AMD Results Out
While retail is slowing down, datacenter will continue to see growth as they take market share from intel. Some other surprises like though gaming GPU sales is down, consoles they are expecting demand. Diversity in company is helping this downturn.
Found conference call summary from Dr. Ian Cutress. For those impatient to listen to concall – https://morethanmoore.substack.com/p/amd-financials-q2
Datacenter will continue to be stable/grow. Visibility for 4-6 quarters.
“And then we see Genoa coming in toward the end of the year into 2023…() …
And we’re planning really for the next 4 to 6 quarters, and that gives us good visibility.”
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