AMD – Page 12 – Jon Peddie Research

AMD is poised to make some big moves

The company is an underestimated and potentially significant player in the AI market.

Second successive substantial drop in history

All R&D doesn’t pay off, but you can’t win the lotto if you don’t buy a ticket.

Looks to expand the AIB market by introducing a new board at a $269 price point.

No longer has eyes solely for Nvidia.

For increased performance and longer battery life for graphics-intensive gameplay on handhelds.

R&D ROI shifting to data center and AI.

Shows ASP adjustments and inventory rundown.

Q1 revenue was down 9% year over year, with particular softness in the client business.

Q1 revenue was down 9% year over year, with particular softness in the client business.

The Ryzen Embedded 5000 series is a step down from the Epyc embedded chips and is meant for smaller devices.

Joins an increasing population of AMD-based handhelds.