semiconductor / news / / Wccftech
AMD's CEO outlined an "outstanding" first quarter for the company, with revenue of $10.3 billion.
AMD expects server CPU TAM annual growth above 35%, with market revenue exceeding $120 billion by 2030.
KEY POINTS
- The upcoming EPYC Venice CPUs, based on 2nm Zen 6, double throughput versus leading ARM AI chips.
- Customer engagement around MI450 Series and Helios accelerators is outpacing AMD’s initial forecasts.
- Verano, a cost-optimized EPYC CPU purpose-built for AI, is scheduled for release in 2027.
- AMD projects server CPU revenue to grow over 70% year-over-year in Q2 2026.
COMPANIES
Summarized by Newsio from Wccftech. How we summarize →