The stock war of AMD and NVIDIA • HWzone
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The stock war of AMD and NVIDIA

The market value of the green chip developer is cut with a warning about reduced revenues, while that of the red competitor continues to rise as part of another qualitative quarter and positive news

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There is no argument that AMD as well They are two big, significant hardware companies that are constantly improving and upgrading - but to investors, there seems to be only one clear champion, and it is Dr. Lisa Sue's red team that has pink futures in the near term.

Stock company (Nasdaq: 15), which has already made a slight correction (with a slight correction since then) with an official announcement that revenues for the fourth quarter of the year (2018) will actually be lower by 2019 than expected, 500 billion of them evaluated in the earlier developer.

Cards Maybe reinvented the cores for the home market, but did so at very high prices - did the The new 2060 will help reverse the trend and improve the situation? In a few months we will know the answers

The company's Zhen-San Huang is still expected to show handsome profits and possibly record highs, but has to admit that the demand for expensive Turing chips is lower than expected, especially in China, as well as the development of information server processing,, Is slower than desired.

The fall in the value of the company is actually a vote in the feet of some investors, who are convinced that the company has reached their potential peak of growth, and henceforth is expected to tread on the spot or even decline in scope - mainly due to cloud computing estimates May swallow a large part of the requirement to experience personal information servers, thereby significantly reducing this category.

Simple challenges are also expected in the server world - at least in the eyes of some investors

On the other side of the road, Can open champagne with an increase of about 25 percent in market value in recent days - after the publication of the complete quarterly 2018 financial report that marks a full year of first year increases in more than a decade.

The red developer reported revenues of 1.419 billion in the final quarter of 2018 with a net profit of 38 million, and total revenues of 6.475 billion for the year as 23 increased by more than 2017, and net profit of 514 million compared to 103 million a year earlier so.

Significant additions to all the indices, which illustrate the great way that has been developing since its most difficult days in the Bulldozer era

In addition to significant increases in processor sales for both the home and server markets, There was a new agreement with the chip maker , The former manufacturing arm of the company itself, which will not be required to pay royalties as part of the use of advanced 7 nanometer chips from other manufacturers in the field.

In the separation of Of its own chip manufacturing capabilities and its transformation into a separate independent company, an agreement was signed requiring the chip developer to purchase a predefined minimum quantity of chips (or entire fiber chips) directly from - or pay a penalty for the unused difference.

No more unnecessary payments - from now on You can use Samsung and For the production of highly advanced chips

A lot of things have changed since then, and GlobalFoundries has announced a move to the cutting edge of the chip industry for a focus on dedicated manufacturing processes and tailored to specific needs of particular companies - which actually requires To contact other manufacturers to manufacture advanced 7 nanometer products and royalty payments to GloFo at the same time.

Now, a new agreement between the companies adapts itself to the new reality, Purchase 7 chips and chips in lithographs more advanced than any other player without any fee for GloFo - when at the same time the company is committed to purchasing chips And 12 nm from the nearest partner at a predetermined scale up to 2021.

Is also optimistic for the coming year, with revenues up to 10 percent and gross margins also rising

This is an important message that will allow Maintain maximum competitiveness at the top, while also justifying recent hybrid and modular architecture selections - I / O chips will continue to be based on large, relatively straightforward manufacturing processes in the foreseeable future, while the processing cores themselves can benefit from the most advanced and sophisticated technologies.

The flexible modern architecture developed by the company becomes even more meaningful, with usefulness for chips that the company will be obliged to purchase from As well as leading players of other third party players

The hardware market is dynamic and constantly changing, but it seems that at least for now, Expecting a bright future of galloping ahead. Agree with them? Share comments with us.


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  1. 130 $ NVIDIA
    24 $ AMD

    I would say they didn't earn as much as last year _ (but always apocalypse with the word loss. That is, they didn't lose! Just earn less)

    It should be noted that NVIDIA has only climbed high in recent years

  2. Who will enjoy themselves as long as they can. It is announced that Intel is entering the graphics card market next year and the rules of the game are about to change

    1. How the Russian Avner Dan said: "We have been waiting ...…."

      A rally scenario provided it would result in higher performance at a lower price, and if the price was not low then it would have new technology that would "justify" the price.
      (Technology already has the question of whether they have had the ability to milk consumers and are they ready to release such technology?)
      To exclude AMD from this equation right now, there are speculations that this is also a fat cartel.
      (Until now, they have (for every company) a relative advantage, but none of the consumers benefit.

      1. One should not forget that Intel is bigger than both. together. a few times bigger.
        If Intel wants to make money, it will enter the realm with competitively priced cards (that is, up to 10% -15% cheaper than the competition - after all, it still has to prove itself).
        But if Intel (like many times before) wants to take over the market, it can offer floor-level tickets (25% + cheaper), then it's going to be a very problematic situation for its competitors.
        Imagine a situation that Intel sells a GTX1080 performance graphics card, but instead of 400 $ it sells at 300 $. This could break the market (and the profits of nvidia and amd)

        1. Intel did not lower prices that were higher and could believe that when they issue tickets their price will be "in" the high price

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