[其他] 另一篇AMD Lisa Su专访 彭博

楼主: moss18 (randy)   2019-08-13 23:15:06
https://www.bloomberg.com/news/articles/2019-08-13/amd-long-intel-s-punching-b
ag-finally-has-a-chance-to-compete
https://tinyurl.com/y54jn3le
精华在最后一段
https://i.imgur.com/XaLGYRG.jpg
The CEO and her team say they aren’t taking their momentary advantage for gra
nted, or fooling themselves about the challenges ahead—like that other 96.6%
of the server-chip market. “Judge me on what franchise I build five years fro
m now,” Su says. Intel remains roughly seven times AMD’s market value, and i
ts server unit alone last year recorded a profit of $11 billion, close to doub
le AMD’s annual revenue. Still, Su says that imbalance in resources and reach
is motivating, not overwhelming. “I expect our competition is going to conti
nue to be very formidable,” she says. “But yeah, I think we’ve earned a sea
t at that table.”
Lisa Su直接说了 从现在开始5年内
将判定我建立的franchise 抱歉这个词比较难翻
另外值得提的就是 intel在server市场有96%的市占
去年从server赚的利润是110亿美元 刚好呼应教主
说server市场规模约200亿美元
这块咬到一口真的是大进补 若到2020年中AMD
server占有率超过10%的话 营收跟获利都会
突飞猛进
作者: supermanstar (阿呆桶面)   2019-08-13 23:49:00
今天有加码点,等第三季财报公布就回不去了,加上游戏机延到12月多课,可以先出货

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