AMD has already subscribed ~200k wafers capacity including both 7nm and 5nm for next yearWill surpass Apple in Q2 and become the largest customer of TSMC based on wafer volume for the first time; account for 20%+ of TSMC revenue while Apple is still the largest customer contributor to TSMC’s revenueWafer volume: early 2019: 2k~3k/m; this year on average: 7k5 ~ 8k/m; next year: 16k+/mEpyc Genoa based on Zen 4 manufactured on 5nm, risk production in Q4 this year and volume production possibly starts in 1H2021, which was originally planned in 2H2021, in order to "occupy" TSMC's 5nm capacityRyzen 5000 CPU and APU both on 7nm, volume production in 2021All product lines will use 5nm in 2022 (not essentially all models) and will become the largest contributor to TSMC’s revenue tooGenao on track for early H2 2021. Check out our wiki and Discord!Press J to jump to the feed. The average monthly production volume this year has increased to 7,500 to 8,000. According to AMD’s plan, its latest fourth-generation EPYC server processor "Genoa" (referring to the product code) is determined to be unveiled next year. However, analysts expect the company’s 2019 sales to only grow 3.7% YoY. According to the progress, it is estimated that 5 and 7 nanometers will enter the peak of mass production in the second and third quarters of next year.Although from a full-year perspective, TSMC’s customer with the highest revenue share next year will still be Apple, with the continuous advancement of advanced manufacturing processes, AMD’s product line in 2022 will fully introduce the 5-nanometer process, which will contribute to TSMC’s single-quarter revenue. Analysts’ upgrades, despite the weak revenue guidance, signal that the stock has upside potential. Real-time trade and investing ideas on Advanced Micro Devices, Inc. AMD from the largest community of traders and investors. AMD has released a brand new Fortnite Creative Islands multiplayer map, the AMD Battle Arena, to "celebrate the future of AMD gaming". It also says ryzen 5000 cpu (zen4) is on 7nm. Press question mark to learn the rest of the keyboard shortcutsCookies help us deliver our Services. The company expects Ryzen, EPYC, and Radeon product sales to drive its fourth-quarter revenues. Sign Up. Zen 3 brings another 10%+ improvement but it can't win all the orders, 5nm Epyc with another small IPC improvement will definitely kills 14nm++ XeonMilan is later and Genoa earlier because of Huawei. CDNA might come on N3 tho.I think Ryzen 5000 APU will still use Vega with Zen 3, AMD only need to bump it back to Vega 10/11 and they wanna an early launch. ... help Reddit App Reddit coins Reddit premium Reddit gifts. The proportion will further increase, becoming the largest source of revenue contribution to TSMC.Volume production of Genoa in 1H2020 seems counter intuitive given that Milan hasn't launched yet. We also think that the company’s upcoming product line-ups would deliver strong sales and earnings in 2020. Rooms Trade App. Get the latest Advanced Micro Devices, Inc. (AMD) stock news and headlines to help you in your trading and investing decisions. Real-time trade and investing ideas on Advanced Micro Devices, Inc. AMD from the largest community of traders and investors. According to the SEC filing, here are a couple of high-profile AMD insider selling for the past couple days:Lisa Su (CEO): sold $11.8M worth of AMD stock in Aug 11, and sold $4.1M in Aug 9.KUMAR DEVINDER (CFO): sold $5M in Aug 11, and sold $1.2M in Aug 9.GRASBY PAUL DARREN (SVP & CSO): sold $1.2M in Aug 9.That is a total of $28.4M in 2 days, which is a lot of profit-taking for a short amount of time.Will this trend continue as AMD price keeps hitting ATH? AMD’s sales will likely improve significantly in 2020 with an increase of 26.8% YoY.AMD stock closed 13.3%, 24.6%, and 25.2% above its 20, 50, and 100-day moving averages of $35.21, $31.99, and $31.86, respectively. AMD stock closed 13.3%, 24.6%, and 25.2% above its 20, 50, and 100-day moving averages of $35.21, $31.99, and $31.86, respectively. Interestingly, the target price upgrades come after the semiconductor company AMD stock closed the trading day at $39.88 on Monday. Press question mark to learn the rest of the keyboard shortcutsCookies help us deliver our Services. Fortunately, by the end of 2016 AMD shares were making new decade highs above $10 per share.After spending most of 2017 and the first half of 2018 in a trading range between $10 and $15, AMD hit $20 and then $30 by the end of 2018 as headlines about AMD gaining CPU share from Intel boosted the stock.AMD gained momentum in 2019 as Intel’s issues persisted, and the stock hit its decade high of $52.81 on Friday ahead of earnings.The popular semiconductor stock was a top overall performer over the past decade.