AMD Stock...Wow!

[dyonoctis]

Wouldn't be the first time. Athlons (XP, 64, X2) ran a good GHz below the processors they competed with. It's likely that AMD is clock-for-clock better than Intel but it is also likely Global Foundries can't produce 4 GHz CPUs like Intel can. AMD has to ship what they have because they can't afford delays--just like Bulldozer. Zen will no doubt be the best architecture AMD has ever produced but if Global Foundries can't deliver it on a good process, AMD will not come out on top.

The fact of the matter is that AMD wouldn't have underclocked the Intel processor if it could straight up beat it.

It's not like Intel got a 8 core 4ghz cpu either. Beside, and it's been said several time, Amd was only trying to show off the architecture improvement of zen clock-to-clock. 3Ghz is just a round number. I'm seriously doubting that reaching 3ghz on a x86 8 cores would be impossible. I mean excavator was a power hungry beast yet they managed to sell that thing at 5ghz on a 32nm made by global foundries. Unless zen is a super dense, ultra complicated, over engineered,optimised with the feet chip, they shouldn't have trouble at 14nm. Remember that GCN can't reach high clock because it's a very busy, dense chip, while Nvidia chip have a simplier design that's why they can reach 2Ghz, if tsmc was able to make amd gain 600mhz they would have gone with them.

Yes the athlon cpu didn't have huge Ghz like the pentium 4 , but they didn't need to. The pentium 4 were all about moar Ghz from the ground up, and that didn't work out so well, the pentium III were faster than the first pentium 4 at the same clock.

Until AMD officially communicate on core clock we shouldn't make any assumption.

Fooled over and over and over. Polaris is a good example. The fanboys pumping AMD stock claim that Polaris was and is a smashing success, but I see no improvement in the AMD vs Nvidia matchup compared to last generation. Pascal has ~70% higher FPS/W. AMD is absent a flagship. In the low-mid range, Polaris "competes" by having more expensive architecture. Polaris cards are OOS because of poor supply, not high demand. AMD got a small bump in GPU market share earlier this year because of the R9 380 and Fury sales. I don't see anything with Polaris that is pushing that higher, rather it could very well head the other direction.

To all the fanboys, do you understand why AMD lost so much market share to Intel and Nvidia in the last few years? Do their new GPU and CPU designs really put them in a better competitive position? Polaris is the only one we've seen, and the answer is no. It's hard to imagine Zen faring worse than Excavator vs Intel, but where it will actually land is pure speculation. I'm 99% sure that AMD is exaggerating Zen performance, and they are only fudging benchmarks comparing it to Broadwell! Granted Broadwell will still be quite decent a year from now. Probably. Intel might actually get off their asses and give us a significant bump. At any rate based on past hype vs reality, I don't expect any miracles from AMD.

Don't forget that Broadwell-E is the most recent X99 (therefore 6core+) architecture. X99 cpu are always one architecture behind compared to the mainstream chips.

 

[FR@NK]

It's not like Intel got a 8 core 4ghz cpu either

The 6900k will do 4GHz in turbo mode. Maybe thats what Ford was referring to.

I have to give credit to AMD, just by looking at the stock price, you can tell they are really pushing hard to stay in the game.

 

[dyonoctis]

The 6900k will do 4GHz in turbo mode. Maybe thats what Ford was referring to.

I have to give credit to AMD, just by looking at the stock price, you can tell they are really pushing hard to stay in the game.

4Ghz only when one core is being used, at full load it's a 3,2 GHZ cpu, the blender benchmark was a full load test so the 4 ghz don't matter in that particuliar case. (and we know that zen will have something similar to turboboost.)

 

[Frag_Maniac]

Fooled over and over and over. Polaris is a good example...

Actually I was only referring to the quote itself, not AMD.

 

[phanbuey]

Either way this is amazing news. Sad to say that i sold my AMD stock at 5.7 (bought it at $2.19 lol) - i was betting on Polaris flopping a bit -- it didnt.

It is great to see that there is a potential for AMD to release a competitive chip; that being said, I have yet to see an AMD marketing presentation that has matched up to reality. Most marketing presentations are a bit of a stretch but AMD's specifically has had some epic BS moments.

 

[FR@NK]

at full load it's a 3,2 GHZ cpu

The base frequency is 3.2GHz, with turbo it will run at 3.7GHz will all threads loaded. Yep and 4GHz with a single core loaded. I doubt Global Foundries will produce chips that can hit these speeds. If and when Zen fails I expect the stock price will stay fairly steady since, even if a failure, its still better then what AMD currently offers.

 

[FordGT90Concept]

@dyonoctis my point is that AMD pulled Intel down to its clock instead of pushing their own chip up to Intel's clock. It doesn't inspire confidence.

 

[FR@NK]

It doesn't inspire confidence.

Yea but the stock market seems to disagree :/

 

[phanbuey]

Yea but the stock market seems to disagree :/

It's because before there was no amount of clockwork tweaking that could be done to match intel's numbers lol.

 

[dyonoctis]

The base frequency is 3.2GHz, with turbo it will run at 3.7GHz will all threads loaded. Yep and 4GHz with a single core loaded. I doubt Global Foundries will produce chips that can hit these speeds. If and when Zen fails I expect the stock price will stay fairly steady since, even if a failure, its still better then what AMD currently offers.

Someone need to explain to me why all of a sudden Global foundry will have a hard time doing 3Ghz+ x86 cpu when they had no issue doing that on 6 core back in 2010 with 45nm. The 14nm is really that bad ? If so why don't they go at TSMC ? the Radeon HD 7000,r9 200,r9 300 were made by TSMC, so why would they have switched to a bad foundry when they are in the red ?

(After looking the blender video were they talk of the engineering sample being a "3ghz" cpu, I'm going to be mad if we don't see one with at least a 3ghz base clock. I can't get more bullshit, and no more overpriced cpu, anti price/performance progression stuff from intel. Those guys need to get bitchslapped. I'm not a fanboy since I own an Intel cpu. They are sadly the best thing you can get right now. I need to believe in something.)

 

[rruff]

Yea but the stock market seems to disagree :/

There is extreme fanboyism on forums that discuss AMD as an investment. The *real* investors can't afford to be fans, but they are happy to ride a wave of irrational exuberance. They have their AI gathering info to tell them when to hold'em and when to fold'em. It would be a major mistake to believe that the stock price reflects fundamental company performance.

 

[phanbuey]

Someone need to explain to me why all of a sudden Global foundry will have a hard time doing 3Ghz+ x86 cpu when they had no issue doing that on 6 core back in 2010 with 45nm. The 14nm is really that bad ? If so why don't they go at TSMC ? the Radeon HD 7000,r9 200,r9 300 were made by TSMC, so why would they have switched to a bad foundry when they are in the red ?

(After looking the blender video were they talk of the engineering sample being a "3ghz" cpu, I'm going to be mad if we don't see one with at least a 3ghz base clock. I can't get more bullshit, and no more overpriced cpu, anti price/performance progression stuff from intel. Those guys need to get bitchslapped. I'm not a fanboy since I own an Intel cpu. They are sadly the best thing you can get right now. I need to believe in something.)

The fab process doesnt have as much to do with the CPU speed as much as the actual design of the CPU. But yes if you're seeing an ES of 3.0Ghz, you will probably see 3.0+ ghz versions of the chip, unless AMD pulled their typical marketing BS and cherry picked a sample.

 

[FordGT90Concept]

Yea but the stock market seems to disagree :/

One word: Theranos. Just because a stock goes up or down significantly doesn't mean it should. They effectively represent bets.

Someone need to explain to me why all of a sudden Global foundry will have a hard time doing 3Ghz+ x86 cpu when they had no issue doing that on 6 core back in 2010 with 45nm. The 14nm is really that bad ?

8 cores and 16 threads on a process that appears to be uncompetitive with TSMC's 16nm. Remember, most of the die real-estate is consumed by cache memory--new processors have many megabytes worth compared to chips back in 2010.

If so why don't they go at TSMC ?

AMD is contractually obligated to buy most of its processors from Global Foundries.

the Radeon HD 7000,r9 200,r9 300 were made by TSMC, so why would they have switched to a bad foundry when they are in the red ?

Two reasons: the point above and because TSMC was stuck on 28nm for so long. AMD jumped at the opportunity to get their GPUs to 14nm when Global Foundries offered not knowing TSMC would be quicker to market with 16nm.

 

[OneMoar]

 

[Melvis]

I have yet to see an AMD marketing presentation that has matched up to reality. Most marketing presentations are a bit of a stretch but AMD's specifically has had some epic BS moments.

 

[TheGuruStud]

G

Wouldn't be the first time. Athlons (XP, 64, X2) ran a good GHz below the processors they competed with. It's likely that AMD is clock-for-clock better than Intel but it is also likely Global Foundries can't produce 4 GHz CPUs like Intel can. AMD has to ship what they have because they can't afford delays--just like Bulldozer. Zen will no doubt be the best architecture AMD has ever produced but if Global Foundries can't deliver it on a good process, AMD will not come out on top.

The fact of the matter is that AMD wouldn't have underclocked the Intel processor if it could straight up beat it.

GF isn't making these, right? Aren't these coming from Samsung (until APU ver then GF?).

 

[TheGuruStud]

Either way this is amazing news. Sad to say that i sold my AMD stock at 5.7 (bought it at $2.19 lol) - i was betting on Polaris flopping a bit -- it didnt.

It is great to see that there is a potential for AMD to release a competitive chip; that being said, I have yet to see an AMD marketing presentation that has matched up to reality. Most marketing presentations are a bit of a stretch but AMD's specifically has had some epic BS moments.

You mean like intel pretending to play a racing game on iGPU? Their system could barely even play the video lmfao (it froze for seconds).

How that loser even continued was absurd. Those attending should have walked out and called him every name in the book.

 

[FordGT90Concept]

I think Global Foundries is making everything new from AMD. There was a rumor Samsung was going to get Polaris but even those ended up by being manufactured by Global Foundries.

 

[OneMoar]

vega will be samsung/TSMC

AMD needs to get away from gloflo they suck they have sucked they will continent to suck they SUCK
untill amd gets away from gloflos suckyness they will continue to be the laughing stock of the chip industry

 

[BiggieShady]

they suck they have sucked they will continent to suck they SUCK

 

[OneMoar]

View attachment 78158

pretty much buy hey don't take my word for it google it

 

[TheGuruStud]

No

View attachment 78158

No reason to be skeptical lol

 

[TheoneandonlyMrK]

The base frequency is 3.2GHz, with turbo it will run at 3.7GHz will all threads loaded. Yep and 4GHz with a single core loaded. I doubt Global Foundries will produce chips that can hit these speeds. If and when Zen fails I expect the stock price will stay fairly steady since, even if a failure, its still better then what AMD currently offers.

My fx 8350 has sat above 4.7-5GHz (4-4.2 stock)its whole 3 year life make sense man, also intel have got no where near 4 GHz with an 8+ core+ ht(16+ cores) enabled chip apples to apples not apples to apple pip please ,so don't expect a 4GHz 16 core CPU from Amd ,the heat and tdp would be amazing, ill hopefully show you soon.

 

[lemkeant]

After reading this thread, I'm surprised why nobody commented on the real reason for the stock price rising this year? I'm a pretty happy shareholder since I jumped on board late last year

- First of all, AMD is in line to turn an unexpected profit for the first time in many years
- Also, they licensed out some of their tech to a Chinese company for servers. That brought in $200+ million for just 2016

Pair those up with an analyst upgrade or 2, and you have a good reason that a stock is probably worth more than $2/share. The Zen stuff is just something that gave it a small bump on Friday. As a stock holder, I was a lot happier with the licsensing deal that pushed it 60% in 1 day

 

[JATownes]

And now AMD has their first market share increase in 4 years.

According to the report, AMD’s average total market share increased for the first time in 4 years for both desktop and mobile segments. The last time an uptick in AMD’s GPU market share happened was during the GPU cryptocurrency mining craze back in 2012. As discrete desktop GPUs drove most of this growth in market share, this is likely due in large part to AMD’s strategic launch of mainstream Polaris GPUs which has seen unwavering demand since its launch several months ago. In contrast, Nvidia and Intel marketshares have declined since 1Q2016. Nvidia however has continued to drive record revenues due to increases in average selling prices despite fewer units shipped.

Http://www.custompcreview.com/news/...ars-despite-lower-gpu-shipments-2q2016/31876/