[情报] EPYC ROME 8/7上市

楼主: ty67 (请站内信)   2019-07-31 10:57:48
Advanced Micro Devices, Inc. (AMD) CEO Lisa Su on Q2 2019 Results - Earnings C
all Transcript $AMD
https://seekingalpha.com/article/4279298
AMD电话会议
1.8/7 ROME上市
2.7nm产品毛利超过50%
https://i.imgur.com/8LqppX0.jpg
3.三星给Radeon 的license fee 今年是1亿美元
https://i.imgur.com/o59kX0R.jpg
4.high end NAVI跟mobile 7nm CPU
下季还是下下季发布?
https://i.imgur.com/9ovCftG.jpg
5.未来4-6季server占有率从5%到达双位数
https://i.imgur.com/57z3ZZA.jpg
作者: electronicyi (電子益)   2019-07-31 11:29:00
毛利这么高哦
作者: qweertyui891 (摸鱼厨师)   2019-07-31 13:14:00
明明全都是同一颗7nmDie,体质越好越贵
作者: shinjikawuru (pinky)   2019-07-31 15:57:00
终于知道INTEL有多爽赚 难怪一拖再拖

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