The PC GPU market is multi-segmented over several platforms and multiple market categories. Therefore, it is not possible to make summary assumptions and predictions about GPUs because a GPU is not a single thing. This is an overview of the GPU market. It is not meant to be exhaustive, but rather one of our regular updates on the topic. … Read more
Microsoft is all-in on ray tracing, and well they should be as the dominating PC gaming platform and a significant console supplier. When Nvidia announced its RTX series Turing-based GPUs at Siggraph in July 2018, Microsoft was right behind with its Windows 10 OS and SDK to support for DirectX raytracing (aka DXR tier 1.0) in October 2018. Within one … Read more
AMD’s third-quarter earnings results matched Wall Street’s expectations and surprised a few others with its jump in profits. AMD reported its quarterly results for calendar Q3 2019, revenues and operating income were up year-over-year as well as its graphics and compute groups revenue. Profits and announced earnings per share were 18 cents on revenue of $1.8 billion. Analysts expected … Read more
Lisa Su is not tired of winning. Revenue for the quarter was up 18% from last quarter to $1.8 billion, GAAP profit was $120 million, 243% from last quarter.
While Intel struggles to get the yield on 10 nm up to acceptable levels, TSMC, which is already shipping 7-nm parts to AMD, Qualcomm, and others, has built a 5-nm fab and is now getting a site ready for a 3-nm fab. Europeans consider hair with a diameter of 0.04 to 0.06 mm as thin, hair with a diameter between 0.06 and 0.08 mm … Read more
The Painter family of products has its origins in MetaCreations, a digital arts development powerhouse in Santa Barbara. They were early pioneers in computer graphics software for artists and the work they did lives on at Daz3D, Poser, and most vibrantly at Corel in Painter. The implosion of MetaCreations as a company at the turn of the century is a … Read more
Ranging from semi-custom to mass market
AMD came to IBC, full of confidence after a successful Siggraph, increasing interest from Hollywood for Threadripper, and automatic cred from Apple with the upcoming Apple Mac Pro. At the show, AMD showed off its range of products including a sleek little MacBook Pro, nothing special, hooked up to a Black Magic external box giving the MacBook Pro enough GPU … Read more
On the bright side, the market for 7nm semis is booming; on the flip side, capacity is constrained
Total PC GPU market share Our Market Watch report for the second quarter of 2019 raised eyebrows when it revealed that AMD had reached a new milestone by selling more GPUs than Nvidia. AMD's achievement is significant and has been hard-won, but it’s not exactly the harbinger of a new world order as some readers have interpreted it. AMD … Read more
AMD went to San Francisco last week to unveil its 7nm 64-core Rome processor. Claiming to be most secure, fastest, and most powerful single-chip processor available now, the top of the line model (the Epyc 7742) can hit 3.48 TFLOPS, running at 3.4 GHz, while drawing 240 watts. It has 128 lanes of PCIs 4.0 and can send data from … Read more
AMD reported its quarterly results for calendar Q2 2019, revenues and operating income were down year-over-year as well as its graphics and compute groups revenue and profits. “I am pleased with our financial performance and execution in the quarter as we ramped production of three leadership 7-nm product families,” said Dr. Lisa Su, AMD president and CEO. “We have reached … Read more
