AMD reported its first Q1 decline in four years in a tough environment, but this was mainly due to a 65% decline in the client business where Ryzen processors are located. AMD continued to grow in server cpus.
Including cpus, data center Gpus, Pensando and Celings data center products,AMD's data center division posted $1.295 billion in revenue in the first quarter, up 1.5% from a year earlier.Operating profit was $148 million, down 65.3 percent from the same period last year.
AMD's current server cpus have shifted to the 5nm Zen4 architecture. Last year, the EPYC 7004 series, codenamed Genoa, was released with up to 96 cores and 192 threads. This year, there will be 128 cores and 256 threads in the Bergamo series, which features high energy efficiency and multiple cores.
Combined with the Genoa-X series of large 3D V-Cache, AMD will continue to grow strongly in the server CPU market this year.
By the end of this year, AMD's share of the server market will be 30%, up from 22% last year. The high point for AMD in the past decade was the 20% of server CPU share that Hao Loong processors took in 2006. That 30% share would be a 17-year high.
But this is not the end.AMD will continue to take over the market next year, with an unprecedented 40% share.
There seems to be no clear answer as to whether or not it can be further 50/50 after 40%, because Intel is likely to become the king of the semiconductor market again in 2025, and the 20A and 18A processes will return to the number one, reversing the decline.
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