Advanced Micro Devices, Inc. (AMD) CEO Lisa Su on Q2 2019 Results - Earnings C
all Transcript $AMD
https://seekingalpha.com/article/4279298
AMD電話會議
1.8/7 ROME上市
2.7nm產品毛利超過50%
https://i.imgur.com/8LqppX0.jpg
3.三星給Radeon 的license fee 今年是1億美元
https://i.imgur.com/o59kX0R.jpg
4.high end NAVI跟mobile 7nm CPU
下季還是下下季發布？
https://i.imgur.com/9ovCftG.jpg
5.未來4-6季server佔有率從5%到達雙位數
https://i.imgur.com/57z3ZZA.jpg