD is still writing their debt off hand over fist.

    They have managed to write off 75% of their debt since 2015 and on their current trajectory they'll have written off their red book debt from nearly a decade past within a year. That is quite exciting because then there'll be no spectre cutting into their margins with no gains.

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    Re: AMD's Q2 2020 results strong with record laptop, server chip sales

    It's good

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    Re: AMD's Q2 2020 results strong with record laptop, server chip sales

    RetiredEngineer on Twitter linked the whole slide deck:
    https://ir.amd.com/static-files/fd06...9-5a469d96012d


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    Re: AMD's Q2 2020 results strong with record laptop, server chip sales

    Quote Originally Posted by Tabbykatze View Post
    I think something more impressive (unless I'm reading it wrong, i'm not wholly financially savvy) but AMD is still writing their debt off hand over fist.

    They have managed to write off 75% of their debt since 2015 and on their current trajectory they'll have written off their red book debt from nearly a decade past within a year. That is quite exciting because then there'll be no spectre cutting into their margins with no gains.
    Very impressive, but there literally is that much money in it.

    When they finally pay it off, this will obviously go in the pot with the rest of the cash going forward (very rough description).

    Even then, these amounts are absolutely chump change in the scheme of things. I see AMD being very, very financially healthy very soon.

    Intel must really be trembling, keeping AMD without funds, was one of the biggest tools they had to suppress competition.

    Given they're struggling as it is, once the financial distribution is flipped, it will likely get much worse, much more quickly.

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    Re: AMD's Q2 2020 results strong with record laptop, server chip sales

    And I so nearly bought AMD shares a few years ago..

    Nice to see them kicking both Intel and NVidia though, competition is gooood.

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    Re: AMD's Q2 2020 results strong with record laptop, server chip sales

    Quote Originally Posted by [GSV]Trig View Post
    And I so nearly bought AMD shares a few years ago..

    Nice to see them kicking both Intel and NVidia though, competition is gooood.
    Are they kicking Nvidia? Intel are clearly struggling, but it just feels like Nvidia have been having a nice nap and just not bothering.

    The recent driver AMD issues have been a bit disturbing too, though I haven't heard complaints for a while. Does that mean they are fixed?

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