With excellent products, solid planning and roadmap, AMD handed over a beautiful answer in the second quarter of this year, with a quarterly revenue of 1.76 billion yuan, a 53% year-on-year increase, and a net profit of $116 million, a seven-year period. new highs.
On Thursday, AMD's share price also rose 14.33%, to close at 18.35 US dollars, the market value reached 17.8 billion US dollars.
At the quarterly financial meeting after the earnings announcement, AMD also disclosed a lot of material in terms of products, especially AMD CEO Dr. Su Zifeng announced that AMD has cooperated with TSMC and GlobalFoundries on the 7nm process. The 7nm Rome (the second generation EPYC Opteron server processor) currently being trial-produced is manufactured by TSMC.
This is after a lapse of years, TSMC again manufactures high-performance x86 processors.
In contrast, AMD's first generation of EPYC Xiaolong, the first generation of Ryzen Ruilong processors are from the GF 14nm process, the second generation of Ruilong is from GF 12nm, and TSMC's 16nm is only responsible for a few semi-custom APU.
AMD has repeatedly stressed that the 7nm Zen2 architecture chip has already been streamlined and is being tuned in the company's lab. Especially on the EPYC platform, early verification with some core partners is underway and will be released as scheduled in 2019.
GF, TSMC are currently actively promoting 7nm, but the progress is not the same. Among them, TSMC is the most radical, has begun mass production, and will join EUV EUV lithography next year, and then move to 5nm.
GF has not disclosed much, but according to its strength and AMD's firm cooperation attitude, it should be reassuring, but GF once hinted that 7nm capacity may not be able to meet demand.
In this situation, Introducing reliable TSMC to share new process orders and risks is undoubtedly very sensible, and can better guarantee the timely, high-quality launch of new products and meet market supply.
In addition, Su Zifeng also reiterated that Vega architecture new graphics card with 7nm process will be launched later this year The details are not mentioned, but it is definitely the professional product line of Radeon Pro.
As for the 7nm Vega game card, it is said that there will be, but it will be sometime next year.
