Latest news with #Epyc
Yahoo
4 days ago
- Business
- Yahoo
Intel Says Its 18A Node is 25% Faster Than Intel 3
Intel has great things to say about its upcoming 18A node, but it's using some tough-to-verify comparisons. Intel made its claims at the 2025 Symposium on VLSI Technology in Japan, according to PC Gamer. The chipmaker compared its 18A node with the Intel 3 node, which didn't lead to chips in laptops. So, for now, the performance improvement numbers are just mildly interesting, rather than data with which to make any decisions. The company's more interesting claims boil down to this: a chip based on the 18A process can be up to 25% faster. If you stick to the same speed as Intel 3, 18A is 36% more efficient. That sounds intriguing, but the comparison that potential customers will make is not between 18A and Intel 3; it will be between Intel's 18A and TSMC's N2, which is the 2-nm class node. Intel's chief rival in the processor space, AMD, already has TSMC producing its next generation of Epyc data center CPUs on the N2 node. In any event, we'll have answers with the arrival of Intel's upcoming Panther Lake laptop CPUs. Samples of the system-on-a-chip (SoC) made an appearance at Computex this summer, proving that the vaunted 18A node is about ready for production. Intel estimates that it will start production of the chips sometime this year. As for when we'll see laptops with Panther Lake chips in them? That's looking more like early 2026, says Intel. Credit: Intel Intel's 18A node is nearing completion at a crucial time for the company. It is the final node in former CEO Pat Gelsinger's five-nodes-in-four-years plan, which was meant to revitalize Intel's fortunes. Gelsinger hoped to develop Intel's manufacturing capabilities into a successful foundry business, but the journey was slow and saw setbacks. When Intel spun its manufacturing into a foundry business in the spring of 2024, the company revealed that the foundry business was losing billions every year. And profitability wasn't expected until 2030. The company kicked off its ambitious plan with the Intel 7, which was followed by the 4 and then the 3 node. At that point, Intel changed its naming convention with the 20A node. The 20A node ended up being scrapped, however, and Intel turned its attention entirely to making 18A, which is the process that will be used to make Panther Lake chips, a success. At this point, 18A has reached risk production and appears well on its way to crossing the finish line. Gelsinger, meanwhile, is no longer with Intel, which has a new leader in CEO Lip-Bu Tan.
Yahoo
17-06-2025
- Business
- Yahoo
AMD Transforms Into Fierce Competition for Intel in Data Centers
AMD is heavily pressuring Intel in the server CPU market, thanks to the guidance of AMD Chair and CEO Dr. Lisa Su. As Wccftech notes, the company has gone from having no server CPU market share in 2017 to approaching 40% this year. AMD could be on track to hit 50% market share in fewer than 10 years from entering the space. That's a shocking success on AMD's part, and although there are many reasons for its success, a few stand out. The most obvious source of AMD's success in challenging Intel for data center CPU share is Su. As the company's chair and CEO, Su oversaw multiple successes for AMD, including the rise of its Epyc CPUs, which challenged Intel's Xeon processors. Writing for ExtremeTech in 2019, Joel Hruska noted that Epyc processors were better-positioned to gain market share than AMD's previous major challenge to Intel in this segment. Credit: AMD 'In 2005, AMD's dual cores matched Intel on core count, outperformed Intel clock-for-clock and core-for-core, and were quite expensive,' Hruska wrote. In 2019, AMD went for the trifecta, with higher performance, more cores, and lower per-core pricing. It's the most serious assault on Intel's high-end Xeon market that the company has ever launched.' As AMD continued to produce successful Epyc processors and related products (such as its Instinct GPUs), its market share surged. According to DigiTimes Asia, AMD snagged 25% of the server processor segment by 2023. Now, with its segment market share at 39.4%, the chance to break even with Intel—and possibly overtake it—is in sight. Obviously, AMD's success in the server CPU segment is resulting in massive revenue. In the first quarter of 2025 alone, AMD's data center segment brought in $3.7 billion, which marked a 57% year-over-year increase. In its quarterly report, AMD attributed that growth to its Epyc and Instinct sales. Credit: Intel Intel has struggled during this time. Its former CEO, Pat Gelsinger, focused heavily on rebuilding the company's chip manufacturing capabilities, but his tenure came to an end in late 2024. Still, Intel is addressing AMD's gains. Early this year, it dropped the prices on its Xeon 6 CPUs by as much as 30%. The move kept many Xeons priced above AMD's CPUs, but made them more competitive. And the arrival of Intel's new CEO, Lip-Bu Tan, could mark a turning point for the chipmaker. But with AMD's sustained momentum in the CPU server segment, Intel will need to move quickly.
Yahoo
17-06-2025
- Business
- Yahoo
AMD: 256-Core Epyc CPUs Are Coming in 2026
The next generation of AMD's Epyc data center CPUs is on track and slated for 2026. The processors didn't get as much love at AMD's recent 2025 Advancing AI event as, say, the new Instinct MI350X and MI355X AI GPUs, but AMD made clear that Epyc is also a priority. The company pointed to 2026 for the launch of Epyc Venice and noted that the upcoming CPU will have 256 Zen 6 cores, along with significant bandwidth for AI workloads. AMD's current 5th Gen Epyc Turin CPUs are capable processors that are powering a growing number of data centers. But the 6th generation sounds like it will dwarf the current CPUs when it comes to performance. At least, that's how things look for now, before the public gets its hands on the processors. AMD says that the new Venice Epycs can provide up to a 70% performance increase over Turin CPUs. But, as Tom's Hardware notes, AMD hasn't provided much information about how the testing was done. Credit: AMD Venice will support 1.6TBps in bandwidth, up from Turin's 614GBps. The processors will also have twice the CPU-to-GPU bandwidth. AMD announced in April that its 6th-generation Epyc CPU had been taped out, meaning that the processor is ready for manufacturing. TSMC will produce them using its new N2 (2nm-class) node in Taiwan. The foundry's growing fab cluster in Arizona, known as Fab 21, isn't yet capable of producing chips with the N2 process, though it likely will be down the road. Dr. Lisa Su holding the current "Turin" Epyc server CPU. Credit: AMD As we covered recently, the success of Epyc CPUs has helped drive AMD's stunning success in pulling server CPU market share away from Intel. In 2017, AMD CEO Dr. Lisa Su started AMD on a path that led from 0% server CPU market share to nearly 40% at the end of Q1 this year. As its competitor, Intel, struggled to get aboard the AI train and saw its CEO exit at the end of 2024, AMD has worked with foundry TSMC to produce several generations of powerful Epyc processors. It's worth noting, though, that Intel has a new CEO, Lip-Bu Tan, and it's not just sitting around while AMD scores wins. Intel recently dropped the prices on its Xeon 6 CPUs. In some cases, the company dropped the MSRPs by as much as 30%—which is downright stunning and a direct challenge to AMD's Epyc chips.
Yahoo
08-05-2025
- Business
- Yahoo
Why AMD Stock Skyrocketed Wednesday Morning Before Losing Ground
AMD beat expectations on both the top and bottom lines. The company's forecast also outpaced Wall Street's expectations. Despite some analysts' misgivings, AMD remains attractively priced. 10 stocks we like better than Advanced Micro Devices › Shares of Advanced Micro Devices (NASDAQ: AMD), commonly referred to as AMD, charged out of the gate on Wednesday, gaining as much as 4.9%. However, investor pessimism soon won out, and as of 11:29 a.m. ET today, the stock was up just 0.4%. The artificial intelligence (AI) chipmaker announced results that beat expectations, but investors eventually focused on the thorns rather than the rose. AMD released its first-quarter results after the market close on Tuesday, and they were surprisingly strong. The company delivered record revenue of $7.4 billion, up 36% year over year, resulting in adjusted earnings per share (EPS) of $0.96, which climbed 55%. To give those numbers context, analysts' consensus estimates were calling for revenue of $7.12 billion and EPS of $0.93, so AMD sailed past expectations. Fueling the robust results was the data center segment, which generated revenue of $3.7 billion, up 57% year over year, driven by demand for the company's AI-centric Epyc central processing units and Instinct graphics processing units. "We delivered an outstanding start to 2025 as year-over-year growth accelerated for the fourth consecutive quarter driven by strength in our core businesses and expanding data center and AI momentum," said CEO Lisa Su. While investors were initially pleased, Wall Street analysts soon rained on AMD's parade. The company announced that it would take a charge of $1.5 billion in 2025 due to export restrictions on advanced chip sales to China. Analysts at Jefferies noted that "AI growth is the primary metric for the stock, and on that front, estimates move lower." Citigroup analysts had similar concerns, noting that AMD expects a decline in its revenue from AI in the first half of 2025, while "almost every other company has its AI business increasing." Despite the misgivings of some on Wall Street, a long-term outlook historically trumps any short-term market noise. And at just 22 times forward earnings (as of this writing), AMD remains an attractive way to profit from the AI revolution. Before you buy stock in Advanced Micro Devices, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Advanced Micro Devices wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $613,546!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $695,897!* Now, it's worth noting Stock Advisor's total average return is 893% — a market-crushing outperformance compared to 162% for the S&P 500. Don't miss out on the latest top 10 list, available when you join . See the 10 stocks » *Stock Advisor returns as of May 5, 2025 Citigroup is an advertising partner of Motley Fool Money. Danny Vena has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Jefferies Financial Group. The Motley Fool has a disclosure policy. Why AMD Stock Skyrocketed Wednesday Morning Before Losing Ground was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
CNBC
06-05-2025
- Business
- CNBC
AMD earnings beat as overall sales surge by 36%
Lisa Su, CEO of AMD, attends the Artificial Intelligence Action Summit at the Grand Palais in Paris, Feb. 10, 2025. Advanced Micro Devices reported first fiscal quarter earnings on Tuesday that topped expectations, and provided a strong forecast for current quarter revenue. Shares of AMD rose in extended trading more than 4%. Here's how the chipmaker did versus LSEG expectations for the quarter ending March 29: Earnings per share : 96 cents adjusted vs. 94 cents expected : 96 cents adjusted vs. 94 cents expected Revenue: $7.44 billion vs. $7.13 billion expected For the current quarter, AMD expects about $7.4 billion in sales with a gross margin of 43% versus Wall Street estimates for earnings of 86 cents adjusted on $7.25 billion in sales. AMD's forecast also included $800 million in costs that the company said it would incur because the U.S. limited the export of some of the company's artificial-intelligence chips during the quarter. The company reported net income of $709 million, or 44 cents per diluted share, versus net income of $123 million, or 7 cents per share, during the year-earlier period. Revenue grew 36% on an annual basis. AMD is the second-place server central processing unit vendor, behind Intel , but its Epyc line of processors has been taking market share in recent years. The company is also the closest competitor to Nvidia for "big GPUs," or graphics processing units. Those are the kind of chips that are deployed in data centers by the thousands for building and deploying generative AI. It did $5 billion in AI GPU sales in the company's fiscal 2024. Both are reported in the company's data center segment, which came in at $3.7 billion in sales, topping a StreetAccount estimate. Data center sales were up 57% on an annual basis, which the company attributed to demand for both Epic processors as well as its Instinct GPUs. The company's other major segment, Client and Gaming, includes chips for consumer devices such as laptops, gaming PCs, and game consoles. The overall segment rose 28% on an annual basis to $2.9 billion. AMD said that sales for its laptop and PC chips, which it calls client revenue, surged 68% year-over-year because of strong demand for chips called Zen 5 the company released last summer. Gaming sales, however, declined 30% on an annual basis, which the company attributed to a decrease in console chip revenue. AMD's embedded segment, which is mostly sales from the company's 2022 acquisition of Xilinx, declined 3% on an annual basis to $823 million. WATCH: Chip stocks fall as Nvidia, AMD warn of higher costs from China export controls
