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IR Blog
IR Blog
September 21, 2018

Greetings!

We made it...to the Forbes Top 100 Digital Companies!  We are happy to report that AMD is listed on the inaugural ranking of the top publicly-traded IT, hardware, media, digital retail and telecommunication companies shaping the digital world. Companies were scored on a variety of factors including sales, profits, asset growth, and performance of the stock over the past year. The list was compiled from the technology, media, digital retail and telecommunication companies that made it onto the 2018 Global 2000, Forbes’ annual ranking of the biggest companies in the world.

Things continue to be exciting at AMD, and we’re shaking and moving!  Thank you for your support of AMD on our journey.

August 27, 2018
AMD is unique in the world of computing as the only company with both high-performance CPU and GPU products. For the past several years we have been executing our multi-generational leadership product and architectural roadmap. Just in the last 18 months, we successfully introduced and ramped our
June 27, 2018

Hello from AMD!

In case you missed it, we would like to highlight recent news and executive perspectives.

  • Dr. Lisa Su, President & CEO, presented at the JP Morgan Global TMT Conference to speak about new product growth, market share goals, and specifically our Ryzen PRO Commercial PC processor launch – AMD’s largest commercial launch ever including 3 notebooks and 4 desktop SKUs in partnership with HP, Dell and Lenovo.
  • Mark Papermaster, Chief Technology Officer, attended the Cowen TMT Conference to share thoughts on AMD’s Zen architecture, product design advantage and competition within process technology – including AMD’s roadmap for 7nm processors.
  • At Computex, we made many significant announcements:
    • AMD demonstrated the upcoming 2nd Generation AMD Ryzen™ Threadripper™ 32-core, 64-thread processor as well as a 24-core, 48-thread version.
    • AMD conducted the world’s first public demonstration of a 7nm GPU and announced it expects to launch cards featuring a 7nm GPU for machine learning later this year.
    • AMD announced that its next-generation 7nm EPYC server processor (codenamed “Rome”) featuring Zen2 architecture is now running in the company’s labs and is expected to sample to customers later this year.
    • AMD also announced three EPYC processor milestones including:
      • Cisco’s first AMD-based UCS server
      • HPE’s ProLiant DL325 Gen10 one socket server
      • EPYC-based cloud services from Tencent
  • Forrest Norrod, SVP & GM of Datacenter and Embedded Solutions, hosted an EPYC One Year Anniversary webinar to discuss EPYC performance advantages, market share goals, and Year One customer momentum.

As we head into the second half of 2018, we are very proud of these achievements and excited for what is to come. As always, we thank you for your support.

April 10, 2018

Earlier today, AMD issued an update regarding recommended mitigations for Google Project Zero (GPZ) Variant 2 (Spectre) for Microsoft Windows users. 

In a nutshell:

  • Microsoft is releasing an operating system update containing Variant 2 (Spectre) mitigations for AMD users running Windows 10 (version 1709) today.  Support for these mitigations for AMD processors in Windows Server 2016 is expected to be available following final validation and testing.
  • AMD has released microcode updates with our recommended mitigations addressing Variant 2 (Spectre) to our customers and ecosystem partners for AMD processors dating back to the first “Bulldozer” core products introduced in 2011. 

For more information, please read AMD's blog by our Chief Technology Officer, Mark Papermaster.

As always, we appreciate your support of our company.

March 27, 2018
Yesterday a report was published on AMD which hypothesized very high revenue for Ethereum-related GPU sales. As a reminder, on our Q4’17 earnings conference call we stated that the percentage of annual revenue related to Blockchain was approximately mid-single digit percentage in 2017. We had significant growth in the GPU business outside of Blockchain in Q4’17 as we ramped our Radeon Vega products, our GPU compute products, and our Apple business. We also spoke about strength across the rest of our business with AMD Ryzen and AMD EPYC product momentum. We have very compelling long-term drivers for the company including PCs, servers and graphics and our Q1 2018 financial guidance reflects that.

We appreciate the time and attention that investors continue to pay to Blockchain and cryptocurrency, but would also like to keep it in perspective with the multiple other growth opportunities ahead for AMD.
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March 13, 2018
We have just received a report from a company called CTS Labs claiming there are potential security vulnerabilities related to certain of our processors. We are actively investigating and analyzing its findings. This company was previously unknown to AMD and we find it unusual for a security firm to publish its research to the press without providing a reasonable amount of time for the company to investigate and address its findings. At AMD, security is a top priority and we are continually working to ensure the safety of our users as potential new risks arise. We will update this blog as news develops.
February 23, 2018

Greetings from AMD!

In 2017, AMD launched our strongest product portfolio in more than a decade, including more than 50 Ryzen CPUs and APUs, Radeon graphics cards, and EPYC server processors combined. And, we’re already seeing progress across these markets as evidenced by our Q4 and FY 2017 earnings results, and recently reinforced by Mercury Research’s Q4 2017 market share data report for both x86 processors and graphics.

  • In desktop CPUs, we saw an uptick of 2.1 share points year over year, driven by our high-performance Ryzen family that delivers leadership multi-threaded performance at every price point.
  • In server, AMD server share more than doubled, increasing ½ a point year over year, indicating growing traction for our EPYC server processors.
  • In graphics, Radeon Vega brought AMD back into the enthusiast graphics market, and helped drive a massive 6.3 share point gain in just one quarter, and 4.1 share point gain year over year.

We’re extremely proud of these gains and have a busy 2018 planned, with the ongoing ramp of our 2017 portfolio and many new products launching – including our Ryzen Desktop APUs, Ryzen 3 Mobile APUs, and EPYC and Ryzen Embedded processors already released this quarter – as we continue on our path to high-performance computing leadership.

We look forward to sharing more news with you soon.

The View from Our Corner of The Street
January 17, 2018

Let’s face it. Things are exciting at AMD these days. The large and growing markets that we address have something to do with it. Launching three major new product lines in a one year period has something to do with it. Re-entering the datacenter server market after a long hiatus has something to do with it. And our greatly improved balance sheet has something to do with it.

Much is written about AMD daily, and we have much to share on our own. There are times when we would like to follow-up on each news report about AMD, but that just isn’t possible. So welcome to AMD’s IR blog – the best place to get information and updates about news and information related to AMD. It is the chance to share our unique viewpoint with investors – the view from our corner of The Street.

You can subscribe to our blog to receive notifications each time we post a newsworthy item. We promise not to spam you. For starters, watch this clip of our CEO on CNBC to hear her perspective on AMD’s business opportunities. After that, we hope you will spend time on our IR home page to learn about all things AMD. Product information? Financial results? It’s all on here. We are particularly proud of the “AMD 101” section which points investors to some of our most relevant content.

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