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  1. News AMD 3Q23 Results

    Because I get the $0.125 per share now, and if earnings are good, when I sell the stock, the price will be higher, so I get more money then as well And if earnings are good, dividends also go up, meaning along the way, my "now" benefit increases So they're both important, to disregard one or the...

  2. News AMD 3Q23 Results

    Intel had $11.1 bn in cash to start 2023 and have bled $3.5 bn Q1-Q3 (31.5%) AMD had $4.8 bn in cash to start 2023 and have bled $1.3 bn Q1-Q3 (27.1%) The gap is negligible, both companies are dealing with record inventory and Intel not only has similar R&D expenditures as % of revenue, but also...

  3. News AMD 3Q23 Results

    Dividends aren't considered in the earnings / EPS, they are accounted as part of the cash position. From the standpoint of an investor, I consider them separately and additively, as both contribute to realization of gains from investment in a company.

  4. News AMD 3Q23 Results

    It may be difficult to compare Intel's DCAI to AMD's DC because the revenues and expenses each company lumps into those categories is dissimilar. Is there a place we can look to break down the financials of these segments into even more detail? If so, would be interesting. Doubt Intel have a...

  5. Discussion Leading Edge Foundry Node advances (TSMC, Samsung Foundry, Intel)

    Intel could be a similar story to Samsung -- depending on what they can actually do with the $25-30 billion from the CHIPS and FABS acts.

  6. Discussion Apple Silicon SoC thread

    Highest M2 Max SC scores in the GB database are generally the 2800s The earliest numbers were largely in the 2700s, though M2 Max official listing is 2803 Similar trend for other CPUs Also might be irrelevant whether it was at room temp, especially in context of comparing it to unverified...

  7. Question Speculation: RDNA3 + CDNA2 Architectures Thread

    Just because the current asking price on Amazon is $3000, doesn't mean that 4090s sold and contributing to the spot on the list were all sold at that price.

  8. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    Sure, then everyone will complain about the lack of progress in performance. Then you have to push performance charts to the foreground. Rinse. Repeat. (Kidding, of course...) Zen is not marketed to the public for efficiency, it's marketed for performance. How do you think people would be...

  9. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    While x86 and ARM are different beasts, the differences do not account for the vast disparity in performance/watt and IPC seen between the 5950X and the M1. I'd bet there is still yet much improvement that can be made on x86 in IPC and performance/watt via uarch design. Those members who...

  10. News [AT] Dr. Ian Cutress leaving anandtech

    First, well, Ian leaving is a load of merde. But congrats to him -- I really hope for huge things for him. Fantastic talent and knowledge. Second, I agree with most here. I find videos to be a horrific way to present most information. I much prefer a nice long single page review like what I get...

  11. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    This "supply shortage" is certainly interesting. I can walk into any Microcenter and buy a 6900XT GPU, or a 5950X CPU, or a 5700G or 5600G, any day of the week. I know it's more complex than that, but it's hilarious to see the supply chain issues as an excuse for higher prices. The CPU prices...

  12. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    I don't know about you guys but I can't wait to unnecessarily upgrade my entire computer later this year!

  13. Question 3700x vs 5600x - the cheap option

    Having had the 3600X and 5600X, I can't emphasize how much snappier the 5600X is in everyday use. Given your use case, I am not sure the extra cores of the 3700X will be worth it. Then thinking about ways to save even more, comparing the 5600X and 5600G, the 5600G is $80 cheaper (at least at...

  14. Discussion AMD Acquires Xilinx

    AMD isn't "paying" any amount of money. The deal was the XLNX shareholders agreed to sell each share of XLNX for 1.7234 AMD shares. That's it. The actual dollar value of said issued stocks is interesting but irrelevant to the deal. Yes, in the books, the "amount paid" will be written somewhere...

  15. News AMD Q3 Earnings Results

    It's a share conversion - XLNX is purchased from each investor for (if it closed today) $211.86 worth of AMD stock. From an accounting standpoint it affects the books, but in real terms AMD isn't just shelling out the (current valuation) $52.3B. (As an aside, and I am not providing investment...

  16. News AMD Q3 Earnings Results

    Just curious why you think AMD bought back stock in order to increase their EPS or P/E or valuation before the merger?

  17. Discussion PES | Assessing Power and Performance Efficiency of x86 CPU architectures

    5600X - PBO +200MHz ST PES 65.24, Consumption 29,960, Duration 511.64 MT PES 1515.75, Consumption 8,638, Duration 76.37 Hmm...

  18. Discussion PES | Assessing Power and Performance Efficiency of x86 CPU architectures

    I should probably not exaggerate! It felt like I waited more than 10 minutes, but I'm not sure. Will trial again and time it to be sure.

  19. Discussion PES | Assessing Power and Performance Efficiency of x86 CPU architectures

    0.7.3 version just runs multi-thread on an endless loop

  20. Question Apple A15 announced

    I'm not seeing a hugely compelling reason to move on from my A13-powered iPhone 11 Pro. I've never had my battery go below 20%, even on vacation; the pictures are great already and the videos are quite solid for what they are, especially with the ability to do slo-mo which the kids LOVE with...

  21. Discussion AMD Cezanne/Zen 3 APU Speculation and Discussion

    As for these reviews, I think it's really nonsensical for the iGPU reviews as well. Additionally I really think the important point to be evaluated is what can the end-user expect with minimal customization. My 5600X has DDR4-4000 RAM with IF at 2000 and PBO +200 and literally, just enabled...

  22. Question How fast is your browser?

    Yes, but what they put in the Mac Pro will also use more power. It'll probably still be more power efficient than the comparable AMD or Intel chip though. I do not believe that, and I did not say that. The A14 and M1's cores were designed to run with aplomb the common tasks that their target...

  23. Question How fast is your browser?

    Umm... does your Ryzen 9 suck up 180W during Speedometer? If so, you've got some issues. My 5600X (PBO+200) peaked at 64W achieving 216.2 in Chrome private window with Steam, Plex, Citrix (hospital EMR), 10 tabs of Chrome non-private, an Excel file, and Spotify running. It shouldn't really be...

  24. Question How fast is your browser?

    Chrome, Private Mode, 91.0.4472.77 -- 220.3 Edge, Private Mode, 91.0.864.41 -- 217.0

  25. Question New computer build, mulling processor choice (strong ST performance needed)

    I mean... he said 4 cores is enough. Why are there proposals for 6C/12T chips? Getting a 5600X means dishing out $300, and may mean buying a GPU depending on his setup (not sure if it's a headless server or not). Getting a 11600K means laying down $250, has integrated graphics, but uses double...

  26. AMD Ryzen 5000 Builders Thread

    Resizeable BAR support was added to ASRock B450/M Pro4 lineup with AGESA 1.2.0.0 on 3/18/2021, which is usually one of the last to get features. So I'd imagine most of the B450/X470 lineup now have it. On another note, 1.2.0.0 allows stable operation of DDR4-4000 and IF at 2000, which is nice...

  27. Discussion Speculation: Zen 4 (EPYC 4 "Genoa", Ryzen 7000, etc.)

    Given November Zen 3 launch, and a 15-18 month cadence, a first-half launch seems likely (Feb-May 2022). Is there any reason to think the cadence has dropped to more than 18 months even as Intel are moving their cadence to a faster pace?

  28. Question What mouse do you use?

    Logitech MX Master 3 Very nice for long-use sessions, lots of keys, precise, doesn't get in the way, doesn't lose connectivity. Rechargeable.

  29. Discussion AMD Reports Fourth Quarter and Full Year 2020 Financial Results

    Yes, a pre-closing stock buyback would be really silly on AMD's part. AMD's stock being higher pre-acquisition makes the possibility of a Xilinx shareholder sell-off post-acquisition more likely (diminishing AMD share value). In such a case, if I were AMD, a stock buyback would probably be high...

  30. Discussion AMD Reports Fourth Quarter and Full Year 2020 Financial Results

    "Xilinx stockholders will receive a fixed exchange ratio of 1.7234 shares of AMD common stock for each share of Xilinx common stock they hold at the closing of the transaction. [...] The transaction is currently expected to close by the end of calendar year 2021. Until close, the parties remain...

  31. Discussion AMD Reports Fourth Quarter and Full Year 2020 Financial Results

    What is wrong with borrowing money when you think you can turn that into growth at a higher rate? Isn't that what most of us do when auto loans and mortgages have rates lower than the historical stock market return rate? We finance the car and invest the money, right? From 2016-now, someone...

  32. Discussion AMD Reports Fourth Quarter and Full Year 2020 Financial Results

    AMD are already going to do that. There's limited wafer purchases AMD can make, and I don't think TSMC is interested in a bidding war between customers, which would only drive customers to other vendors, or make Intel invest more in their own production. As of now, all this hand-wringing about...

  33. Discussion AMD Reports Fourth Quarter and Full Year 2020 Financial Results

    We really only see little flashes of how much they're selling. One European retailer publishes figures monthly, and N7 sales (Zen2+Zen3) are way up (150%+) compared to this time last year. Combined with RDNA2, XSX, PS5 --- and let's not forget how many chiplets are going into Zen2 EPYC as well...

  34. Discussion AMD Reports Fourth Quarter and Full Year 2020 Financial Results

    Excellent growth. The issue comes when the Xilinx acquisition is complete (end of year?), which will dilute shares. Xilinx forecast revenue growth over next couple of years isn't as rosy as AMD's, though they run much larger gross margins (~70%). That being said, the combined company will not...

  35. Discussion AMD Cezanne/Zen 3 APU Speculation and Discussion

    And even then, it's only a hair off the stock 5600X in rendering any many other MT workloads. And importantly, in ST workloads, it's highly competitive with the top of the line 1185G7. I'm in the market for a new laptop, but my inclination is to wait for evaluation of one of the 5600 U/H/HS...

  36. AMD Ryzen 5000 Builders Thread

    I've never done proper stability testing - the system works just fine for everything I've been doing, except Paint3D, which crashes on saving, and crashes if I drag the window to my second monitor. So I got AIDA64 and ran the memory testing. You know how snappy my computer must be with a 5600X...

  37. Question 5900X worth it in my use case?

    That was my first thought... no reason to spend $549 on a new CPU and $150 on a new motherboard (and probably $100-175 on faster RAM to exploit the 5900X) when you could just slap a $50-75 tower cooler on the 8700K and overclock it.

  38. AMD Ryzen 5000 Builders Thread

    Assuming your stock boost limit is 4.6, and you're +375, you should expect 4.975, though by no means is that guaranteed as that's silicon-dependent. Still, a 4.9-4.925 GHz overclock is nice! But I'm not sure why it's not coming through on the single-core CB23 score. On to the MT, that's really...

  39. AMD Ryzen 5000 Builders Thread

    For your curve optimizer, just to confirm, those are all supposed to be negative numbers correct? Can you use HWInfo graphs to show your frequency over the course of the test?

  40. AMD Ryzen 5000 Builders Thread

    PBO, +200, mobo limits, scalar 10X First score 3666 @ 16-16-16-32, CO -5 best, -10 second best, -15 remainder Second score is 3733 @ 14-15-14-30, CO -15 best, -20 second best, -25 remainder GB5 ST: 1676 -> 1680 GB5 MT: 9428 -> 9681 Speedometer 2.0: 182.2 -> 184.0 CB20 MT -- 4662 -> 4705 CB23...
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