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標題: [業界消息] Intel / AMD 2014 Q3 Result [打印本頁]

作者: qcmadness    時間: 2014-10-15 18:46     標題: Intel / AMD 2014 Q3 Result

http://www.intc.com/releasedetai ... pe=Financial%20News

http://files.shareholder.com/dow ... y_Q3_2014_final.pdf
引用:
都係corporate market帶動

http://ir.amd.com/phoenix.zhtml? ... icle&ID=1978751

http://phx.corporate-ir.net/Exte ... TF8VHlwZT0z&t=1
引用:
AMD都幾大鑊
作者: Puff    時間: 2014-10-20 11:46

amd: 2 semi-custom deals are secured. one x86 and one ARM. 16 first silicon ships. estimated aggregate 1 billion revenue over 3 yrs (ambiguity: per win or both wins combined??). will update the obsolete x86 server portfolio in the next couple of years.

rumor mill: low expectation on Carrizo's competitiveness, Nolan/Amur will suffer from GF20 & particularly low expectation on Nolan to grasp more profit in LP x86, Maxwell will have an edge of perf/watt throughout 15.

outlook: risk of returning to loss in short term, fair in long term if they can be in business till 2016H2. good news is all their debts are maturing beyond 16

[ 本帖最後由 Puff 於 2014-10-20 13:03 編輯 ]




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