AMD or tsmc?

2021-05-04

AMD or tsmc?

AMD CEO Lisa Su: 'This is a very unique time in the semiconductor market'

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Zwei2
2021-05-04
Zwei2
amd.?
- Mayuyu:
  Thanks a lot
- Zwei2ReplyMayuyu:
  sell on news. though earnings is good, the price had peak and everyone is taking profit. what comes down will go up. i believe AMD as a company, is moving in the right direction.
- Mayuyu:
  Why does it always drop after quarter reportings

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Frankly, that's why I am in this business. It's really humbling to know that the chips we are building are so important no matter who you are and what you are trying to do,\" Su told Yahoo Finance Live.</p><p class=\"t-img-caption\"><img src=\"https://s.yimg.com/os/creatr-images/2020-06/2bad59e0-a54c-11ea-bfff-8c70084af09b\" tg-width=\"6586\" tg-height=\"4390\" referrerpolicy=\"no-referrer\"><span>Lisa Su, president and CEO of AMD, attends the opening bell at Nasdaq, in New York.  (AP Photo/Mark Lennihan, File)ASSOCIATED PRESS</span></p><p>The favorable industry dynamics powered AMD to another impressive quarter this week, aided by a product portfolio that Su said is the company's best ever.</p><p>AMD's first quarter non-GAAP net sales surged 93% year-over-year. Operating profits spiked 223% from a year ago. Sales for AMD's lucrative data center business more than doubled year-over-year.</p><p>Here is how AMD performed compared to Wall Street estimates for the first quarter:</p><ul><li><p><b>Net Sales: </b>$3.45 billion vs. $3.18 billion</p></li><li><p><b>Adjusted Diluted EPS: </b>$0.52 vs. $0.44</p></li></ul><p>AMD lifted its full-year sales growth outlook to 50% from 37% previously. Shares of AMD have risen 50% over the past year.</p><p>Su thinks AMD is well-positioned to dazzle Wall Street in the back half of the year despite year-on-year financial comparisons becoming tougher. But she acknowledges the chip shortage is critical to keep in mind.</p><p>\"I would say that there are lots of people who want more supply and we are very focused on doing that. 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Frankly, that's why I am in this business. It's really humbling to know that the chips we are building are so important no matter who you are and what you are trying to do,\" Su told Yahoo Finance Live.Lisa Su, president and CEO of AMD, attends the opening bell at Nasdaq, in New York.  (AP Photo/Mark Lennihan, File)ASSOCIATED PRESSThe favorable industry dynamics powered AMD to another impressive quarter this week, aided by a product portfolio that Su said is the company's best ever.AMD's first quarter non-GAAP net sales surged 93% year-over-year. Operating profits spiked 223% from a year ago. Sales for AMD's lucrative data center business more than doubled year-over-year.Here is how AMD performed compared to Wall Street estimates for the first quarter:Net Sales: $3.45 billion vs. $3.18 billionAdjusted Diluted EPS: $0.52 vs. $0.44AMD lifted its full-year sales growth outlook to 50% from 37% previously. Shares of AMD have risen 50% over the past year.Su thinks AMD is well-positioned to dazzle Wall Street in the back half of the year despite year-on-year financial comparisons becoming tougher. But she acknowledges the chip shortage is critical to keep in mind.\"I would say that there are lots of people who want more supply and we are very focused on doing that. 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