超微宣布再裁員7% 3年來第3波 - 3C

By Adele
at 2014-10-17T14:10
at 2014-10-17T14:10
Table of Contents
※ 引述《gaiaesque (一起來聽minimal吧)》之銘言:
: http://tinyurl.com/n25tvez
: 2014年10月17日12:19
: 美國晶片製造廠超微(AMD)周四宣布將裁員7%,約相當710人,並預估本季營收將不如市
: 場預期,股價周四盤後重挫5%。
我今天看到這財報也很訝異
然後又有點感慨
畢竟待惹四年的地方
即使離開 我還是多少相信2016AMD重返榮耀
簡短地說
明年整年 或者說大概最少還有六季左右的時間
amd都會很慘
明年的cpu主流級是28nm的carrizo 低功耗是20nm的noland
20nm多半會遇上良率問題 而且低功耗x86這塊可以說沒賺頭
28nm直接對打intel 14nm
重點是 carrizo比kaveri大概只有功耗進步一些
效能基本上差不多 頂多gpu大塊一點好一點
這個去打intel 14nm是輸慘惹
搞不好連顯示都被intel笑
獨顯部分呢
頂多加個hbm 大概就賣便宜點而已 省掉gddr5的錢
不過對上nv maxwell也是GG
很慘
2016 Q2/Q3之前完全沒有任何希望
如果zen core出來不如預期
那amd就真的
掰惹
--
: http://tinyurl.com/n25tvez
: 2014年10月17日12:19
: 美國晶片製造廠超微(AMD)周四宣布將裁員7%,約相當710人,並預估本季營收將不如市
: 場預期,股價周四盤後重挫5%。
我今天看到這財報也很訝異
然後又有點感慨
畢竟待惹四年的地方
即使離開 我還是多少相信2016AMD重返榮耀
簡短地說
明年整年 或者說大概最少還有六季左右的時間
amd都會很慘
明年的cpu主流級是28nm的carrizo 低功耗是20nm的noland
20nm多半會遇上良率問題 而且低功耗x86這塊可以說沒賺頭
28nm直接對打intel 14nm
重點是 carrizo比kaveri大概只有功耗進步一些
效能基本上差不多 頂多gpu大塊一點好一點
這個去打intel 14nm是輸慘惹
搞不好連顯示都被intel笑
獨顯部分呢
頂多加個hbm 大概就賣便宜點而已 省掉gddr5的錢
不過對上nv maxwell也是GG
很慘
2016 Q2/Q3之前完全沒有任何希望
如果zen core出來不如預期
那amd就真的
掰惹
--
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3C
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