AMD will be in a much better position this time next year, as we should have a full top-to-bottom next-gen GPU release, powered by its Arctic Islands GPUs. During AMD's latest chat with analysts, the company teased its hand for 2016.
AMD CEO Lisa Su was asked about their GPU business being "down quite a lot year over year" from Joe Moore of Morgan Stanley, to which Su responded with: "Yes, so Joe, I think one quarter is good progress. Now you will have to watch us over a number of quarters regain that graphics momentum. And when I think about it, relative to the Fury launch we did have some supply constraints in the third quarter. They were - they are largely solved in the fourth quarter, so I don't think there will be any supply constraints".
She continued: "I think it's also fair to say that the graphics portfolio is quite broad, and so you will see us updating the entire portfolio over the coming quarters". Su added: "We are also focused on delivering our next-generation GPUs in 2016 designed to improve performance per watt by 2X compared to our current offerings, based on design architectural enhancements, as well as advanced FinFET process technology". The biggest tease, is where Su said: "And in the third quarter, we also taped out multiple products in FinFET technologies across both of our foundry partners that are on track to enter production next year".
Last updated: Apr 6, 2020 at 08:31 pm CDT
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