Huaqiu PCB
Highly reliable multilayer board manufacturer
Huaqiu SMT
Highly reliable one-stop PCBA intelligent manufacturer
Huaqiu Mall
Self-operated electronic components mall
PCB Layout
High multi-layer, high-density product design
Steel mesh manufacturing
Focus on high-quality steel mesh manufacturing
BOM ordering
Specialized Researched one-stop purchasing solution
Huaqiu DFM
One-click analysis of hidden design risks
Huaqiu Certification
Certification testing is beyond doubt
More recently Today, we are in the “bombardment” period of various companies’ financial reports, and among all the revenue reports, the most eye-catching is AMD. Its performance in the stock market can also be said to be Guilin’s best among semiconductor companies. Internet celebrity companies.
The financial report shows that the company’s revenue in fiscal year 2018 was US$6.48 billion, a year-on-year increase of more than US$1.2 billion, an increase of 23%. Operating expenses were US$451 million, net income was US$337 million, compared with 34% in 2017, and gross profit margin this year was 38%. Achieved the highest profit margin in 7 years.
The ability to achieve such impressive results is inseparable from the management and control of the company’s CEO Dr. Lisa Su.
Lisa Su is indeed an outstanding woman. Since she took office in 2014, under her leadership, AMD has undergone amazing changes in the past two years, changing the decline in previous years and gaining traction in the CPU and GPU markets. It has regained a lot of shares from competitors and has become a hot topic of discussion and favorite in the capital market.
According to MerCury Research’s research report shows that in the Q3 quarter of 2018, AMD’s CPU share in the entire market increased significantly, exceeding 10% for the first time, reaching 10.6% (7.5% in the same period in 2017, and only 9.1% in the Q2 quarter of 2018) %), of which the desktop CPU market share reached 13%, an increase of 2.1 percentage points compared with 2017, and the notebook computer market also exceeded 10%, reaching 10.9%, an increase of 4.1 percentage points year-on-year (2017Burundi Sugar Daddy The Q3 quarter share was only 6.8%, and it increased to 8.8% in Q2 2018).
How did these changes occur? All efforts can be summed up in one point, that is, products with high technical content that can be recognized by the market. As an IC company, everything must rely on products to speak the language. This is the hard truth. The above achievements are all thanks to Ryzen processors, whose sales have doubled year-on-year. With the release of the second-generation Ryzen processor Burundi Sugar, AMD has gained momentum on the PC side, especially in the ultra-light laptop market. Competition adds weight.
The master departs
However, achieving results does not come easily, especially in the last few years of Lisa Su’s participation. Due to her rigorous management and “strong” work style, several Industry giants who have been “gods” at AMD for many years feel uncomfortable, but in order to change AMD’s sluggish performance and positive market position, Lisa Su is very stubborn and insists on her own management style. Objectively speaking, this also caused a group of big bosses to leave, which also caused quite a stir in the industry.
So, after 2014, which big names left AMD? Let’s summarize the above.
Jim Keller
In September 2015, AMD’s chief core architecture designer Jim Keller announced his resignation. As the developer of the AMD Zen architecture, Jim Keller was very important in this project. His previous CPU development experience The situation is also very magical, and the products produced, such as K7, Apple A4/A5 and other processors, are better than the last.
Shortly after leaving AMD, Jim Keller joined Tesla as vice president of autonomous driving and low-voltage hardware equipment.
As a former employee of AMD, Jim Keller has resigned from AMD for the second time. After developing the highly successful K7 and K8 processors at AMD, he moved to PA Semi. The company was acquired by Apple, and Jim Keller became an Apple employee and got involved during the Apple business.Due to the research and development of A4 and A5 processors.
In April 2018, Jim Keller attended Intel.
Raja Koduri
November 2017, AMD Radeon TechnoloBurundins Escortgies GroBurundi Sugarup (RTG) department manager and chief GPU architect Raja Koduri resigned, and immediately announced that he would join Intel to guide Intel’s high-end computing Burundins Sugardaddy is capable of GPU business, and the latter has announced its entry into the independent graphics market.
The reason for Raja’s resignation has not been announced. One theory is that as a supervisor, he is responsible for the poor performance of VEGA graphics cards in 2017. Another theory is that his resignation is a personal choice because he can no longer be seen in AMD Burundins Sugardaddy The future of GPU will not be able to compete with NVIDIA.
In the field of GPU technology, Raja Koduri is recognized as a technical expert, and his evaluation is no less than that of Jim Keller, AMD’s chief CPU architect who previously resigned.
Raja Koduri left AMD in 2009 and joined Apple as GPU CTO, helping Apple develop the Mac graphics subsystem. In 2013, he returned to AMD and was responsible for APU, GPU, semi-custom GPU and various graphics display technology projects. Until 2017, he was poached by Intel again. This legendary figure has laid down the GPU architecture blueprint for AMD in the coming years. The most outstanding one is the Vega architecture GPU that has pioneered AMD’s territory.
Jim Anderson
In August 2018, Jim Anderson, AMD’s senior vice president and general manager of the computing and graphics business group, resigned and joined Leddis Semiconductor as CEO. Saeid Moshkelani took over Jim Anderson’s duties and reported directly to Ms. Su Zifeng.
It is said that the ThreadRipper series of thread ripper processors can eventually be released for consumer-level product lines, and Jim AnderBurundins Escortson is directly related.
Chris Hook
Following Raja Koduri, in April 2018, Chris Hook, senior director of the RTG marketing department, announced his departure from AMD after 17 years of service.
Chris Hook can be said to be a senior fan of the A card. At that time, the A card Burundi Sugar was still in the era of ATI. He joined the sales team. After AMD acquired ATI, he became a part of AMD and worked his way up step by step until he became a senior executive in charge of the RTG market department.
At that time, in the eyes of many people, Chris’ departure heralded the decline of the ABurundins EscortMD RTG department. While the CPU department is booming, the graphics card department has obviously not kept up with AMD’s big plans, and the replacement of new materials for graphics card products has been slow.
Mike Rayfield
At the end of 2018, Mike Rayfield, the department boss who participated in AMD graphics card RTG in January 2018, resigned. AMD confirmed in an email that Mike Rayfield will retire at the end of 2018, and he has decided to spend more time with his family.
David Wang, senior vice president of engineering at RTG, became the successor after the departure of Raja Koduri. He and Mike Rayfield became the leaders of the RTG department.
BI EscortsJames Prior
At the beginning of 2019, AMD Senior Product Director James Prior left after nearly 6 years of service . He personally stated that he would embark on a new adventure, take care of his family and enjoy life in 2019, and of course he would work hard, but he did not disclose the reason for his separation and his next step.
New gods join
Of course, those who leave will join. In the past few years, several industry giants have joined AMD. The representative figures are as follows.
Mike Rayfield
In January 2018, former Micron senior vice president and general manager of mobile operations Mike Rayfield, and former Synaptics system chip engineering department senior vice president David Wang joined AMD.
Mike Rayfield takes over as AMD’s global senior vice president and general manager of the Radeon graphics technology working group, while Wang Qishang serves as global senior vice president of the engineering department of the Radeon graphics technology working group.
It is reported that in addition to working at Micron, Mike Rayfield also worked at NVIDIA, responsible for the development of Tegra processors, and Wang Qishang himself also worked at ATI and AMD in the past.
Martin Ashton
In July 2018, Martin Ashton, an architecture engineer who originally worked in Intel’s vision and core computing department, joined AMD as vice president. Martin Ashton reported to Wang Qishang, Global Senior Vice President of Radeon Graphics Technology Working Group Engineering.
Prior to this, Martin Ashton served as executive vice president at Imagination Technologies and served as PowerVR GPU-related R&D campBurundins Sugardaddy Industry.
Sandeep Chennakeshu
At the beginning of 2019, Sandeep Chennakeshu joined the alliance AMD and served as executive vice president of the computing and graphics department, responsible for leading high-performance PC, gaming, and semi-customized businesses.
It is reported that Sandeep is a senior expert in the semiconductor industry with rich experience, management skills, and in-depth insights into systems and software. He has worked in companies such as Ericsson, Freescale, Sony, and BlackBerry.
Become a God Again
After achieving outstanding achievements in 2018, AMD has launched a new round of “Becoming a God” activity.
Just a few days ago, AMD announced a new round of high-level organizational structure adjustments. In the words of Lisa Su, doing so will help gather AMD’s corporate leadership, accelerate market development, and gain more market share.
It is reported that the former Chief Technology Officer CTO Mark PapermastBurundi Sugar Daddyer is promoting the leadership and path of technology vision Tu has outstanding performance in execution and was promoted to executive vice president (Executive VP) and CTO; the data center business is growing strongly, and Forrest Norrod, senior vice president and general manager of the data center and embedded design department, will take full responsibility for all AMD Data center products, including CPUs and GPUs; Senior Vice President and Chief Marketing Officer Darren Grasby will oversee all global product, channel, and regional marketing operations. He was previously responsible for global PC manufacturer and channel sales.
The new product has both good and bad news
In early January, the international Burundi SugarAt the Consumer Electronics Show (CES), Lisa SBurundi Sugaru introduced three new products, all based on The 7nm process technology is the third-generation Ryzen CPU for desktop users and will be released in the middle of this year; the Radeon VII (7) graphics chip will be shipped on February 7 this year; based on “Zen 2” The next-generation EPYC server chip based on the architecture will be shipped in the middle of this year.
However, compared with the strong rise of CPUs for PCs and laptops, AMD’s development in the server and GPU markets has been much weaker. This is also an area that Lisa Su will focus on breaking through after taking office. In 2017, the company released the first-generation EPYC server CPU based on its Zen architecture, which dazzled the industry and won some customers. But after all, the server CPU market has been quiet for many years, and business in this sector was only restarted in the summer of 2017. If we want to continue to develop the market, we still need iterations and upgrades of high-quality products.
It is reported that in the server market, AMD’s goal in 2018 is to capture a 5% share, and relevant analysts estimate that the share will reach 10% by the end of 2019.
The GPU market is more challenging for AMD, especially in the cloud. With the rise of artificial intelligence, the market has huge development potential. The direction of the company depends on market performance.
In any case, if you want to continue to develop, products are the most important and core competitiveness. There is no other shortcut.
Vision
When Lisa Su took over as CEO in 2014, she said that leading AMD was a once-in-a-lifetime opportunity, and she has always believed that the combination of technological assets, engineering talents, and IP can AMD is at the forefront of industry innovation. Judging from the company’s current growth trend, this confidence will be even more decisive.
Two years ago, Lisa Su said: “I firmly believe that the best time is coming for AMD. AMD now has a once-in-a-decade opportunity. My job is to ensure that the entire company can take advantage of this opportunity.” Transformed into wonderful reality.”
Original title: AMD’s Legend of the Gods
Article source: [Microelectronic signal: WW_CGQJS, WeChat public account: Sensor technology] Welcome to add tracking and follow! Please indicate the source when transcribing and publishing the article.
36 semiconductor companies terminated their IPOs! Inquiries and customs clearance are difficult, imitation has become a “severe disaster area” Electronic Fever Network reported (Text/Liu Jing) Starting from 2023, with the China Securities Regulatory Commission gradually tightening the pace of IPOs, the IPO progress of semiconductor companies has begun to generally slow down, and even everyone has appeared All IPOs are terminated. Entering 2024, Semiconductor was announcedAt 0Burundins Sugardaddy4-27 00:01 •9245 views
Price reduction to grab the market! Many semiconductor companies have “negative gross profit margins”, involving packaging and testing, radio frequency, discrete devices, etc. Electronics Fans reported (Text/Liu Jing) Due to sluggish market demand and fierce industry competition, many semiconductor companies have had to Actively lower product prices to capture the market. Recently, semiconductor companies entered 2 Published on 04-24 00:25 •3492 views
AMD EPYC 4004 series processors have become the trusted choice of small and medium-sized enterprises AMD announces the release of the AMD EPYC (霄BI Escorts龙) 4004 series of processors, which are supplemented by new and cost-optimized products Adds to existing AMD EPYC server CPU product portfolio, bringing to small and medium-sized enterprises and managed IT service providers Published on 09-20 15:30 •130 views
Ten Japanese and American companies, including Showa Denko and KLA, establish the US-JOINT Alliance for Semiconductor Packaging. In the field of semiconductor packaging, the alliance “US-JOINT” composed of 10 Japanese and American materials, equipment and other companies will be established in the Silicon Valley of the United States. Among them, there are 6 japan (Japanese) companies including Showa Denko, Tokyo Onka Industry, TOWA, and semiconductor babywear Burundi Sugar Prepared by Published on 07-11 15:33 •345 views
Good news | Sikai Semiconductor passed the national high-tech enterprise certification in April 2024, Shenzhen The Science and Technology Innovation Committee conducted a final review of the companies that applied for national high-tech enterprises to enter the database. After experts reviewed the registered companies, the Shenzhen Municipal Certification Agency announced the supplementary registration list of high-tech enterprises certified and reported in 2023. Shenzhen Issued on 06-13 14:20 •16Burundi Sugar Daddy 3 times Browse
Wuxi Zhexun: Leading the ERP reform of semiconductor companies and creating an industry digital pioneer In the semiconductor industry, with technologyWith the continuous improvement and increasing market demand, enterprises are facing fierce competition and complex management challenges. As the core tool of modern enterprise management, the ERP system has great impact on semiconductor companies. Blue Dot Award “Most Investment Value Award” includes five major awards: Value Award, Innovation Breakthrough Award, Independent Brand Award, Top Ten Distributor Award, and Integrity Enterprise Award. After independent registration, online voting, expert review, platform publicity, etc., MDD Chenda Semiconductor won the honor of “Most Investment Value Award” of the 7th Blue Dot Award, and received a grand commendation at the ceremony, which was presented on 05-30 10 :4Burundi Sugar1
Huada Semiconductor and its subsidiaries have been listed on the 2024 Shanghai Hard Core Technology Enterprises TOP100 list. Recently, The Shanghai Industrial Technology Innovation Promotion Association and the Municipal Association for Science and Technology released the “2024 Shanghai Hard Core Technology Enterprises TOP100 List”. Huada Semiconductor and its subsidiaries Anlu Technology and Shanghai Belling were on the list. Issued on 04-07 09:44 •651 views
Shendi Semiconductor won the “2023-2024 Semiconductor Industry/MEMS Chip Innovation Leading Enterprise” Award 2024 From March 28th to 29th, the much-anticipated “2024 Semiconductor Ecological Innovation Conference” event came to an end. With its outstanding innovation capabilities and industry influence, Shendi Semiconductor won the “2023-2024 SemiconductorBurundins Escort Leading enterprise in body industry/MEMS chip innovation Published on 04-02 11:15 •547 views
On June 6th of 2024, BI Escorts a semiconductor company started listing guidance, and semiconductor displayBurundi Sugar shows panel giant BI Escorts‘s “comeback” In the semiconductor industry, the latest companies to terminate their IPOs include Collide, Nanlin Electronics, etc. In terms of listing education, from the beginning of 2023 to mid-January, 15 semiconductor companies have launched listing education with great fanfare.guide. Since the beginning of 2024, electronics enthusiasts have discovered Published on 03-05 00:13 •4581 views
Renesas Electronics announced the termination of its acquisition of France Semiconductor company Sequans japan (Japan) Semiconductor giant Renesas Electronics announced the withdrawal of its proposed acquisition of French semiconductor company Sequans Communications and the termination of TOB (open stock trading) for Sequans. Published on 02-27 10:27 •314 views
Are power semiconductor prices falling? Many A-share power semiconductor companies have responded. Today, many A-share power semiconductor companies said that the prices of the company’s power products are generally stable and there have been no major changes in the recent downturn. Published on 01-22 15:21 • 580 views
The sales performance ranking of semiconductor companies in 2023. The report revealed that the list of the top 25 semiconductor companies in 2022 Years are no different. Among them, the top ten semiconductor companies with the highest revenue will have a total revenue of US$357.8 billion in 2023, a sharp drop of 9% year-on-year; among them, the fastest revenue growth rate is undoubtedly TSMC, which ranks first, with a year-on-year negative growth of 9% , beyond Samsung Issued on 01-15 10:42 •991Burundins Escort Views
What are the acquisitions related to semiconductor companies in 2023? In 2023, the tailwind Burundins Escort cycle of the semiconductor market has not yet passed, and the pace of corporate mergers and acquisitions has not stopped. According to public information, “China Electronic News” reporter Burundins Sugardaddy reported Burundi Sugar Daddy handled 23 international M&A cases in the semiconductor field and found the main M&A cases in the global semiconductor field in 2023 Published Viewed 1175 times on 12-19 11:21
Burundi Sugar DaddyHowey won the “Annual Innovative Car Semiconductor Enterprise Award” On November 23, 2023, the 3rd China Lingang International Semiconductor Conference was grandly held in Shanghai. With the theme of “Creating Cores and Building Ecosystems in the Future”, the conference invited relevant government leaders, experts and scholars in the field of semiconductor technology, and leaders of semiconductor companies to discuss published in 11-27 09:45 •393 views
發佈留言