Tag: AMD

13
Oct
2020
Posted in technology

PC Sales Continue Surging — And That’s Good News for Intel, AMD and Others

PC sales remain on the upswing thanks to purchases made to support remote workers and learners. And it looks as if there’s still a lot of pent-up demand going into the holiday season.

Research firm IDC estimates PC shipments rose 14.6% annually in Q3 to 81.3 million. That compares with 11.2% shipment growth in Q2, and just 2.7% growth in 2019.

Officially, Gartner estimates PC shipments rose just 3.6% to 71.4 million. However, when including Chromebook sales (counted in IDC’s official estimate), Gartner’s estimate for shipment growth rises to 9%.

Along with Chromebooks, Q3 was a strong quarter for gaming PCs and (in certain cases) notebooks with cellular modems, according to IDC. On the flip side, desktop demand was said to be weak in the U.S. and EMEA. Desktop PC sales depend heavily on purchases made to support corporate offices, many of which are of course empty right now.

Demand for gaming products has been strong pretty much across the board in recent months: In September, supplies of graphics cards based on Nvidia’s  (NVDA) – Get Report new GeForce RTX 3080 and 3090 gaming GPUs quickly sold out at major retailers, and Sony  (SNE) – Get Report and Microsoft  (MSFT) – Get Report both saw strong pre-orders for their next-gen consoles.

Between them, top-3 PC OEMs Lenovo, HP  (HPQ) – Get Report and Dell Technologies  (DELL) – Get Report accounted for 61.5% of Q3 shipments, per IDC. Lenovo and HP’s shipments were each estimated to be up more than 11%, while Dell’s shipments, which skew heavily towards corporate buyers, were estimated to have dropped slightly.

Apple  (AAPL) – Get Report, whose Mac revenue rose 22% annually during its June quarter, was estimated to have an 8.5% unit

08
Oct
2020
Posted in technology

AMD Is Said to Be in Talks to Buy Rival Chipmaker Xilinx

(Bloomberg) — Advanced Micro Devices Inc. is in advanced discussions to buy Xilinx Inc. in a takeover that could be valued at $30 billion, according to people familiar with the matter.

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The deal could come together as early as next week, though things remain in flux, the people said, asking not to be identified discussing a private deal. The Wall Street Journal first reported on the negotiations.

A combination with Xilinx would give AMD Chief Executive Officer Lisa Su more of the pieces needed to break Intel Corp.’s stranglehold on the profitable market for data-center computer components. It would follow moves by rival Nvidia Corp., which bought Mellanox Technologies Ltd. and aims to use its pending acquisition of Arm Ltd. to grab more of that business.

Acquiring Xilinx, which makes programmable chips for wireless networks, would also help AMD expand into a new market just as telecommunications carriers spend billions to build fifth-generation, or 5G, networks.

Xilinx, based in San Jose, California, makes field programmable gate arrays, or FPGAs. That kind of chip is unique because its function can be altered by software, even after it’s been installed in a piece of machinery. Xilinx’s chips have historically been used in telecommunications equipment, but under CEO Victor Peng the company is expanding into products targeted at data centers — where FPGAs can be used to accelerate workloads such as artificial intelligence. The other major supplier of advanced FPGAs is Intel, which acquired its market position through the purchase of Altera Corp. in 2015.

Representatives for AMD and Xilinx declined to comment.

Xilinx shares closed at $105.99 in New York on Thursday. That gives it a market capitalization of $25.9 billion, about a quarter of AMD’s value. Shares of Santa Clara, California-based AMD closed at $86.51. The stock has almost

02
Oct
2020
Posted in technology

Nvidia’s Bad News About GeForce RTX 3070 Good News For AMD Radeon RX6000 Series

KEY POINTS

  • Nvidia launched the GeForce RTX 3080 and RTX 3090 a few weeks ago
  • Earlier, the chipmaker announced a piece of disappointing news about the GeForce RTX 3070
  • Nvidia’s bad news could very well benefit the AMD Radeon RX 6000 series

Just a few weeks after the launch of the GeForce RTX 3080 and GeForce RTX 3090 graphics cards, Nvidia announced that the retail launch of the GeForce RTX 3070 would be delayed until the end of October.

In a most recent update, Nvidia confirmed that the retail launch of the GeForce RTX 3070 would be delayed for a couple of weeks. The graphics card was initially scheduled to launch on October 15 but now the chipmaker is saying that it will be available in stores starting October 29. Nvidia claimed that it decided to push the retail launch to ensure that more graphics cards will be available during the launch day.

Nvidia acknowledged that the announcement would be disappointing to fans who are eager to buy the GeForce RTX 3070 as soon as possible. “This shift will help our global partners get more graphics cards into the hands of gamers on launch day,” the company explained. It appears that there are no changes in the specs of Nvidia’s upcoming graphics card.

The new retail launch of the Nvidia GeForce RTX 3070 falls a day after the AMD Radeon RX 6000 series’s official unveiling. Consumers can wait for the launch of the official specs of AMD’s graphics cards and compare it with that of Nvidia’s. Based on earlier leaks, the GeForce RTX 3070 is the weakest of the latest 30 series cards from Nvidia.