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$Advanced Micro Devices (AMD.US)$
1. Announces flat Q2 revenue, slightly better than market expectations, expecting Q3 revenue growth of 1-12%, an average of 6%, a quarterly increase of 9% below market expectations, but better than Intel's 0-7%;
2. AMD second quarter data center revenue of $13.2 billion, up 2% quarter-on-quarter, 11% year-over-year (vs. Intel's $40 billion revenue, up 8% quarter-on-quarter, down 14%), expects quarterly growth of more than 10%, and a high single-digit increase of $60.4 billion year-over-year, which can be estimated to increase quarter-on-quarter by more than 25%, In order to make data center revenue in 2023 barely surpass last year, quad-quarter data center chip revenue increased by more than 50% in the quarter, so that data center revenue in 2023 exceeded > 6% all year. AMD should benefit from sales of AI accelerators, as AMD's new 5nm server CPU Genoa sales will not have such an explosion.
3. Better than Intel sees, AMD expects Q3 revenue growth of more than 10% after quarter Client/PC/Laptop Chip revenue up 35% quarter-on-quarter and 54% year-over-year
4. Second Quarter Inventory Number Continues to Record High at 4.7 Months, Up 11% Quarterly and 108% YoY
1. Announces flat Q2 revenue, slightly better than market expectations, expecting Q3 revenue growth of 1-12%, an average of 6%, a quarterly increase of 9% below market expectations, but better than Intel's 0-7%;
2. AMD second quarter data center revenue of $13.2 billion, up 2% quarter-on-quarter, 11% year-over-year (vs. Intel's $40 billion revenue, up 8% quarter-on-quarter, down 14%), expects quarterly growth of more than 10%, and a high single-digit increase of $60.4 billion year-over-year, which can be estimated to increase quarter-on-quarter by more than 25%, In order to make data center revenue in 2023 barely surpass last year, quad-quarter data center chip revenue increased by more than 50% in the quarter, so that data center revenue in 2023 exceeded > 6% all year. AMD should benefit from sales of AI accelerators, as AMD's new 5nm server CPU Genoa sales will not have such an explosion.
3. Better than Intel sees, AMD expects Q3 revenue growth of more than 10% after quarter Client/PC/Laptop Chip revenue up 35% quarter-on-quarter and 54% year-over-year
4. Second Quarter Inventory Number Continues to Record High at 4.7 Months, Up 11% Quarterly and 108% YoY
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