(Bloomberg) - Advanced Micro Devices Inc., tus tsim thib ob loj tshaj plaws ntawm tus kheej-khoos phis tawj thev naus laus zis, tau muab kev kwv yees muag muag tsis zoo rau lub quarter thib peb, qhia tias kev lag luam-kev sib koom tau nce tawm tsam Intel Corp. yuav tsis ua rau poob qis hauv PC xav tau.
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Cov nyiaj tau los hauv lub sijhawm yuav yog kwv yees li $ 6.7 nphom, AMD tau hais hauv tsab ntawv tshaj tawm hnub Tuesday, piv nrog tus kws tshuaj ntsuam qhov nruab nrab ntawm $ 6.81 nphom. Lub chipmaker cov khoom lag luam poob ntau dua 5% hauv kev lag luam txuas ntxiv tom qab tshaj tawm.
Raws li Tus Thawj Saib Xyuas Haujlwm Lisa Su, AMD tau koom nrog kev ua lag luam los ntawm Intel thiab tau txais txiaj ntsig los ntawm kev thov rau nws cov chips tshiab, muaj zog server. Tab sis hnub Tuesday qhov kev pom pom tau pom tias lub tuam txhab tsis raug cuam tshuam los ntawm kev lag luam PC qeeb, uas tseem yog lub khw loj tshaj plaws rau nws cov khoom. Qhov kev lag luam tam sim no xav tias yuav poob qis dua li lub tuam txhab tau npaj tseg, Su hais hauv kev hu xov tooj nrog cov kws tshuaj ntsuam.
Nws tau hais tias "Peb tau txais kev saib xyuas ntau dua hauv peb cov kev taw qhia PC," nws hais. "Peb tseem pom qhov kev thov muaj zog hauv cov ntaub ntawv canter, hauv peb cov lag luam embedded, hauv game consoles."
AMD tam sim no tseem xav tsis thoob txog PC xav tau ntau dua li Intel lossis cov kws tshaj lij kev lag luam. Kev lag luam yuav poob qis hauv qhov feem pua ntawm "cov hluas" feem pua, Su hais ntawm lub rooj sib tham hu. Peb lub hlis dhau los, nws tau hais tias lub tuam txhab tau cia siab tias cov khoom xa tuaj hauv PC lag luam yuav poob rau qhov feem pua ntawm ib tus lej siab hauv 2022.
Lub lim tiam dhau los, Intel tau txo qis nws qhov kev cia siab rau kev ua lag luam mus rau qhov kev cog lus ntawm 10%. Thiab lub tuam txhab tshawb fawb Gartner Inc. tau kwv yees tias PC khoom xa tuaj yuav poob qis 13% hauv 2022 tom qab ob xyoos ntawm kev loj hlob. Chip cov nyiaj tau los ntawm lub khw yuav poob 5.4%.
Thaum AMD tej zaum yuav poob qis ntawm qhov kev kwv yees siab, nws cov neeg sib tw loj dua Intel tau ua phem dua. Lub tuam txhab ntawd - ib zaug kev khib ntawm kev lag luam chip - tau raug kev txom nyem sai sai ntawm cov nyiaj tau los hauv nws cov lag luam loj tshaj plaws thiab qhia txog kev poob hauv lub quarter thib ob. Su tau kwv yees tias AMD tseem yuav tau txais kev sib koom nrog cov khoom lag luam uas nws tau los ua lag luam rau lub quarter no thiab peb lub hlis kawg ntawm 2022.
Cov tub lag luam kuj tau txhawj xeeb tias cov chipmakers yuav raug tso tseg nrog cov khoom lag luam kim ntawm cov chips tsis siv raws li kev txiav txim qhuav. AMD cov khoom muag hauv lub quarter thib ob tau nce ib feem peb los ntawm qhov uas nws nyob rau thaum xaus ntawm 2021, nce mus txog $ 2.6 billion, txawm hais tias kev yuav khoom tau ua rau feem ntau ntawm qhov nce.
Lub tuam txhab cov khoom lag luam raug kaw ntawm $ 99.29 Tuesday hauv New York, poob 31% xyoo no - ib feem ntawm qhov dav dav rub rov qab rau cov khoom lag luam chip.
AMD tau kwv yees tias kev muag khoom yuav loj hlob li ntawm 60% xyoo no, thiab nws daig los ntawm qhov kev pom zoo hnub Tuesday, hais tias cov nyiaj tau los yuav yog $ 26.3 billion, ntxiv lossis rho tawm $ 300 lab. Data-center kev loj hlob yuav ua rau qhov nce ntxiv. AMD tab tom nrhiav cov neeg siv khoom tshiab rau cov chips server, uas yog lub hauv paus ntawm cov tshuab uas khiav hauv internet thiab cov koom tes sib koom tes.
Cov tub lag luam tau muab nqi zog AMD qhov txiaj ntsig tawm tsam Intel. Lub chipmaker tus nqi lag luam dhau ntawm nws cov neeg sib tw ntev xyoo no, sawv tam sim no ntawm $ 160.9 billion. Piv nrog rau xyoo 2016, ob xyoos tom qab Su tau nce mus rau CEO txoj haujlwm, thaum AMD muaj peev txheej lag luam tsawg dua $ 3 nphom. Intel tus nqi ntawm lub sijhawm yog $ 160 nphom.
Qee qhov ntawm AMD qhov kev loj hlob sai yog los ntawm nws qhov tau txais cov programmable chipmaker Xilinx Inc., ua tiav ua ntej xyoo no.
Nrog rau hnub Tuesday tsab ntawv ceeb toom, AMD tab tom rhuav tshem nws cov nyiaj tau los hauv txoj kev tshiab, muab cov tub ua lag luam pom meej dua ntawm nws cov nyiaj tau los ntawm cov chips siv hauv cov chaw khaws ntaub ntawv. Nws tau faib qhov seem ntawm nws qhov muag ntawm PCs thiab cov khoom siv hauv computer gaming, graphics chips thiab cov khoom ntawm game consoles.
Lub tuam txhab cov ntaub ntawv chaw nruab nrab tau xa cov nyiaj tau los ntawm kev loj hlob ntawm 83% hauv lub quarter thib ob, nrog kev muag khoom ntawm $ 1.5 billion. Nws cov nyiaj tau los ua haujlwm ntau dua ob npaug. Cov neeg siv khoom - PC chips - tshaj tawm kev loj hlob ntawm 25% rau $ 2.2 billion. Qhov kev faib nyiaj tau los ntawm kev khiav hauj lwm yog $ 676 lab, nce 26% los ntawm tib lub sijhawm xyoo dhau los.
Tag nrho cov nyiaj tau los dhia 70% rau $ 6.55 billion. Qhov ntawd tau txais txiaj ntsig ntawm $ 1.05 ib feem, rho tawm qee yam khoom. Cov lej no sib piv nrog cov kws tshuaj ntsuam qhov nruab nrab ntawm $ 6.53 nphom hauv cov nyiaj tau los thiab $ 1.05 ib feem ntawm cov nyiaj tau los.
(Hloov tshiab nrog CEO cov lus pib hauv kab lus plaub.)
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