The data comes from German retailer Mindfactory (via Reddit), which provides daily sales data for a range of processors, both Intel and AMD. And the findings for December 2022 do not make pleasant reading for fans of Team Red.
Considering that just yesterday, AMD revealed that Ryzen 7000 CPUs will become available on September 27, this spells bad news for Intel. Which giant will be able to steal the spotlight on September 27?
Aside from the already expected high-end X670 motherboards, AMD has also confirmed that B650 and B650 Extreme boards are around the corner too, bringing new levels of performance to a more budget-oriented platform with full overclocking support. Here's what we know about them.
Team Red is wasting no time, it seems. The Ryzen 7000 launch just concluded, and AMD shared specs, projected performance, and platform details for its upcoming Zen 4 CPUs. We're getting four new processors on September 27, from the $300 Ryzen 5 7600X to the $700 Ryzen 9 7950X.
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The $599 12-core 24-thread Ryzen 9 7900X3D has a 5.6 GHz boost clock and 104MB of cache (96 MB reserved for L3). The $699 Ryzen 9 7950X3D is a 16-core, 32-thread processor with a maximum boost frequency of 5.7 GHz and 144MB of total cache, 128MB of which is dedicated to the L3 cache.
As noted in our Ryzen 9 7950X3D review, the processor manages to outpace the Core i9-13900KS by 12 percent on average in gaming. However, the advantage grows to over 40 percent in some specific gaming scenarios.
The Ryzen 9 7900X3D is the cheaper of the two new 3D V-Cache offerings from AMD, and retailers are quickly running out of stock. Not surprisingly, Amazon is taking advantage of its position as an online juggernaut and has raised pricing on the chip compared to its $599 MSRP. We'd expect pricing to fall once competitor inventories stabilize.
It used to be said that Intel (NASDAQ: INTC) only let Advanced Micro Devices (NASDAQ: AMD) survive so to avert antitrust concerns. In fact, AMD almost folded in 2017, which would have eliminated the company for good. However, the company has turned around since then and may have taken the title from Intel as a top chip supplier.
The chip industry has been notoriously cyclical since its inception. As customer demand rises and falls, it heavily affects the chipmakers. Because of that, you must be careful of valuation metrics because they can be misleading. Often, the companies are at their cheapest at the end of the cycle because investors anticipate falling earnings. They also can look expensive at the beginning of cycles for the exact opposite reason.
Both companies have additional segments, but the client computing and data center businesses offer vital insights into the current state of the chip industry. Client computing is the revenue each company generates from their devices that make it into computers and laptops. The big decline for each company's segment speaks to the demand evaporation for personal computers.
However, data center demand is still strong, as evidenced by the major cloud providers' rapidly growing revenue. Despite that, Intel's revenue shrank while AMD's boomed. This should clue in investors on AMD's technology versus Intel's, as AMD seems to be winning this battle.
There is, however, a bit of a nuance hidden within AMD's revenue growth: its Xilinx acquisition. Last year, the segment only generated $246 million. In 2022, it produced $4.55 billion -- a 1,750% rise. If you subtract this number to understand how AMD's revenue truly fared in Q4, you'd get a revenue decline of 12% -- still less than Intel.
Within AMD's results was a declining gross margin. This indicates AMD had to lower prices to sell goods -- not a good sign for a company. Furthermore, operating expenses rose a whopping 109%, but the Xilinx acquisition contributed to that rise. Using non-GAAP (adjusted) metrics are helpful in this case, and AMD's non-GAAP operating income was $1.3 billion in Q4, the same as last year.
But unchanged profit with rising revenue indicates problems, and the chip cycle may have turned against AMD. Wall Street analysts expect revenue to be little changed in 2023, and AMD's forecast for the first quarter is for a 10% revenue decline. However, in 2024 those analysts expect AMD's revenue to grow by 17%.
So should you buy AMD now? I think investors can take a position in AMD if they understand the company may take a year or two to show better results. AMD is executing at a high level, but macroeconomic trends can overpower even the best companies.
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Keithen Drury has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Intel. The Motley Fool recommends the following options: long January 2023 $57.50 calls on Intel, long January 2025 $45 calls on Intel, and short January 2025 $45 puts on Intel. The Motley Fool has a disclosure policy.
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Regarding gaming performance, it sounds like AMD's 7900 XT falls somewhere between the Nvidia GeForce RTX 4080 and 3090 Ti. According to gaming benchmarks conducted by our sibling site Tom's Hardware (opens in new tab), AMD's Radeon RX 7900 XT delivers nearly as many frames per second (fps) as the Nvidia GeForce RTX 4080 when running most games at max settings in 4K resolution.
The Radeon RX 7900 XT sounds like a great card but the first wave of reviews makes its beefier sibling the RX 7900 XTX sound like the GPU to buy. That's because it seems to deliver performance significantly better than the 7900 XT for just $100 more, outclassing Nvidia's $1,200 GeForce RTX 4080 in many areas.
Specifically, Tom's Hardware discovered that the RX 7900 XTX outperforms the more expensive GeForce RTX 4080 when running many games at maxed-out settings in 4K. In games like A Plague Tale: Requiem, Forza Horizon 5 and Red Dead Redemption 2, AMD's new Radeon RX 7900 XTX outperformed Nvidia's 4080 at 4K with everything cranked to Ultra settings. 041b061a72