Subject: General Tech, Graphics Cards | December 3, 2017 - 04:26 PM | Tim Verry
Tagged: bitcoin, cryptocurrency, mining, gaming, lisa su, amd, Vega
AMD’s CEO Lisa Su was recently appeared on CNBC’s Power Lunch Exclusinve interview segment where she answered questions about bitcoin, blockchain technology, the tax reform bill, and sexual harassment in the workplace.
Of particular interest to PC Perspective readers, Dr. Lisa Su shared several interesting bits of information on cryptocurrency mining and how it is affecting the company’s graphics cards. Surprisingly, she stated that cryptocurrency miners were a "very small percentage" of sales and specifically that they represented a mid-single digit percentage of buyers (~4 to 6 percent). This number is hard to believe for me as I expected it to be significantly higher with the prices of graphics cards continuing to climb well above MSRP (it wasn’t too bad when writing our gift guide and shortly after but just as I was about to commit I looked and prices had shot back up again coinciding with a resurgence in mining popularity with the price of cryptocurrencies rising and improving ROI).
Further, the AMD president and CEO states that the company is interested in this market, but they are mainly waiting to see how businesses and industries adopt blockchain technologies. AMD is “very pleased to participate in blockchain” and believes it is a “very important foundational product”. Dr. Lisa Su did not seem very big on bitcoin specifically, but did seem interested in the underlying blockchain technologies and future cryptocurrencies.
Beyond bitcoin, altcoins, and the GPU mining craze, AMD believes that gaming is and continues to be a tremendous growth market for the company. AMD has reportedly launched 10 new product families and saw sizeable increases in sales on Amazon and Newegg versus last year with processor sales tripling and double digital percentage increases in graphics sales in 2017. AMD also managed to be in two of the three gaming towers in Best Buy for the holiday buying season.
Speaking for AMD Dr. Su also had a few other interesting bits of information to share. The interview is fairly short and worth watching. Thankfully Kyle over at HardOCP managed to record it and you can watch it here. If you aren't able to stream the video, PCGamer has transcribed most of the major statements.
What are your thoughts on the interview? Will we ever see GPU prices return to normal so I can upgrade, and do you agree with AMD’s assessment that miners are such a small percentage of their sales and not as much of an influencer in pricing as we thought (perhaps it’s a supply problem rather than a demand problem, or the comment was only taking their mining-specific cards into account?)?
Subject: Processors | July 24, 2017 - 12:19 PM | Ryan Shrout
Tagged: amd, ryzen, Threadripper, lisa su
The AMD social teams have been had at work this morning, teasing out images of the packaging for its upcoming Ryzen Threadripper retail processor.
The first image shows a window into the packaging with the Threadripper processor clearly visible behind it. The Ryzen logo dominates the plastic cover though there is a scene of "space" or maybe the Eye of Sauron in the background. The black construction looks to be foam that opens by splitting in half, across the Ryzen logo.
The second image shows the relative size of it all, with AMD CEO Lisa Su for scale. It looks kind of like an old-time portable TV and the depth of the packaging is definitely more substantial from the first image.
We are getting closer and closer to the official unveiling of this product family and AMD is doing a fantastic job of pulling the community along for the ride.
Subject: Editorial | September 18, 2015 - 01:00 PM | Josh Walrath
Tagged: Zen, raja koduri, lisa su, Jim Keller, bulldozer, amd
2012 was a significant year for AMD. Many of the top executives left and there were many new and exciting hires at the company. Lisa Su, who would eventually become President and CEO of AMD was hired in January of that year. Rory Read seemed to be on a roll with many measures to turn around the company. He also convinced some big name folks to come back to AMD from other lucrative positions. One of these rehires was Jim Keller.
Jim Keller, breakin it down for AMD. Or doing "The Robot". Or both.
Today it was announced that Jim would be leaving AMD effective Sept. 18th. He was back at AMD for three years and in that time headed up the CPU group. He implemented massive changes that would result in the design of the upcoming Zen architecture. There was a full scale ejection of the Bulldozer concept that powered AMD processors since 2011 with the FX-8150 introduction with the current Excavator core design to last through 2016 with the final product being "Bristol Ridge,"expected next summer. Zen will not ship until late 2016 with the first full quarter of revenue in 2017.
Jim helped to develop the K7 and K8 processors from AMD. He also was extremely influential in the creation of the X86-64 ISA that not only powers AMD’s parts, but also was adopted by Intel after their disastrous EPIC/IA64 ISA failed to go anywhere. His past also includes work at DEC on the Alpha processors and before AMD at Apple working on the A4 and A5 SOCs.
We do not know any of the details about his leaving, and perhaps never will. AMD has released an official statement that “Jim Keller is leaving AMD to pursue other opportunities, effective September 18”. Looking at Jim’s past employment, he seems to move around a bit. Perhaps he enjoys coming into a place, turning things around, implementing some new thinking, but then becomes bored with the daily routine of management, budget, and planning.
In the near future this change will not affect AMD’s roadmaps or product lineups. We still will see Bristol Ridge as the follow-up for Godavari in Summer 2016 and the late 2016 introduction of Zen. What can be said beyond that is hard to quantify. There are a lot of smart and talented people still working at AMD and perhaps this allows someone there to step up and introduce the next generation of architectures and thinking at AMD. Everybody likes the idea of a rockstar designer coming in to shake things up, but time moves on and new people become those rockstars.
We wish Jim well on his new journey and hope that this is not a harbinger of things to come for AMD. Consumers need the competition that AMD brings to the table and we certainly hope we see them continue to release new products and stay on a schedule that will benefit both them and consumers. Perhaps he will join fellow veteran Glenn Henry at VIA/Centaur and produce the next, great X86-64 chip. Perhaps not.
Subject: General Tech | July 20, 2015 - 01:16 PM | Jeremy Hellstrom
Tagged: amd, lisa su
It has not been a pretty year for AMD with overall sales of $942m representing 34.6% drop from this time last year and even the graphics portion seeing a 54.2% drop which resulted in loss of $147 million. In part this is because all PC component companies have been suffering recently; in part because of a lack of incentive to upgrade high end components and to a larger extent because the general public is not going to pick up a new machine just before the release of a new Windows version. Lisa Su did have some good news, sales of FX processors and A-series APU have been increasing and the second half of the year is historically better for sales. It was suggested to The Register that AMD is not currently planning on reducing their workforce even more at this time but the possibility of future cuts was not completely ruled out.
"AMD has confirmed it is slipping back into cost-cutting mode after its annus horribilis, caused by tanking demand for consumer PCs in a quarter described by CEO Lisa Su as the “revenue trough” for 2015."
Here is some more Tech News from around the web:
- Stephen Hawking and Russian Billionaire Start $100 Million Search For Aliens @ Slashdot
- Microsoft to spoofed Skype users: Change your account passwords NOW @ The Register
- Samsung sets sights on the iPad Air with 5.6mm thick Galaxy Tab S2 @ The Inquirer
- Everything You Need to Know About the Thunderbolt Connection @ Hardware Secrets
- DXRacer OH/IS166/NB Iron Series Gaming Chair Review @HiTech Legion
- Windows 10: Xbox One games streaming now open to all @ The Inquirer
Subject: Processors | October 22, 2014 - 10:02 PM | Josh Walrath
Tagged: Richland, Q3 results, lisa su, Kaveri, APU, amd, A10 7850K
While AMD made a small profit last quarter, the Q4 outlook from the company is not nearly as rosy. AMD estimates that Q4 revenues will be around 12% lower than Q3, making for a rare drop in what is typically a robust season for sales. Unlike Intel, AMD is seeing a very soft PC market for their products. Intel so far has been able to deliver parts that are as fast, if not faster than the latest APUs, but they also feature lower TDPs while at a comparable price. The one area that AMD has a significant advantage is in terms of 3D performance and better driver support.
To keep the chips selling during this very important quarter, AMD is cutting the prices on their entire lineup of FM2+ parts. This includes the entire Kaveri based lineup from the top end A10-7850K to the A6-7400K. AMD is also cutting the prices on the previous Richland based parts, which include the A10-6800K. Also of interest is that buyers of A10 APUs will be able to select one of three game titles (Murdered: Soul Suspect, Thief, or Sniper Elite 3) for free, or use the included code to purchase Corel’s Aftershot Pro 2 for only $5.
|Compute Cores||12 (4+8)||12 (4+8)||10 (4+6)||10 (4+6)||6 (2+4)|
|TDP (cTDP)||95 (65/45)||65 (45)||95 (65/45)||65 (45)||65 (45)|
The A10-7850K is a pretty good part overall, though of course it does suffer at the hands of Intel when it comes to pure CPU performance. It still is a pretty quick part that competes well with Intel’s 2 core/4 thread chips. 3D performance from the integrated graphics is class leading, and the potential for using that unit for HSA applications is another checkmark for AMD. We have yet to see widespread adoption of HSA, but we are seeing more and more software products coming out that support it. Having tested it out myself, the GPU portion of the APU can be enabled when using a standalone GPU from either AMD or NVIDIA. The Kaveri chips also support TrueAudio, which will show up in more titles throughout the next year.
One aspect of AMD’s latest FM2+ platform that cannot be ignored is the pretty robust selection of good and interesting motherboards that are offered at very low prices. Products such as the Gigabyte G1.Sniper.A88X and the MSI A88X-G45 Gaming motherboards are well rounded products that typically sell in the $90 to $110 range. Top end products like the Asus Crossblade Ranger are still quite affordable at around $160. Budget offerings are still pretty decent and they come in the $50 range.
One other product that has sparked interest is the Athlon X4 860K Black Edition. This product is clocked between 3.7 GHz and 4.0 GHz, features two Steamroller modules, and is priced at a very reasonable $90. The downside is that there is no GPU portion enabled, while the upside is that there is potentially more thermal headroom for the CPU portion to be clocked higher than previous A10-7850K parts. This will of course differ from individual chips, but the potential is there to have a pretty solid CPU for a very low price. Add in the low motherboard prices, and this has the making of a nice budget enthusiast system.
So why the cuts now? We can simply look at last week’s results for AMD’s previous quarter, as well as how the next quarter is stacking up. While AMD made a small profit last quarter, predictions for Q4 look grim. AMD is looking at around a 12% decrease in revenue, as stated above. AMD has a choice in that they can keep ASPs higher, but risk shipping less product in the very important 4th quarter; or they can sacrifice ASPs and potentially ship a lot more product. The end result of cutting the prices on their entire line of APUs will be of course lower ASPs, but a higher volume of parts being shipped and sold. In terms of cash flow, it is likely more important to see parts flowing rather than having higher inventories with a higher ASP. This also means that more APUs being sold will mean more motherboards from their partners moving through the channel.
Intel does have several huge advantages over AMD in that they have a very solid 22 nm process, a huge workforce that can hand tune their processors, and enough marketing money to make any company other than Apple squirm. AMD is at the mercy of the pure-play foundries in terms of process node tweaks and shrinks. AMD spent a long time at 32 nm PD-SOI before it was able to migrated to 28 nm HKMG. It looks to be 2015 before AMD sees anything below 28 nm for their desktop APUs, but it could be sooner for their smaller APUs and ARM based products on planar 20 nm HKMG processes. We don’t know a all of the specifics of the upcoming 16/14nm FinFET products from TSMC, Samsung, and GLOBALFOUNDRIES, so it will be hard to compare/contrast to Intel’s 2nd generation 14 nm TriGate line. All we know is that it will most assuredly be better than the current 28 nm HKMG that AMD is stuck at.
Subject: General Tech | October 9, 2014 - 03:09 PM | Ken Addison
Tagged: podcast, video, evga, hydrocopper 980, GTX 980, water block, amd, lisa su, nvidia, GTX 980M, Lenovo Y50 Touch, directx12, windows 10, arm
PC Perspective Podcast #321 - 10/09/2014
Join us this week as we discuss the EVGA GTX 980 Water Block, AMD's New CEO, R9 290 Price Drops and more!
The URL for the podcast is: http://pcper.com/podcast - Share with your friends!
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Hosts: Ryan Shrout, Jeremy Hellstrom, Josh Walrath, and Allyn Malventano
Program length: 1:33:12