Advanced Micro Devices, Inc. Stock Will Head Higher Going Into Vega Preview

A standout confirmed specification to quote is: "In terms of graphics horsepower, the Vega 10 powered MI25 accelerator is rated at a staggering 12.5 TFLOPS of single precision floating point compute and double that in half precision FP16 compute. That’s 1.5 TERAFLOPS more than NVIDIA’s Tesla P100 accelerator, powered by the monstrous 610mm² GP100 GPU." All such specifications increase the expectations ahead of the Feb 28th GDC event.

AMD Is Slowly Gaining Market Share In The GPU Market.

Jon Peddie Research publication results reported by Wccftech state that both NVIDIA and AMD saw an increase in GPU market share in Q4 2016 but Intel's (Nasdaq:INTC) market share declined. Though NVIDIA was the biggest gainer in the GPU market in Q4 2016 AMD saw higher GPU shipments than NVIDIA as "they also offer iGPUs on their APUs for desktops and notebooks". To quote AMD's results from the report:

"Their overall desktop discrete GPU shipments increased by 4.3% (vs 6.1% of NVIDIA) and  notebook  GPU shipments increased by 3.2% (vs 13.8% of NVIDIA). Their iGPU shipments  increased by 23.9% on  notebooks and 16.9% on notebooks which is the reason for the overall high GPU shipments. AMD didn’t  do as well as NVIDIA in the PC Gaming/Graphics market."

AMD 's performance in the PC Gaming/Graphics market could substantially change with the upcoming Vega GPUs. A fellow contributor on Amigobulls highlights the vision of AMD to be number one in graphics segment. AMD has identified Gaming as one of its growth opportunities with a total addressable market (TAM) of $15B. To capture this identified market, Vega GPU's will play a key role here. The Amigobulls post referred previously estimates annual revenues of nearly $5.3B from AMD's Gaming and Immersive platforms alone in 2017 against a total revenue of $4.27B in the last 4 quarters. Going by initial confirmed specs and response from enthusiasts, Vega GPUs could likely be one of the growth catalysts to drive AMD revenues.

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Disclosure: Neither Amigobulls, nor any members of its staff hold positions in any of the stocks discussed in this post. The author may not be a ...

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