AMD has been great, Now it is being trusted & Best Is Yet To Come

AMD 2017 Accomplishments To Drive Tech Headlines In 2018

AMD 2017 Accomplishments To Drive Tech Headlines In 2018

As some may believe that the bulk of that big gain wasn’t ultimately based on the merits of the company’s rekindling! AMD stocks are up 170% since the last trading day of last year, and is roughly three times the price it was trading at as of early April. Investors would be hard-pressed to find any other large cap name with such an impressive performance for the same timeframe.

Jefferies analyst Mark Lipacis recently upped his target on AMD stock to $30, The analyst noted “Intel’s delayed 10nm roadmap—originally targeted for 2016 launch in client and now pushed to 2H19—opens opportunities for AMD across the business.” Although some opportunities have been made by lack of accomplishments of AMD rivals, it does not mean that the huge gain wasn’t ultimately based on the AMD merits. AMD did well in crypto craze cause the Vega & radeon GPUs were performing better that the Nvidia’s in computing. AMD release of the new monster 32 core mainstream CPUs to level up the game in CPU count and normalizing 8 and 16 cores in CPU market expectation are great moves pushing Intel to try to level up themselves. The whole success story of the EPYC datacenter CPUs in 2017 and 2018 are just incredibly eye catching, and if it was made by another company it was signs for huge money to come in.


All the AMD Merits and bullish signs

In early 2018 we reported on many things we thought as bullish in 2018 for AMD such as datacenters and ryzen cpus and also the mining craze. But what are the new and upcoming bullish signs and advantages over rivals for AMD finishing 2018 and entering 2019.

  1. Great Leadership – Dr. Lisa Su and team
  2. 7nm technologies are already on their way to come out
  3. Architectural Design Brilliance
  4. Chiplets/Modularity/Infinity Fabric for Moore Performance
  5. Modularity+Infinity Fabric for Less Engineering Cost
  6. Modularity/Infinity Fabric Enables Unique Products
  7. Zhongshan Subor gaming console in Chinese market
  8. Microsoft Xbox
  9. Sony Playstation
  10. AMDs new generation of laptops and desktop APUs
  11. Tesla has discarded Nvidia GPUs for its new autonomous driving hardware. It is rumored that the new hardware is using AMD hardware with custom Tesla designed elements
  12. TAM++ :  AMD is shipping products this year across a larger TAM than any of it’s competitors.
  13. Semiconductor design is like driving a semi-trailer
  14. 7nm Rome Epyc “Monster” : 32/64 cores/threads per chip
  15. 7nm Vega X2 “Monster” : 7nm Vega has Infinity Fabric and can be run with MULTIPLE Vega chiplets in one GPU.
  16. Security: AMD did not as much nightmares on the CPU flaws in 2018
  17. NEW Markets AMD has/will enter 2017-2019: mid and high end desktop CPU market, mid and high end laptop market, Entire workstation market, Entire professional desktop market, Entire professional laptop market, high end GPU market, Entire datacenter server CPU market low middle and high end, AI market, Embedded Market
  18. Institutional Demand: Only 692 institutions own AMD vs 2789 who own INTC

Categories: AMD, Gaming News, Technology|

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Mohsen Daemi
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