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Advanced Micro Devices CEO Lisa Su mentioned she foresees the PC market to develop seasonally within the second half of the 12 months with higher stock ranges throughout the availability chain.

The massive chip maker executed nicely within the second quarter, launching a number of management merchandise, considerably increasing AI engagements and ramping the most recent Zen 4 Epyc and Ryzen product households, Su mentioned in a name with analysts.

Whereas the second quarter income noticed a decline of 18% to $5.4 billion in comparison with a 12 months in the past, AMD launched quite a few new merchandise amid the general financial downturn.

Gross sales have been flat sequentially as PC shopper and information middle phase progress was offset by anticipated declines within the gaming and embedded segments.


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AI buyer engagements grew by greater than seven occasions sequentially as a number of clients initiated or expanded packages supporting future deployments of Intuition MI250 and MI300 {hardware} and software program at scale, Su mentioned.

Su mentioned that semi-custom SoC gross sales have been sturdy within the quarter as Microsoft and Sony had wholesome console
demand based mostly on improved retail availability globally and the launches of latest triple-A video games. That’s going to be excellent news for the general sport trade.

In cloud, 30 new AMD cases launched within the second quarter with a number of “Genoa” cases
introduced by AWS, Alibaba, Microsoft and Oracle. Genoa delivers as much as 1.9 occasions extra efficiency in enterprise and cloud purposes and 1.8 occasions extra performance-per-watt than the competitors, making it by far the trade’s highest efficiency and best server processor, Su mentioned.

Su mentioned she expects Epyc server chip income to develop by a double-digit share sequentially within the third quarter led by the increasing 4th Gen EPYC CPU ramp.

In supercomputing, Epyc and Intuition processors proceed to be the options of selection for essentially the most highly effective supercomputers on this planet, powering 121 of the quickest techniques on the most recent Top500 record and 7 of the ten best techniques on the Green500 record, Su mentioned.

“In AI, we made sturdy progress within the second quarter as we met key {hardware} and software program milestones to deal with the rising buyer pull for our information middle AI options,” Su mentioned.

She mentioned AMD’s AI technique is targeted on three areas. First, AMD will ship a broad portfolio and multi-generation roadmap of management GPUs, CPUs and adaptive computing options for AI inferencing and
coaching. Second, AMD will lengthen the open and confirmed software program platform AMD has established that permits AI {hardware} to be deployed broadly and simply. And third, develop the deep and collaborative
partnerships AMD has established throughout the ecosystem to speed up deployments of AMD-based AI options at scale.

“We delivered on all three fronts within the second quarter,” she mentioned.

On the {hardware} facet, AMD introduced new Intuition MI300X GPUs designed to be the world’s most superior accelerators for generative AI. MI300X combines next-gen CDNA 3 structure with the trade’s largest reminiscence footprint and quickest reminiscence bandwidth, crucial elements in AI inferencing efficiency. Buyer curiosity in our Intuition MI300A and MI300X GPUs could be very excessive, she mentioned. The merchandise will ship within the fourth qurater.

As for PCs, Su mentioned, “We count on our shopper phase will develop within the seasonally stronger second half of the 12 months based mostly on the energy of our product portfolio and elevated adoption of our Ryzen 7000 CPUs, together with the ramp of our Ryzen 7040 cellular CPUs that ship management efficiency and power effectivity and are the trade’s first x86 processors with a devoted AI engine.”

She added, “Going ahead, we see AI as a big PC demand driver as Microsoft and different giant software program suppliers incorporate generative AI into their choices. We’re executing a multi-
generational Ryzen AI processor roadmap, which along with our ecosystem companions, will basically change the PC expertise.”

In gaming graphics, AMD expanded its Radeon 7000 GPU sequence within the second quarter with the
launch of our mainstream RX 7600 playing cards for 1080P gaming. The corporate is on-track to additional develop our RDNA 3 GPU choices with the launch of latest fanatic class Radeon 7000 sequence playing cards within the third quarter.

For the remainder of the 12 months, Su mentioned, “Within the information middle market, we see a blended setting as AI deployments are increasing, nevertheless cloud clients proceed optimizing their information middle compute and enterprise clients stay cautious with new deployments. In opposition to this backdrop, we count on sturdy progress pushed by larger 4th Gen EPYC and Ryzen 7000 processor gross sales and preliminary shipments of our Intuition MI300 accelerators.”

She added, “Long run, whereas we’re nonetheless within the very early days of the brand new period of AI, it’s clear that AI
represents a multi-billion greenback progress alternative for AMD throughout cloud, edge and an more and more various variety of clever finish factors. Within the information middle alone, we count on the marketplace for AI accelerators to achieve over $150 billion by 2027.”

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