3Q14: AMD licenzia e si prepara a nuovi cambiamenti
Inviato: venerdì 17 ottobre 2014, 13:34
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http://seekingalpha.com/article/2568775 ... transcriptRelative to our new semi-custom design win pipeline, I am very pleased to announce we have secured two new wins, accomplishing our goal to close one to two new semi-custom wins this year.
These new semi-custom SoCs are expected to deliver combined total lifetime revenue of approximately $1 billion over approximately 3 years. Design work for these opportunities has started and we anticipate first silicon revenue in 2016.
Although I can’t go into details on the customers or the specific products, it is important to note that we are diversifying our semi-custom business beyond gaming. These wins also mark another significant milestone as one of the wins is our first 64-bit ARM based semi-custom design, building on our growing ARM64 momentum in the embedded and server markets.
Mitch ha scritto:E dopo essersi aggiudicata le console ora arrivano altri due GRANDI colpacci per AMD
http://seekingalpha.com/article/2568775 ... transcriptRelative to our new semi-custom design win pipeline, I am very pleased to announce we have secured two new wins, accomplishing our goal to close one to two new semi-custom wins this year.
These new semi-custom SoCs are expected to deliver combined total lifetime revenue of approximately $1 billion over approximately 3 years. Design work for these opportunities has started and we anticipate first silicon revenue in 2016.
Although I can’t go into details on the customers or the specific products, it is important to note that we are diversifying our semi-custom business beyond gaming. These wins also mark another significant milestone as one of the wins is our first 64-bit ARM based semi-custom design, building on our growing ARM64 momentum in the embedded and server markets.
Secondo voi questa volta quanto tempo passerà prima che gli analisti se ne accorgano?
Sappiamo che usciranno nel 2016, uno è un SoC semi-custom x86 l'altro un SoC semi-custom ARMAlessio89 ha scritto:Manca l'informazione primaria, chi li compra?
Il 2016 sembra una buona annata a quanto pare, esce tutto quello che che non è uscito nell'ultimo quinquennio.Mitch ha scritto:Sappiamo che usciranno nel 2016, uno è un SoC semi-custom x86 l'altro un SoC semi-custom ARM
Mi butto... il SoC x86 è per M$ mentre l'altro è per i datacenter di big-G o FaccialiBro)?
Vero ma ad ogni problema ci sta sempre una sua propria soluzioneAlessio89 ha scritto:Il problema è arrivarci al 2016...