Aj s Xilixom to vyerá lepšie

a možno niečo povedia

Deutsche Bank 2021 Technology Conference

Sep 10, 2021 • 11:05 am - 11:40 am PDT

Advanced Micro Devices

The Webcast has not started yet.
It is scheduled for: Fri, Sep 10, 2021 2:05 PM EDT (8:05 PM CEST)
https://event.webcasts.com/viewer/event.jsp?ei=1492330&tp_key=f5936864d5

Sep. 08, 2021 10:35 AM ET
AMD (NASDAQ:AMD) is said to have made progress in easing local Chinese industrial companies' issues with the planned $35B Xilinx (NASDAQ:XLNX) acquisition.
It appears that some large Chinese third parties wouldn't try to obstruct the transaction, according to traders, who cited a report that is being circulated.
The progress with the industry players may ultimately help AMD gain approval from China's antitrust regulator, the State Administration for Market Regulation or SAMR
https://seekingalpha.com/news/3737964-amd-is-said-to-have-progress-in-re...

v té tabulce je chyba. Vega není GCN4

Na tych kartach by sa pekne ťažilo, možno aj 30€ za deň a oni si to nechaju len pre seba :(

Predpokladal bych, ze MI200-based akcelerator bude v cenove kategorii 10-20000US$/pcs, takže realizováno cca 10-20US$/mm2_procesu. Trochu lepší zúročení kapacit než 1?US$/mm2 u APU pro konzole. Otázkou je velikost takoveho trhu (desitky/stovky tisic za rok?).