They need all the income they can get for R&D. Every generation is more complex than the previous, so the costs will only go up. Seeing how TSMC has something too close to a monopoly on high performance next generation 7nm production, it's somewhat safe to guess the manufacturing costs won't be super cheap. Let's hope some of the R&D money goes toward the graphics unit.

dat 50% Net income growth (over 2017 Q3). I'd smack it. 😛 Just need more infrastructure management to take a Red pill and stop chewing on Blue one.

AMD, Time to deliver on graphic cards now !!

FM57:

AMD, Time to deliver on graphic cards now !!

Agreed, if AMD could deliver a similar card as 2080 at a lower price, they would grab a huge piece of the pie. I believe Nvidia made an Intel mistake by charging such crazy high prices for their Gpu and left the door wide open for Amd. Amd is notorious for under cutting their competitor in pricing and oh man do they have room to come in lower at pricing. I know I am not even considering buying a Rtx card because of pricing and I am sure I am not alone. The only caveat here is that I don't know if AMD is going the ray tracing route. To me this seems like a lot of fluff, and even find it distracting in the demo's I've seen. But if that's what the customer wants Amd will have to deliver and hopefully at a lower price point.

FM57:

AMD, Time to deliver on graphic cards now !!

Lol, might as well pray to the Flying Spaghetti Monster instead, that has more of a chance of delivering than AMD. AMD are going to recycle their 400 series cards, again. There will be nothing new from them.

sverek:

dat 50% Net income growth (over 2017 Q3). I'd smack it. 😛 Just need more infrastructure management to take a Red pill and stop chewing on Blue one.

It takes a lot of time and a lot of push from the OEM channels which AMD has very little presence in. I told people last year that Epyc wasn't going to just come in and steal 10-15% marketshare because "lower prices". Larger companies buying through partner channels don't care about the cost associated with the hardware. Until companies like CISCO, Dell/EMC start pushing tons of different EPYC configurations out, server marketshare won't move much. As for a new GPU - AMD gave weak guidance for the rest of the year, they aren't shipping a new GPU anytime soon - at least one that they expect people would want.

NewTRUMP Order:

I believe Nvidia made an Intel mistake by charging such crazy high prices for their Gpu and left the door wide open for Amd.

I disagree. Nvidia's prices are annoying and ridiculous (at least for the 2080Ti and better), but as much as we might not like them, they are justified and they are very much working in Nvidia's favor. By the time either Intel or AMD come out with competition, Nvidia can lower their prices to a more competitive level, and by then it'll have been a long enough wait that their loyal customers won't get too angry over the major price drop. This is also assuming either Intel or AMD comes out with something truly competitive. Considering AMD's aging technology and Intel having practically no previous experience in making GPUs, I'm not feeling all too confident that Nvidia is going to get out-paced. I'd like it if they did (the last thing Nvidia needs is an ego boost - it's pretty much the 1 thing I hate about the company), but I'm keeping my expectations low.

Amd is notorious for under cutting their competitor in pricing and oh man do they have room to come in lower at pricing. I know I am not even considering buying a Rtx card because of pricing and I am sure I am not alone. The only caveat here is that I don't know if AMD is going the ray tracing route. To me this seems like a lot of fluff, and even find it distracting in the demo's I've seen. But if that's what the customer wants Amd will have to deliver and hopefully at a lower price point.

I'm sure AMD will be going the raytracing route. They're probably going to approach it very differently from Nvidia (in that I doubt they're going to make an entirely separate chip dedicated to FP16 cores) but there's nothing really preventing them from implementing it. On a side note: In the event raytracing really does take off, I really hope we'll be able to use a separate GPU (from any brand) dedicated to it. Seems like raytracing is pretty demanding so a separate discrete GPU would be nice. At least in Nvidia's perspective, it'd be interesting if they released a low-profile single-slot GPU of just tensor cores for that very purpose. I would think a "GPU" like that might actually sell very well, even for AI devs.

schmidtbag:

On a side note: In the event raytracing really does take off, I really hope we'll be able to use a separate GPU (from any brand) dedicated to it. Seems like raytracing is pretty demanding so a separate discrete GPU would be nice. At least in Nvidia's perspective, it'd be interesting if they released a low-profile single-slot GPU of just tensor cores for that very purpose. I would think a "GPU" like that might actually sell very well, even for AI devs.

I think the same. A dedicated Ray tracing card makes perfect sense considering how demanding it can be. Or Nvidia could allow a SLI solution for ray tracing were one GPU would display everything except the RT effects that would be handled only by the second GPU. Of course for this to be successful it needs to work with AMD cards otherwise is going to suffer the same fate of dedicated Physix...

Denial:

It takes a lot of time and a lot of push from the OEM channels which AMD has very little presence in. I told people last year that Epyc wasn't going to just come in and steal 10-15% marketshare because "lower prices". Larger companies buying through partner channels don't care about the cost associated with the hardware. Until companies like CISCO, Dell/EMC start pushing tons of different EPYC configurations out, server marketshare won't move much. As for a new GPU - AMD gave weak guidance for the rest of the year, they aren't shipping a new GPU anytime soon - at least one that they expect people would want.

Yeah, the EPYC ramp isn't going as quickly as investors wanted, and guidance was weaker than expected. The reality is still one of gradual evolution, not a rapid revolution. No surprise that the stock tanked after hours. Personally, I didn't expect much from AMD this year. Zen+ was merely a refresh of Zen and I skipped it altogether. I fully intend to upgrade to Zen 2 next year though, for both my gaming and HEDT systems. Hopefully AMD gains more traction then (perhaps even a decent GPU offering?).

H83:

I think the same. A dedicated Ray tracing card makes perfect sense considering how demanding it can be. Or Nvidia could allow a SLI solution for ray tracing were one GPU would display everything except the RT effects that would be handled only by the second GPU. Of course for this to be successful it needs to work with AMD cards otherwise is going to suffer the same fate of dedicated Physix...

Please!! Considering how Nvidia loves to have propietary stuff in order to crample performace in AMD GPU(or their own GPU lol ), I´m not forseeing anytime soon or ever such thing like an "RTX" card that is compatible with AMD. I would rather AMD/Nvidia invest in better technology to substitute CF/SLI with like those on-board chips to have back the x2 video cards (but that is just ME).

hijodeosiris:

I would rather AMD/Nvidia invest in better technology to substitute CF/SLI with like those on-board chips to have back the x2 video cards (but that is just ME).

They already have. With Vulkan, you can technically do a mGPU setup with mismatched parts, even from different brands. The problem is game devs won't implement it.

AMD has been working on Ray Tracing for quite some time now. They will have their solution.

Good news, but they still have plenty of debt accrued over the years.

alanm:

Good news, but they still have plenty of debt accrued over the years.

I thought they were in the black last year?

schmidtbag:

I thought they were in the black last year?

Debt, not deficit.

FM57:

AMD, Time to deliver on graphic cards now !!

From the earnings call transcript it might take some time before the CG segment recovers. It is a good thing Epyc is rolling along.

Q: For the first one, Lisa, can you help us kind of quantify how much of a headwind was that excess graphics inventory in Q3 and maybe also in Q4, so we can reconcile some of the differences between what you're reporting and guiding versus some of the consensus expectations out there? A: So, the best thing I can say is when we look at the CG segment as a segment, we're down about $150 million here in the third quarter. We had expected the segment to be down, but we probably expected it to be down about $50 million or so. And if you look at that difference from when we started the quarter, that's entirely the GPU channel. We had some other puts and takes in there, but it's basically the GPU channel. Q: So, basically, you're saying this problem kind of goes away in Q4 or you're done with it by now? Or can it continue to be a headwind in Q4? A: We are expecting that it might take a couple quarters to completely get back to, let's call it, a normal channel. However, it is factored into our Q4 guidance.

https://seekingalpha.com/article/4214112-advanced-micro-devices-amd-q3-2018-results-earnings-call-transcript?page=1

D3M1G0D:

Debt, not deficit.

Ah whoops, my bad.

If AMD delivers a GPU that is competitive with my GTX 1080 Ti before the end of this year and is priced around where AMD usually prices their top end GPU then I will have a hard time not buying since I'm pretty pissed off with Nvidia right now. Unfortunately I don't have any realistic expectation of it happening in 2018. :/

AMD Can take a huge part of the Graphics market with a card that matches a 2070 or passes it a little. While using the same power as the 2070 or less. If AMD's newer cards matched the 2070 or beats it at a good price point, AMD wins. AMD really wins if they add x-fire to the card and truly support it. AMD doesn't need to compete with the 2080.

Killian38:

AMD Can take a huge part of the Graphics market with a card that matches a 2070 or passes it a little. While using the same power as the 2070 or less. If AMD's newer cards matched the 2070 or beats it at a good price point, AMD wins. AMD really wins if they add x-fire to the card and truly support it. AMD doesn't need to compete with the 2080.

Crossfire is long dead and targets only small percent of enthusiasts. And AMD tried really hard to show off how RX580 in crossfire beats GTX1080 for lesser price. The reality is, there no stress free crossfire experience. Most of the time user will have to disable it just to be able to play games. Affordable card with RTX2070 performance is also a bit late for now. It will just destroy it own Vega56/64 sales. AMD needs a new lineup that will compete up to GTX1080Ti and have a price that will make it worth it.