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válasz Petykemano #2055 üzenetére
> Ez Nekem azt sugallja, hogy tényleg kipöckölték őket a 7nm
> kapacitásokból,
Lisa tagadja ... ( vagy legalábbis nem ismeri be nyilvánosan a befektetőknek )When an analyst asked about the availability of 7nm wafers, Lisa Su said, “We essentially ramped three full product families, Ryzen, EPYC, as well as our Radeon Gaming product families in the third quarter and it went very well. And going into the fourth quarter and into 2020, I think, we feel very good about the availability of Rome, as well as the rest of our products.
Su’s statement reassures investors that AMD won’t face any supply shortage for its 7nm products in the near future. She also hinted that AMD will launch new products across its customer base in the fourth quarter and the first half of next year. Some of its upcoming products include its high-end desktop Ryzen Threadripper and Ryzen 9 3950X in November, 7nm Ryzen Mobile CPUs, and 7nm high-end Navi GPU for next-generation game consoles.
"ami még érdekes; hogy nem repül még rá az AMD az olcsó szegmensre .. prémiumban versenyzik.
"This statement clarified that Intel’s supply constraints at lower-margin CPUs didn’t boost CPU volumes for AMD. In fact, it’s competing with Intel for higher-margin CPUs. This competition probably encouraged Intel and NVIDIA to start a price war with AMD."
https://articles2.marketrealist.com/2019/10/lisa-su-addresses-analysts-concerns-amd/
Mottó: "A verseny jó!"
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