• Welcome to TechPowerUp Forums, Guest! Please check out our forum guidelines for info related to our community.

AMD Updates Second Quarter Outlook

btarunr

Editor & Senior Moderator
Staff member
Joined
Oct 9, 2007
Messages
46,362 (7.68/day)
Location
Hyderabad, India
System Name RBMK-1000
Processor AMD Ryzen 7 5700G
Motherboard ASUS ROG Strix B450-E Gaming
Cooling DeepCool Gammax L240 V2
Memory 2x 8GB G.Skill Sniper X
Video Card(s) Palit GeForce RTX 2080 SUPER GameRock
Storage Western Digital Black NVMe 512GB
Display(s) BenQ 1440p 60 Hz 27-inch
Case Corsair Carbide 100R
Audio Device(s) ASUS SupremeFX S1220A
Power Supply Cooler Master MWE Gold 650W
Mouse ASUS ROG Strix Impact
Keyboard Gamdias Hermes E2
Software Windows 11 Pro
AMD today announced that revenue for the second quarter ended June 27, 2015 is expected to be lower than previously guided. The company now expects second quarter revenue to decrease approximately 8 percent sequentially, compared to the previous guidance of down 3 percent, plus or minus 3 percent. The sequential decrease is primarily due to weaker than expected consumer PC demand impacting the company's Original Equipment Manufacturer (OEM) APU sales. The company expects second quarter channel sales and channel inventory reduction efforts to be in-line with the company's plans.

The company anticipates non-GAAP gross margin to be approximately 28 percent, compared to the previous non-GAAP guidance of approximately 32 percent primarily due to a higher mix of Enterprise, Embedded and Semi-Custom segment sales and lower than anticipated Computing and Graphics segment APU unit volumes due to weaker than expected OEM PC product demand. Additionally the company anticipates GAAP gross margin to be further impacted by a one-time charge of approximately $33 million associated with a technology node transition from 20 nanometer (nm) to FinFET. The company started several product designs in 20 nm that will instead transition to the leading-edge FinFET node.

Cash and cash equivalents at the end of the second quarter are expected to be approximately $830 million, in line with expectations.

AMD will report second quarter 2015 results after market close on Thursday, July 16, 2015. AMD will hold a conference call for the financial community at 2:30 p.m. PT (5:30 p.m. ET) that day to discuss second quarter financial results and to provide information regarding expected third quarter results. AMD will provide a real-time audio broadcast of the teleconference on the Investor Relations page. The webcast will be available for 10 days after the conference call.

View at TechPowerUp Main Site
 

FordGT90Concept

"I go fast!1!11!1!"
Joined
Oct 13, 2008
Messages
26,259 (4.63/day)
Location
IA, USA
System Name BY-2021
Processor AMD Ryzen 7 5800X (65w eco profile)
Motherboard MSI B550 Gaming Plus
Cooling Scythe Mugen (rev 5)
Memory 2 x Kingston HyperX DDR4-3200 32 GiB
Video Card(s) AMD Radeon RX 7900 XT
Storage Samsung 980 Pro, Seagate Exos X20 TB 7200 RPM
Display(s) Nixeus NX-EDG274K (3840x2160@144 DP) + Samsung SyncMaster 906BW (1440x900@60 HDMI-DVI)
Case Coolermaster HAF 932 w/ USB 3.0 5.25" bay + USB 3.2 (A+C) 3.5" bay
Audio Device(s) Realtek ALC1150, Micca OriGen+
Power Supply Enermax Platimax 850w
Mouse Nixeus REVEL-X
Keyboard Tesoro Excalibur
Software Windows 10 Home 64-bit
Benchmark Scores Faster than the tortoise; slower than the hare.
Poor AMD...literally. :(
 
Joined
Sep 7, 2011
Messages
2,785 (0.60/day)
Location
New Zealand
System Name MoneySink
Processor 2600K @ 4.8
Motherboard P8Z77-V
Cooling AC NexXxos XT45 360, RayStorm, D5T+XSPC tank, Tygon R-3603, Bitspower
Memory 16GB Crucial Ballistix DDR3-1600C8
Video Card(s) GTX 780 SLI (EVGA SC ACX + Giga GHz Ed.)
Storage Kingston HyperX SSD (128) OS, WD RE4 (1TB), RE2 (1TB), Cav. Black (2 x 500GB), Red (4TB)
Display(s) Achieva Shimian QH270-IPSMS (2560x1440) S-IPS
Case NZXT Switch 810
Audio Device(s) onboard Realtek yawn edition
Power Supply Seasonic X-1050
Software Win8.1 Pro
Benchmark Scores 3.5 litres of Pale Ale in 18 minutes.
Joined
Nov 4, 2005
Messages
11,683 (1.73/day)
System Name Compy 386
Processor 7800X3D
Motherboard Asus
Cooling Air for now.....
Memory 64 GB DDR5 6400Mhz
Video Card(s) 7900XTX 310 Merc
Storage Samsung 990 2TB, 2 SP 2TB SSDs and over 10TB spinning
Display(s) 56" Samsung 4K HDR
Audio Device(s) ATI HDMI
Mouse Logitech MX518
Keyboard Razer
Software A lot.
Benchmark Scores Its fast. Enough.
Joined
Sep 7, 2011
Messages
2,785 (0.60/day)
Location
New Zealand
System Name MoneySink
Processor 2600K @ 4.8
Motherboard P8Z77-V
Cooling AC NexXxos XT45 360, RayStorm, D5T+XSPC tank, Tygon R-3603, Bitspower
Memory 16GB Crucial Ballistix DDR3-1600C8
Video Card(s) GTX 780 SLI (EVGA SC ACX + Giga GHz Ed.)
Storage Kingston HyperX SSD (128) OS, WD RE4 (1TB), RE2 (1TB), Cav. Black (2 x 500GB), Red (4TB)
Display(s) Achieva Shimian QH270-IPSMS (2560x1440) S-IPS
Case NZXT Switch 810
Audio Device(s) onboard Realtek yawn edition
Power Supply Seasonic X-1050
Software Win8.1 Pro
Benchmark Scores 3.5 litres of Pale Ale in 18 minutes.
Joined
Sep 6, 2013
Messages
2,976 (0.77/day)
Location
Athens, Greece
System Name 3 desktop systems: Gaming / Internet / HTPC
Processor Ryzen 5 5500 / Ryzen 5 4600G / FX 6300 (12 years latter got to see how bad Bulldozer is)
Motherboard MSI X470 Gaming Plus Max (1) / MSI X470 Gaming Plus Max (2) / Gigabyte GA-990XA-UD3
Cooling Νoctua U12S / Segotep T4 / Snowman M-T6
Memory 16GB G.Skill RIPJAWS 3600 / 16GB G.Skill Aegis 3200 / 16GB Kingston 2400MHz (DDR3)
Video Card(s) ASRock RX 6600 + GT 710 (PhysX)/ Vega 7 integrated / Radeon RX 580
Storage NVMes, NVMes everywhere / NVMes, more NVMes / Various storage, SATA SSD mostly
Display(s) Philips 43PUS8857/12 UHD TV (120Hz, HDR, FreeSync Premium) ---- 19'' HP monitor + BlitzWolf BW-V5
Case Sharkoon Rebel 12 / Sharkoon Rebel 9 / Xigmatek Midguard
Audio Device(s) onboard
Power Supply Chieftec 850W / Silver Power 400W / Sharkoon 650W
Mouse CoolerMaster Devastator III Plus / Coolermaster Devastator / Logitech
Keyboard CoolerMaster Devastator III Plus / Coolermaster Devastator / Logitech
Software Windows 10 / Windows 10 / Windows 7
Really bad news for
AMD fans
Intel fans
Nvidia fans
 
Joined
Aug 20, 2007
Messages
20,773 (3.41/day)
System Name Pioneer
Processor Ryzen R9 7950X
Motherboard GIGABYTE Aorus Elite X670 AX
Cooling Noctua NH-D15 + A whole lotta Sunon and Corsair Maglev blower fans...
Memory 64GB (4x 16GB) G.Skill Flare X5 @ DDR5-6000 CL30
Video Card(s) XFX RX 7900 XTX Speedster Merc 310
Storage 2x Crucial P5 Plus 2TB PCIe 4.0 NVMe SSDs
Display(s) 55" LG 55" B9 OLED 4K Display
Case Thermaltake Core X31
Audio Device(s) TOSLINK->Schiit Modi MB->Asgard 2 DAC Amp->AKG Pro K712 Headphones or HDMI->B9 OLED
Power Supply FSP Hydro Ti Pro 850W
Mouse Logitech G305 Lightspeed Wireless
Keyboard WASD Code v3 with Cherry Green keyswitches + PBT DS keycaps
Software Gentoo Linux x64
Joined
Mar 24, 2012
Messages
528 (0.12/day)
So what happened to the cries of outrage at TSMC's incompetence and wishes/predictions of AMD rise to dominance on the back of GloFo? Is that on hold for the week?

Before Fury X comes out there were a lot of talk about Fiji will use GF 28nm process and some even treat it as a fact. In the end AMD still depending on TSMC when it comes to gpu.
 
Joined
Apr 29, 2014
Messages
4,180 (1.15/day)
Location
Texas
System Name SnowFire / The Reinforcer
Processor i7 10700K 5.1ghz (24/7) / 2x Xeon E52650v2
Motherboard Asus Strix Z490 / Dell Dual Socket (R720)
Cooling RX 360mm + 140mm Custom Loop / Dell Stock
Memory Corsair RGB 16gb DDR4 3000 CL 16 / DDR3 128gb 16 x 8gb
Video Card(s) GTX Titan XP (2025mhz) / Asus GTX 950 (No Power Connector)
Storage Samsung 970 1tb NVME and 2tb HDD x4 RAID 5 / 300gb x8 RAID 5
Display(s) Acer XG270HU, Samsung G7 Odyssey (1440p 240hz)
Case Thermaltake Cube / Dell Poweredge R720 Rack Mount Case
Audio Device(s) Realtec ALC1150 (On board)
Power Supply Rosewill Lightning 1300Watt / Dell Stock 750 / Brick
Mouse Logitech G5
Keyboard Logitech G19S
Software Windows 11 Pro / Windows Server 2016
Lack of OEM's OP...

They may get a bolster later in the year depending on GPU sales but so far they really have not done much this year. A sale is looking more and more imminent...
 
Joined
Apr 16, 2010
Messages
2,067 (0.40/day)
System Name The Stone that the Builders Refused / iJayo
Processor R5 1600/ R7 3700X
Motherboard Asrock AB350 Pro4 / Asus Rog Strix B450-F gaming
Cooling Cryorig M9 / Noctua NH-D14
Memory G skill 16 Gigs ddr4 / 16 gigs PNY ddr4
Video Card(s) Nvdia GTX 660 / Nvidia RTX 2070 Super
Storage 120gig 840 evo, 120gig adata sp900 / 1tb Mushkin M.2 ssd 1 & 3 tb seagate hdd, 120 gig Hyper X ssd
Display(s) 42" Nec retail display monitor/ 34" Dell curved 165hz monitor
Case Pink Enermax Ostrog / Phanteks Enthoo Evolv Tempered Glass edition
Audio Device(s) Altec Lansing Expressionist Bass/ M-Audio monitors
Power Supply Corsair450 / Be Quiet Dark Power Pro 650
Mouse corsair vengence M65 / Zalman Knossos
Keyboard corsair k95 / Roccat Vulcan 121
Software Window 10 pro / Windows 10 pro
Benchmark Scores meh... feel me on the battle field!
.....maybe a buy out would not be bad. New capital, management and direction.
 
Joined
Jul 10, 2009
Messages
467 (0.09/day)
Location
TR
Processor C2duo e6750@ 2800mhz
Motherboard GA-P43T-ES3G
Cooling Xigmatek S1283
Memory 2x2Gb Kingstone HyperX DDR3 1600 (KHX1600C9D3K2/4GX )
Video Card(s) HIS HD 6870
Storage samsung HD103SJ
Case Xigmatek Utgard
Audio Device(s) X-FI Titanium Pci-e
Power Supply Xigmatek NRP-PC702 700W
Software win7 ultimate -64bit
Problem is their x86 license is not transferable , anyone planning to buy AMD need permission from intel first.

.....maybe a buy out would not be bad. New capital, management and direction.
 
Joined
Apr 16, 2010
Messages
2,067 (0.40/day)
System Name The Stone that the Builders Refused / iJayo
Processor R5 1600/ R7 3700X
Motherboard Asrock AB350 Pro4 / Asus Rog Strix B450-F gaming
Cooling Cryorig M9 / Noctua NH-D14
Memory G skill 16 Gigs ddr4 / 16 gigs PNY ddr4
Video Card(s) Nvdia GTX 660 / Nvidia RTX 2070 Super
Storage 120gig 840 evo, 120gig adata sp900 / 1tb Mushkin M.2 ssd 1 & 3 tb seagate hdd, 120 gig Hyper X ssd
Display(s) 42" Nec retail display monitor/ 34" Dell curved 165hz monitor
Case Pink Enermax Ostrog / Phanteks Enthoo Evolv Tempered Glass edition
Audio Device(s) Altec Lansing Expressionist Bass/ M-Audio monitors
Power Supply Corsair450 / Be Quiet Dark Power Pro 650
Mouse corsair vengence M65 / Zalman Knossos
Keyboard corsair k95 / Roccat Vulcan 121
Software Window 10 pro / Windows 10 pro
Benchmark Scores meh... feel me on the battle field!
Problem is their x86 license is not transferable , anyone planning to buy AMD need permission from intel first.

....so intel makes even more money no matter what.....even if Amd new owners brings amd on par with intel. Im sure intel wont protest...they prob got like 3 generations of new products they're sitting on because there is no reason to release them yet.
 
Joined
Sep 6, 2013
Messages
2,976 (0.77/day)
Location
Athens, Greece
System Name 3 desktop systems: Gaming / Internet / HTPC
Processor Ryzen 5 5500 / Ryzen 5 4600G / FX 6300 (12 years latter got to see how bad Bulldozer is)
Motherboard MSI X470 Gaming Plus Max (1) / MSI X470 Gaming Plus Max (2) / Gigabyte GA-990XA-UD3
Cooling Νoctua U12S / Segotep T4 / Snowman M-T6
Memory 16GB G.Skill RIPJAWS 3600 / 16GB G.Skill Aegis 3200 / 16GB Kingston 2400MHz (DDR3)
Video Card(s) ASRock RX 6600 + GT 710 (PhysX)/ Vega 7 integrated / Radeon RX 580
Storage NVMes, NVMes everywhere / NVMes, more NVMes / Various storage, SATA SSD mostly
Display(s) Philips 43PUS8857/12 UHD TV (120Hz, HDR, FreeSync Premium) ---- 19'' HP monitor + BlitzWolf BW-V5
Case Sharkoon Rebel 12 / Sharkoon Rebel 9 / Xigmatek Midguard
Audio Device(s) onboard
Power Supply Chieftec 850W / Silver Power 400W / Sharkoon 650W
Mouse CoolerMaster Devastator III Plus / Coolermaster Devastator / Logitech
Keyboard CoolerMaster Devastator III Plus / Coolermaster Devastator / Logitech
Software Windows 10 / Windows 10 / Windows 7
Being a Greek and looking at AMD this period is like disaster in stereo.
 
Joined
Mar 24, 2012
Messages
528 (0.12/day)
....so intel makes even more money no matter what.....even if Amd new owners brings amd on par with intel. Im sure intel wont protest...they prob got like 3 generations of new products they're sitting on because there is no reason to release them yet.

Honestly i'm not sure about that. Why intel so desperately to bar nvidia from getting x86 license despite knowing nvidia already going for ARM for their cpu? I dare to bet if big company like samsung or qualcom interested with x86 license intel will not going to sit tight and just give them permission to use x86.
 
Joined
Nov 4, 2005
Messages
11,683 (1.73/day)
System Name Compy 386
Processor 7800X3D
Motherboard Asus
Cooling Air for now.....
Memory 64 GB DDR5 6400Mhz
Video Card(s) 7900XTX 310 Merc
Storage Samsung 990 2TB, 2 SP 2TB SSDs and over 10TB spinning
Display(s) 56" Samsung 4K HDR
Audio Device(s) ATI HDMI
Mouse Logitech MX518
Keyboard Razer
Software A lot.
Benchmark Scores Its fast. Enough.
So what happened to the cries of outrage at TSMC's incompetence and wishes/predictions of AMD rise to dominance on the back of GloFo? Is that on hold for the week?


It was supposed to have a ?

Both sets of companies GloFlo, and TSMC, and Nvidia, and AMD have been suffering the poor implementation of nodes and processes.

At this point I don't foresee AMD taking the lead back from anyone, instead if they work hard and catch a break with good designs and a good process they may be able to return to profitability next year, but that is going to require a lot of ground work, some early samples given out of Zen and any new process GPUs. At this point they are profitable with the chips they make for the consoles, some technology royalties, and the initial unique sales of Fury and residual sales of older tech. None of which is profitable enough to support the organization they have in place.


Those are the facts from what I can see. What i would like to see is a pure graphics card released, with gaming performance being the primary goal, not compute as well. Then have them release a cheap low power core with a few shaders and the UVD module on it they can strap on to lower power consumption on high end cards, and to make low power cards with. Then get Zen out, even on the older node at a quad core with SMT but with the higher IPC needed to perform, even with higher power consumption. People will buy it if the performance is there and its not a server spinoff chip.
 
Joined
Sep 7, 2011
Messages
2,785 (0.60/day)
Location
New Zealand
System Name MoneySink
Processor 2600K @ 4.8
Motherboard P8Z77-V
Cooling AC NexXxos XT45 360, RayStorm, D5T+XSPC tank, Tygon R-3603, Bitspower
Memory 16GB Crucial Ballistix DDR3-1600C8
Video Card(s) GTX 780 SLI (EVGA SC ACX + Giga GHz Ed.)
Storage Kingston HyperX SSD (128) OS, WD RE4 (1TB), RE2 (1TB), Cav. Black (2 x 500GB), Red (4TB)
Display(s) Achieva Shimian QH270-IPSMS (2560x1440) S-IPS
Case NZXT Switch 810
Audio Device(s) onboard Realtek yawn edition
Power Supply Seasonic X-1050
Software Win8.1 Pro
Benchmark Scores 3.5 litres of Pale Ale in 18 minutes.
It was both rhetorical, and a reference to a story posted earlier in the day:
Additionally the company anticipates GAAP gross margin to be further impacted by a one-time charge of approximately $33 million associated with a technology node transition from 20 nanometer (nm) to FinFET.
Since Globalfoundries 20nm LPM has been unceremoniously knifed in a back alley, AMD has taken an impairment charge 0f $33 million to rework its logic for GloFo's (Samsung licenced) 14nmFF process.
 
Joined
Feb 21, 2014
Messages
1,383 (0.37/day)
Location
Alabama, USA
Processor 5900x
Motherboard MSI MEG UNIFY
Cooling Arctic Liquid Freezer 2 360mm
Memory 4x8GB 3600c16 Ballistix
Video Card(s) EVGA 3080 FTW3 Ultra
Storage 1TB SX8200 Pro, 2TB SanDisk Ultra 3D, 6TB WD Red Pro
Display(s) Acer XV272U
Case Fractal Design Meshify 2
Power Supply Corsair RM850x
Mouse Logitech G502 Hero
Keyboard Ducky One 2
People have been talking about AMD buyouts since 2012. Sure, it might happen, but it probably won't any time soon.
 
Joined
Nov 4, 2005
Messages
11,683 (1.73/day)
System Name Compy 386
Processor 7800X3D
Motherboard Asus
Cooling Air for now.....
Memory 64 GB DDR5 6400Mhz
Video Card(s) 7900XTX 310 Merc
Storage Samsung 990 2TB, 2 SP 2TB SSDs and over 10TB spinning
Display(s) 56" Samsung 4K HDR
Audio Device(s) ATI HDMI
Mouse Logitech MX518
Keyboard Razer
Software A lot.
Benchmark Scores Its fast. Enough.
Common practice in big business is to kill profits and milk it for cash so it's cheaper to buy, then come in and take over.


Or this could be AMD being used to launder money for other uses where the same owners have major shares in the foundry and the company.

I may have to buy a few shares at this new lower price in case of a buyout, or for shits and giggles.
 

Aquinus

Resident Wat-man
Joined
Jan 28, 2012
Messages
13,147 (2.94/day)
Location
Concord, NH, USA
System Name Apollo
Processor Intel Core i9 9880H
Motherboard Some proprietary Apple thing.
Memory 64GB DDR4-2667
Video Card(s) AMD Radeon Pro 5600M, 8GB HBM2
Storage 1TB Apple NVMe, 4TB External
Display(s) Laptop @ 3072x1920 + 2x LG 5k Ultrafine TB3 displays
Case MacBook Pro (16", 2019)
Audio Device(s) AirPods Pro, Sennheiser HD 380s w/ FIIO Alpen 2, or Logitech 2.1 Speakers
Power Supply 96w Power Adapter
Mouse Logitech MX Master 3
Keyboard Logitech G915, GL Clicky
Software MacOS 12.1

rtwjunkie

PC Gaming Enthusiast
Supporter
Joined
Jul 25, 2008
Messages
13,909 (2.42/day)
Location
Louisiana -Laissez les bons temps rouler!
System Name Bayou Phantom
Processor Core i7-8700k 4.4Ghz @ 1.18v
Motherboard ASRock Z390 Phantom Gaming 6
Cooling All air: 2x140mm Fractal exhaust; 3x 140mm Cougar Intake; Enermax T40F Black CPU cooler
Memory 2x 16GB Mushkin Redline DDR-4 3200
Video Card(s) EVGA RTX 2080 Ti Xc
Storage 1x 500 MX500 SSD; 2x 6TB WD Black; 1x 4TB WD Black; 1x400GB VelRptr; 1x 4TB WD Blue storage (eSATA)
Display(s) HP 27q 27" IPS @ 2560 x 1440
Case Fractal Design Define R4 Black w/Titanium front -windowed
Audio Device(s) Soundblaster Z
Power Supply Seasonic X-850
Mouse Coolermaster Sentinel III (large palm grip!)
Keyboard Logitech G610 Orion mechanical (Cherry Brown switches)
Software Windows 10 Pro 64-bit (Start10 & Fences 3.0 installed)
....so intel makes even more money no matter what.....even if Amd new owners brings amd on par with intel. Im sure intel wont protest...they prob got like 3 generations of new products they're sitting on because there is no reason to release them yet.

I'm thinking it's the opposite, and they are sitting on nothing. I think Intel has gotten lazy, and a serious competition would belt them back behind AMD again like the late 90's and early 2000's. It literally would take competition like that to force Intel to truly innovate leap ahead again in the CPU race.
 
Top