Advanced Micro Devices
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Advanced Micro Devices Trevor Tingley (ttingley) Problem/Persona ● Consumers want computing products that are cheaper, but also competitive. ● OEM’s want to cover all product segments. Products ● Desktop/Laptop/Server CPUs + GPUs ● Accelerated Processing Units (CPU + GPU = APU) ● Enterprise, Embedded, Semi-Custom Silicon Finances Quarterly Revenue (Billions) YoY Quarterly Growth (Percent) Business Model AMD CPU Market Share (Quarterly) ● Product Divisions ○ Computing & Graphics (~70% of Revenue) ○ Enterprise, Embedded & Semi-Custom Silicon (~30% of Revenue) History Founded by Walter Jeremiah (Jeremy) Sanders AMD Acquires ATI Technologies AMD Hires Jim Keller as Zen Architecture Lead 1982 2009 2020 1969 2006 2012 Intel gives AMD x86 instruction AMD and Intel Agree to Cross AMD reaches 40% CPU Market set license (IBM Compatible) Licensing Deal over x86 (Intel) share for the first time in ~15 and x86-64 (AMD) years Leadership Dr. Lisa Su Rick Bergman Mark Papermaster President & CEO Executive VP, Computing and CTO & Executive VP, Graphics Business Group Technology & Engineering What’s Hot? ● Semi-Custom Silicon ○ Part of Sony and Microsoft consoles since 2013 Secret Sauce ● Strategic Business Moves Competition Desktop/Laptop CPU Desktop/Laptop In Development GPU Desktop/Laptop APU Custom Silicon Prediction ● Slow, but gradual growth for the next few years (at least) ● AMD at 7nm with path to 5nm, Intel currently at 14nm ● Potential to grab record 50% market share References ● https://www.amd.com/en ● https://www.macrotrends.net/stocks/charts/AMD/amd/revenue ● https://dashboards.trefis.com/no-login-required/HzesiQbe/AMD-Revenues-How-Does-AMD-Make-Mon ey- ● https://www.cnet.com/news/intel-and-amd-a-long-history-in-court/ ● https://www.nytimes.com/2006/07/24/technology/24cnd-semi.html ● https://www.sec.gov/Archives/edgar/data/2488/000119312509236705/dex102.htm ● https://www.anandtech.com/show/6129/apple-a4a5-designer-k8-lead-architect-jim-keller-returns-to-am d ● https://www.amd.com/en/products/semi-custom-solutions ● https://www.fastcompany.com/90229663/how-amds-ceo-lisa-su-managed-to-turn-the-tech-company-ar ound ● https://www.trefis.com/stock/amd/articles/482447/can-amds-revenue-cross-the-10-billion-mark-by-202 1/2020-02-12 .