Advanced Micro Devices, Inc. (AMD)

An August, 2019 article in pcworld lists the 10nm Ice Lake max boost clock rate as 3.9GHz. See "Why lower clock speeds on Intel 10th-gen Ice Lake CPUs aren't a disaster". Intel recently announced 5GHz boost clocks on TGL 10SF processing, with a claimed higher performance 10ESF process arriving in Alder Lake this year.

$AMD has been on TSM's 7nm for a while, and TSM's 5nm products are mostly Apple mobile phone chips.

AMD's Norrod mentioned the industry's "dirty little secret" that the next node shrink might result in lower clock rates. This was in the 2019 presentation at Rice HPC conference, which was covered in the tomshardware article "Ryzen Up: AMD to 3D Stack DRAM and SRAM on Processors".

That article is interesting, also, because it mentioned their work on 3D stacking.

Better Buy: Advanced Micro Devices $amd vs. NVIDIA

These two chip stocks are hot, but one looks like the better long-term buy.

Which is the better buy?
AMD is the cheaper stock right now, especially considering its rapidly rising bottom line as years of investment finally start to pay off. AMD is certainly worthy of a buy in my book as it reaps the rewards from the global chip shortage.

However, I think NVIDIA is the better long-term investment. This is a semiconductor business through and through, but it's expanding its reach beyond tech component design and helping its customers make new applications utilizing AI. With a hand in all areas of cutting-edge technology, NVIDIA has many years of high-growth potential ahead of it despite the cyclical nature of its semiconductor-based business.

(The Motley Fool)

latest MLID video, "AMD Zen 4 Raphael Leak: IPC, Core Counts, Perf/Watt, Release Date (+ FSR RDNA 3 Info)", says $AMD zen4 is not design complete, and is possibly slipping to q3 or q4 of 2022. Also says it won't have pcie5.

Intel presentation slides at Nov 2020 SC20 stated that Sapphire Rapids, with pcie5, cxl, ddr5, was broadly sampling.

The implication of no pcie5 is that AMD's chips will also not be able to support negotiation for cxl accelerators ... so misses the advantage of asymmetric cache coherency.

XLNX Quarterly Results

Earnings per share increased 5.13% over the past year to $0.82, which beat the estimate of $0.71.

Revenue of $850,987,000 rose by 12.54% year over year, which beat the estimate of $817,810,000.

-- Record revenue of $851 million in the quarter; fiscal 2021 revenue of $3.15 billion

-- Data Center Group (DCG) revenue in the quarter increased 28% sequentially, and fiscal 2021 revenue increased 20% over the prior year

-- Wired and Wireless Group (WWG) revenue in the quarter increased 13%
sequentially, driven by strength in Wireless with multiple regions
deploying 5G, partially offset by weakness in Wired

-- Aerospace & Defense, Industrial and Test, Measurement & Emulation (AIT) revenue in the quarter declined 2% sequentially, with strong Industrial end market performance offset by an expected decline in TME and softness in Aerospace & Defense sales

-- Automotive, Broadcast and Consumer (ABC) revenue in the quarter declined 1% sequentially, with a record quarter in the Automotive end market offsetting seasonal declines in Broadcast and Consumer end markets

$AMD $XLNX

All I see is shorts spamming. Not a single person this week, or ever, has provided any fundamental criticism. When you're paid to spam, all you're good for is getting reported for spam. I've been a long in many winners over the years because I had conviction in the company & their products/services. These include $TSLA, $NIO, $ROKU, $AMD, $JD just to name a few. Every single one I had conviction and have profited in hundreds to thousands of percentages with each. $XPEV is no different for me. The market momentum in the past month or so is driven by unfounded fear...this week's knee jerk selling due to already known inflation is disproportionate to the concern. EV stocks have gained popularity from last year as many new investors had fomo. That money moved to new viral crypto gambles this year as institutions pulled strings to make profits from all of their own losses from those viral plays they missed out on. So they have been driving the prices down in the EV sector for months to cheapen the price, knowing full well the adoption of EVs in China is going to be absolutely tremendous. In the next few weeks, you'll see filings by many hedge funds that have picked up millions of shares of XPEV and NIO. Every MM knows 5-10x upside to both of these stocks, as they both had great earnings this quarter with plenty of cash on hand, higher deliveries every month, and increased revenue. The entire market moved in sync today to bring down the prices as overblown fear was the catalyst, but the VIX sunk more than everything. People have liquidated from crypto and that money is going to also enter the stock market after learning how a couple of viral tweets doesn't just fly you to the moon, but can also bring you crashing down even quicker. Tech stocks have been overly punished in general. XPEV specifically had even indicated today they had already taken steps to allocate parts to minimize any disruption to production. Recent delivery numbers prove that XPEV is achieving that goal. EV stocks will come back very strong and these prices are a gift for all those that have been looking for a long entry. Blood is in the streets. Every hedge fund is buying. So should you. Keep buying. Keep holding. Until 2025+.

WIMI Hologram Cloud Develops Its Semiconductor Business in an Orderly Manner:According to market surveys, on the one hand, the establishment of a semiconductor company is the rapid growth of application requirements in the semiconductor industry in the field of holographic computer vision. At present, the field is developing rapidly, and the market space is large. The establishment of a company will help to broaden the semiconductor industry and quickly integrate market resources. On the other hand, the company has never forgotten to practice its corporate social responsibility. Through the strategic direction of the strong combination of holographic computer vision software solutions, WIMI uses its strength to broaden the company's holographic computer vision field from the application layer down to the chip field.$QCOM $AMD

anandtech has article "tiger-lake-h-performance-review" with subtopic on RISCV Toolchain Compile.
The test shows TGL-H45 the fastest with 86.9 compiles per day.

$AMD 5980HS does 53.7
AMD 5950x does 68.2

It is quite a big win on a real-world task... even over the 16 core AMD chip (follow link from article to the 5950x result). No real analysis in the article what might be the TGL feature responsible for this.

I wonder if Linus will move back to Intel chips now.

Until now, I have been negative because I am losing money but I just watched $AMD Lisa Su's interview here on Yahoo. She was impressive, confident, energetic and optimistic exactly opposite to $INTC CEO interview which I also watched. Lisa Su said good things about $TSM and she will continue working with TSM (very smart) so AMD can focus on the designing part which is their strong point as per Lisa. Congratulation to all TSM share holder. The market is not good right now but all stocks are not good these days. When the market will be up again or going back to normal, this will hit $200. I am going long.