[其他] 另一篇AMD Lisa Su專訪彭博

看板Stock作者moss18 (randy)時間6年前 (2019/08/13 23:15)推噓20(20推 0噓 7→)

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https://www.bloomberg.com/news/articles/2019-08-13/amd-long-intel-s-punching-b ag-finally-has-a-chance-to-compete https://tinyurl.com/y54jn3le 精華在最後一段 https://i.imgur.com/XaLGYRG.jpg

The CEO and her team say they aren’t taking their momentary advantage for gra nted, or fooling themselves about the challenges ahead—like that other 96.6% of the server-chip market. “Judge me on what franchise I build five years fro m now,” Su says. Intel remains roughly seven times AMD’s market value, and i ts server unit alone last year recorded a profit of $11 billion, close to doub le AMD’s annual revenue. Still, Su says that imbalance in resources and reach is motivating, not overwhelming. “I expect our competition is going to conti nue to be very formidable,” she says. “But yeah, I think we’ve earned a sea t at that table.” Lisa Su直接說了從現在開始5年內將判定我建立的franchise 抱歉這個詞比較難翻另外值得提的就是 intel在server市場有96%的市佔去年從server賺的利潤是110億美元剛好呼應教主說server市場規模約200億美元這塊咬到一口真的是大進補若到2020年中AMD server佔有率超過10%的話營收跟獲利都會突飛猛進 -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 114.24.104.41 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1565709309.A.63D.html

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