Update: AMD's Q3 led by strong Opteron, Athlon 64 sales
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As expected, Advanced Micro Devices Inc.'s (AMD's) third-quarter revenue came in a little under the company's earlier predictions, but strong increases in sales of its 64-bit desktop and server processors led to the company's fourth straight profitable quarter.
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Advanced Micro Devices Inc. will use Chartered Semiconductor Manufacturing Ltd.&#39;s manufacturing services to produce AMD&#39;s Opteron and Athlon 64 processors starting in 2006, adding production capacity as the
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SAN JOSE, Calif.--Advanced Micro Devices on Tuesday detailed performance results for its forthcoming dual-core Opteron processor, showing a speed boost of 30 percent to 55 percent compared with today&#39;s single-core models.
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Advanced Micro Devices announces faster Athlon 64 X2, cooler single-core Athlon 64 CPUs.
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Blog: AMD announces its quad core server chips will ship in August
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SAN JOSE, CALIFORNIA - Advanced Micro Devices Inc.'s (AMD's) dual-core Opteron processor will fit into the same area occupied by its single-core product, helping to hold down manufacturing costs, AMD said Tuesday at the Fall Processor Forum.
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Intel's Xeon carves server chip share despite Opteron price cuts, but AMD still gains in notebooks, desktops.
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Advanced Micro Devices hopes its new Opteron server chips will help lift the company out of the doldrums.
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Computer chip maker Advanced  Micro Devices Inc. AMD.N on Thursday posted a third-quarter  profit compared with a loss a year earlier and predicted a  fourth-quarter pickup in sales.
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AMD Opteron servers prove more power-efficient than Xeon-powered servers in tests.
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(InfoWorld) - As price competition takes its toll, AMD Thursday posted its third consecutive quarterly loss, saying that although revenue was relatively solid, it suffered a sharp second-quarter drop in income. Revenue for the quarter was $1.38 billion, an improvement from $1.22 billion a year earlier. But the company reported a net loss of $600 million, or a loss of $1.09 per share, a big drop from net income of $89 million, or $0.18 per share, a year earlier. A big part of the loss was due to restructuring costs and a $130 million, or $0.24 per share, charge related toÂ the acquisition of graphics-chip maker ATI last year. One piece of good news was that in the face of stiff price competition from Intel, AMD said its second quarter gross margin was 34 percent, excluding one-time charges, an improvement over its 31 percent margin in the first quarter of 2007. "We achieved a 12 percent sequential revenue increase, improved the gross margin, and won back microprocessor unit and revenue market share," said Robert J. Rivet, AMD's CFO, in a statement accompanying the company results. Looking ahead, AMD forecast that third-quarter revenue would increase in line with traditional seasonal growth rates. Though that does not point to a big increase in profit in the near future, traders reacted positively to the upbeat news on revenue and margins, driving up company shares by $0.32 to $15.78 in after-hours trading. Nevertheless, the second-quarter gross margin, for example, was still a far cry from AMD's 57 percent gross margin in the second quarter of 2006. Rivet acknowledged that to instill confidence in the company, "we must improve our financial results." AMD faces an uphill battle. After gaining ground, in terms of market share and technology, on Intel two years ago by coming out with dual-core processors, AMD suffered last year as Intel battled back with its own line of multicore chips. In the longer term, AMD is pinning its hopes to a great degree on its "Barcelona" quad-core Opteron server chip, due out in August. That chip will compete with Intel's dual-core "Woodcrest" and quad-core "Clovertown" Xeon processors launched last year. AMD also needs to stay on track and hit its 2009 goal to bring its new Fusion chip -- made with ATI technology -- to market.
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(InfoWorld) - Advanced Micro Devices' move to cut overhead costs by outsourcing its chip manufacturing business may backfire in the long run, according to several analysts who have downgraded the company's stock. AMD is struggling it keep its head above water after posting losses of $611 million and $574 million for its past two quarters. The company has also drawn criticism for its manufacturing, with recent reports that it will delay the full-volume launch of the "Barcelona" quad-core Opteron server chip from July to October. That would hobble AMD in its effort to compete with surging rival Intel. Although AMD's Opteron has won over many users of Intel's Xeon server chips since its launch in 2003, that trend is now in a sharp reversal, according to a June 13 report from Jon Peddie Research. In the market for workstation processors, AMD had pushed Intel's share down to 87.6 percent in the first quarter of 2006, but Intel has rebounded since then, reaching 92 percent share in the first quarter of 2007. The building pressure recently prompted some analysts to predict that AMD might stop manufacturing any chips at all and convert to a fully outsourced business model as soon as 2008. AMD said that rumor had come from a "speculative" Goldman Sachs report, but confirmed that the company is trying to focus its efforts on developing chips instead of manufacturing them, according to AMD spokesman Drew Prarie. AMD currently has a deal giving it access to IBM's chip fabrication plant in East Fishkill, New York. Under that arrangement, AMD can perform much of its research and development without having to incur the cost of owning its own manufacturing plant, he said. "We're looking to find ways to extend that model beyond research and development to the full range of the manufacturing supply chain," Prarie said Monday. "That could run the range from increasing the amount of processors we send out for chartered manufacturing, and could also include things like establishing partnerships on the manufacturing side." AMD has already taken some steps in this direction. In 2006, AMD announced a plan to give Chartered Semiconductor Manufacturing a heavier load, asking the firm to begin making the new 65-nanometer scale Athlon chips and other processors. And in May, AMD announced that it hadÂ awarded the job of manufacturing its newest graphics chips to Taiwan Semiconductor Manufacturing Company (TSMC). Now the company may be preparing to expand that model, according to a June 17 report from Citigroup analyst Glen Yeung. AMD is on the verge of making a "transformational move" such as outsourcing a larger share of low-end processors to TSMC, selling a share of the manufacturing capacity in its Fab 30 chip-making plant in Dresden, Germany, or even selling a share in its planned $3.2 billion chip plant in Saratoga County, New York, Yeung wrote. Despite AMD's insistence that such an arrangement would simply allow it to stay in the chip business while cutting costs, the uncertainty makes Wall Street analysts nervous. The Citigroup report lowered its estimate of AMD's future revenue from $1.3 billion to $1.1 billion for the second quarter, and from $5.8 billion to $5.6 billion for the full year of 2007. Those figures would represent a flat performance compared to AMD's performance last year, with $1.22 billion of revenue in the second quarter of 2006 and $5.6 billion for the full year. "We are again lowering AMD estimates, this time for 2Q07 (we had previously lowered 2H07), reflecting our field checks suggesting current conditions are weak," Yeung wrote. While Citigroup recognizes that AMD could be moving away from its own manufacturing and that could help the company cut costs, "we remain on hold for the shares given near-term weakness," he wrote. In contrast, Yeung said Intel would continue to enjoy a competitive advantage thanks to theÂ potential delay of AMD's Barcelona chips, the rising popularity of Intel's new Santa Rosa notebook platform, and the continued sales of Core-family chips for desktop PCs.
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With two new Athlon 64 chips, AMD (NYSE: AMD) continues to push industry giant Intel in the battle for position in the desktop-processor space. AMD has launched the Athlon 64 FX-55 and Athlon 64 4000+, with an eye on carving a bigger niche in high-performance personal computing.
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(InfoWorld) - Advanced Micro Devices (AMD) showed a laboratory version of its promised "Barcelona" quad-core Opteron 8000 server chip to analysts on Thursday, saying it planned to begin selling the product in the second quarter of 2007. AMDÂ will pitch the chip to users of high-end, commercial workstations and servers, who could see performance improvements of up to 70 percent in database applications and 40 percent in floating-point applications compared to AMD's dual-core "Rev F" Opteron. The demonstration Thursday, to analysts gathered in Berkeley, California, was AMD's second effort to show that it is keeping up with quad-core chips from rival Intel Corp. AMD also launched its "4x4" Quad FX Platform, a motherboard with two dual-core Athlon 64 FX-70 series chips intended for the desktop gaming market. Intel lost significant market share to AMD in 2006Â as it was criticized for being slow to produce chips that emphasized power efficiency instead of pure calculating speed. Intel hasÂ bounced back in recent monthsÂ with the launch of dual-core chips including the Core 2 Duo for desktops and Xeon 5100 "Woodcrest" for servers. On Nov. 14 Intel reached the market first with quad-core chips, with the Core 2 Extreme QX6700 for gamers and Xeon 5300 for servers. Intel has alsoÂ led the industry in converting its chip designsÂ from the 90-nanometer process to 65 nm, including all four processors mentioned above. In response, AMD has criticized Intel's quad-core design as merely gluing two dual-core Woodcrest chips together, whereas the Barcelona chip includes all four cores on a single piece of silicon. Analysts are divided on the impact of that distinction, and say they cannot measure the difference until they compare benchmarks from both finished versions. Still, AMD trumpeted Barcelona as an engineering achievement that marks the company's shift to 65-nm architecture. By shrinking the processor die, AMD is able to improve power efficiency and squeeze an extra level of shared cache memory onto the design, said John Fruehe, AMD's worldwide market development manager for server and workstation products. "As you add more cores, it becomes less about brute force and more about the efficiency of how many things you can do at once, and how efficiently you can order them," he said. "From a customer perspective, those who will see the biggest bang for their buck with quad-core are people running applications like larger databases. The more threaded an application is, the more benefit you get." The users who will see the greatest return on their quad-core investment are users of multithreaded applications like CRM (customer relationship management), ERP (enterprise resource planning), e-commerce and virtualization, Fruehe said. AMD will first launch the Barcelona design on a four-socket board (running four quad-core chips) and a two-socket board (running two quad-core chips). The company will wait until later in 2007 to launch single-socket Barcelona boards, which are used mainly to develop new applications for the larger servers or to run Web farms to handle multiple simultaneous processing requests. AMD expects servers vendors such as Dell Inc., Hewlett-Packard Co., IBM Corp. and Sun Microsystems Inc. to adopt the new technology for their servers in 2007, although none of those companies has yet made a public announcement.
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As this year comes to a close, AMD executives won&#39;t be sorry to put 2007 behind them. Battered by rising debt, shrinking market share and mounting financial losses, AMD is counting on a comeback in 2008. But can the struggling chip maker make good on its promises to customers and investors that better times lie ahead?Many of AMD&#39;s current troubles are tied to Barcelona, the first version of its Quad-Core Opteron processor.&#160;Repeated delays of this chip weakened AMD&#39;s finances and undermined confidence in the company&#39;s ability to deliver new products as promised. Rebuilding that lost confidence among corporate users and the financial community won&#39;t be easy and the company can ill afford further missteps.Over the next six months, there are several milestones that AMD must hit in order to get back on track. The first, and arguably most important, involves volume shipments of Barcelona, scheduled to happen during the first quarter. AMD desperately needs this chip to shore up flagging revenue from its commercial business and to take back ground lost recently to Intel in the server market.With a bug that was recently discovered in Barcelona fixed, AMD expects the latest version of the chip to start coming out of its manufacturing plants in January. Barcelona shipments are expected to rise throughout the first quarter, reaching &quot;full volumes&quot; and widespread availability of servers based on the chip during the second quarter, according to Phil Hughes, an AMD spokesman.Another early milestone to look out for involves Shanghai, the second version of the Quad-Core Opteron chip that&#39;s set for volume production during the second half of 2008. AMD will produce Shanghai with a 45-nanometer manufacturing process that is one generation ahead of the 65-nanometer process used to make Barcelona.The numbers used to describe chip manufacturing processes refer to the average size of the smallest features that can be created on a chip. The smaller these features can be made, the better. Making these features smaller gives chip makers the ability to shrink the overall size of a chip, thereby reducing unit manufacturing costs, or to add new features. Chips made using a more advanced process may also consume less power and run faster than other versions. But semiconductor production is as much art as it is science, and moving to a more advanced process is fraught with risks.In the case of Shanghai, AMD will take advantage of the 45-nanometer process to triple the size of the Level 3 (L3) cache, from 2M bytes in Barcelona to 6M bytes. The L3 cache is a shared pool of memory that can be accessed by all four cores on the chip. Each core has 512K bytes of Level 2 (L2) cache. When data is moved out of the L2 cache, it moves into the L3 cache instead of main memory, meaning that the core can access this information more quickly than would otherwise be possible.Like AMD&#39;s existing server lineup, Barcelona and Shanghai also include an on-chip memory controller that further helps to increase performance.The memory structure used in the Quad-Core Opteron is different from Intel&#39;s server chips, which do not use an L3 cache and do not have an on-chip memory controller. Instead, Intel&#39;s quad-core Xeon 7300 server chips have 8M bytes of shared L2 cache. Since Intel processors actually pack two dual-core chips inside a single package, the L2 cache is divided into two parts, with 4M bytes on each silicon chip. Intel&#39;s processors do not use an on-chip memory controller.Boosting the Quad-Core Opteron&#39;s L3 cache with Shanghai should give AMD&#39;s quad-core chips the opportunity to stretch their legs, but the company has to make them first. The first working samples of Shanghai are due out of AMD&#39;s factory in Dresden, Germany, in January, according to recent remarks by Mario Rivas, executive vice president of AMD&#39;s Computing Products Group. If these samples arrive late or suffer from unexpected technical problems, this could delay volume production of Shanghai to late 2008 or even early 2009. Conversely, working samples that arrive on schedule and meet or exceed expectations would give AMD an added boost.Besides the server segment, there are a couple of key product milestones on AMD&#39;s roadmap for desktop and mobile processors that bear watching as well.For example, the company plans a first-quarter rollout of Perseus, a package of chips aimed at PCs for the corporate market and centered on a quad-core or triple-core processor and an RS780 or SB700 chipset. A dual-core version will also be rolled out. During the second quarter, AMD plans to roll out Puma, a chip package designed for notebooks. Puma is based on a new processor, called Griffin, expected to offer better performance and power efficiency than AMD&#39;s existing line of mobile processors.AMD plans to offer additional details of its plans and upcoming products at the Consumer Electronics Show to be held in Las Vegas during January, Hughes said.
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Four-core coming AMD has grown tired of hearing about Intel's four-core Xeon wonders and so countered today with some faster Opterons and some lower-voltage ones. If you can't beat them with cores, beat them with variety.â¦
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Chop, chop AMD has followed up last week's Opteron price cuts with a round of reductions applied to its Athlon-brand processors. The latest cuts affect both single- and dual-core versions of the 64-bit CPU family.â¦