AMD first quarter revenue rose 40%: grab Intel shares rose 10% after market

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 AMD first quarter revenue rose 40%: grab Intel shares rose 10% after market


Illustration: AMDs Zen Architecture series processor Since the growth rate of the personal computer market is not up to 40%, compared with its competitor Intels growth rate is not fast, we have reason to believe that AMDs chip business is taking up Intels market share. The trend was obvious in the last quarter. According to market research company MercuryResearch, AMDs market share has increased significantly after the launch of the Zen Architecture series processor in 2017, from 8% in the fourth quarter of 2016 to 12% in the fourth quarter of 2017. Now AMD has released more kinds of chips for Intel product line. In the after hours trading, AMD shares rose 9.9% to $10.67 per share. It is not easy to figure out the market share of CPU processor that AMD acquired, because the company mixed the revenue from CPU and graphics card together. Because of the good sales of Ryzen series processors and Radeon serial cards in this quarter, the revenue of the computing and graphics sectors increased to $1 billion 120 million this quarter, up 95% from the same period. In the first quarter of March 31st, AMDs earnings per share were expected to be 9 cents, compared with 4 cents a share in the same period last year. Revenue is expected to be $1 billion 570 million for the same period, up from $984 million in the same period last year. The actual earnings per share were 11 cents, revenue reached $1 billion 650 million, and AMD performance was higher than expected. A year ago, AMD released the Ryzen series chip based on Zen architecture. Now Zen technology is penetrating into the entire product line of the company. The first batch of Ryzen chips debuted in March 2017, and by October 2017, AMD announced that it had made a profit. AMD also released EpycZen based server chips last summer, and launched the Ryzen mobile acceleration processing unit in February this year, which integrated processors and graphics on a chip. AMD also launched the high-end 16 core Threadripper processor in August last year, which is one of the fastest processing desktop processors. Last week, AMD released the second generation of Ryzen series desktop chips. The latest Ryzen chips are targeted at high-end users of PC business such as PC players and content creators. Of course, the stock prices of AMD and invivia usually depend on the fate of digital money, because graphics cards are mainly used to dig digital money. Although digital money is only a small part of the overall demand for graphics chips, with the popularity of bitcoins and other digital currencies, the price of graphics cards has risen. But AMD did not mention sales related to digital money in its news release. LisaSu, chief executive of AMD, said: the first quarter was a good start in 2018, with revenue growth of 40% year-on-year, which was the two - digit growth of our revenue for the third quarter of the year. Our new high-performance chip products continue to accelerate applications in personal computers, games and data centers. We are excited about our long-term roadmap and focus on achieving sustained revenue growth and profitability. PatrickMoorhead, an analyst at MoorInsights&Strategy, a market research firm, said in an email: AMD has seen an explosive growth in revenue this quarter, far beyond expectations, up 40% from a year earlier, and this will be the third quarter of a row to achieve two digit revenue growth. This increase is mainly due to sales growth of AMD and Ryzen series processors on desktop and laptop terminals. In view of the channel filling of the second generation Ryzen series desktop processor products, the increase in the distribution of Ryzen series of mobile laptop products and the continuous growth of Epyc series products in the server deployment, I expect that AMD will gain more revenue in the next quarter. (Han Bing) source: NetEase science and technology report editor: Wang Fengzhi _NT2541 PatrickMoorhead, an analyst at MoorInsights&Strategy, a market research firm, said in an email: AMD has seen an explosive growth in revenue this quarter, far beyond expectations, up 40% from a year earlier, and this will be the third quarter of a row to achieve two digit revenue growth. This increase is mainly due to sales growth of AMD and Ryzen series processors on desktop and laptop terminals. In view of the channel filling of the second generation Ryzen series desktop processor products, the increase in the distribution of Ryzen series of mobile laptop products and the continuous growth of Epyc series products in the server deployment, I expect that AMD will gain more revenue in the next quarter. (Han ice)