Partnering with Eden Reforestation Projects & GN Modmats in Stock
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RTX 2070 Coming Back
Our board partner contacts have told us that they’ve ordered more RTX 2070 GPU dies, and that NVIDIA is reviving the previously-retired 2070 line because AMD RX 5700 XT sales are outpacing 2060 Super sales. NVIDIA had originally told us (on record) that the RTX 2070 would be replaced with the 2060 Super and 2070 Super, but the company looks to be prolonging the life of its 2070 to better compete with AMD.
AMD Q319 Earnings: AMD’s Best Quarter Since 2005
Driven by AMD’s success with its 7nm portfolio, AMD recorded its most profitable quarter since 2005, as stated by AMD CEO Dr. Lisa Su. “Our first full quarter of 7nm Ryzen, Radeon and EPYC processor sales drove our highest quarterly revenue since 2005, our highest quarterly gross margin since 2012 and a significant increase in net income year-over-year,” said Su.
AMD reported a revenue of $1.8B for the third quarter, a 9% YoY increase and an 18% QoQ increase. AMD’s Computing and Graphics segment saw a 36% YoY increase, thanks to burgeoning demand for Ryzen 3000. AMD also notched record Epyc sales thanks to the 7nm Rome, which so far has seen adoption from Google, Twitter, Microsoft, Dell, HP, Lenovo, and Cray.
AMD’s GPU business saw a slight decrease QoQ due to increased mobile sales, but AMD reports the the ASP (Average Selling Price) is up YoY, thanks to increased sales in retail channels. AMD’s Enterprise, Embedded and Semi-Custom segment (consoles, etc.) recorded a 27% YoY decrease, but was partially offset by increased Epyc sales.
Rumor: Intel’s i5 CPUs May Get Hyper-Threading With Comet Lake
Intel’s offense against AMD thus far has been less cutting prices, and more of exposing highly price-segmented features to downstream products in the stack, including more cores, PCIe lanes, or…