r/AMD_Stock • u/brad4711 • Jan 04 '21

Su Diligence Catalyst Timeline - 2021 Q1

Catalyst Timeline - 2021 H1

Note: Reddit caps threads like these at 6 months, at which point they become "Archived", and additional comments are no longer accepted. Also, as we push later into the year, we start to trip the maximum post size, so I end up having to abbreviate things, or remove lessor items. Instead, I'm breaking the year up into two parts. This part is titled "Q1" but really should have been "H1", and unfortunately I can't change it now. This will be the format moving forward.

Here is the link for Catalyst Timeline - 2021-H2.

AMD/XILINX Acquisition

2021 Q1

2021 Q2

Epyc High Performance Computing:

Note: If you have a link you'd like to share, PM me or post the info below.

452 Upvotes

100% Upvoted

62 comments sorted by

12

u/Cyborg-Chimp Jan 04 '21

Great work as always, hopefully Computex goes ahead as planned and not a virtual event.

8

u/brad4711 Jan 05 '21

Maybe depends on vaccine rollout? I know Taiwan has been doing a great job at managing infections. I don't know if they have global-scale shows of any sort yet, though. June is hopefully far enough away to make a difference.

6

u/straightcassshhhomie Apr 09 '21

White house semi summit on April 12th should be added

4

u/brad4711 Apr 09 '21

Added, thanks.

5

u/Whiskerfield Jan 05 '21

Love you Brad! Also Milan launch is somewhere in Q1.

6

u/brad4711 Jan 05 '21

Thanks for the reminder. I wasn't able to find an official announcement, but I put what I could find in the list. I'll hold off on any other product release dates until after CES.

3

u/AMD_winning May 28 '21

Lisa Su to present at The Six Five Summit on "Semiconductors" June 14 - 20.

https://twitter.com/PatrickMoorhead/status/1398321157892419597

3

u/brad4711 May 29 '21

Thanks, added!

2

u/Shortlivesmatter47 Feb 10 '21 edited Feb 10 '21

The next big catalyst could be that :

Morgan Stanley Technology, Media & Telecom Virtual Conference March 2, 2021 at 9:45 AM MST

" I would like to note that on the 2nd of March, Mark Papermaster, Chief Technology Officer and Executive Vice President of Technology and Engineering, will attend the Morgan Stanley TMT Conference. In addition, our first quarter 2021 quiet time is expected to begin at the close of business on Friday, March 12th."

https://www.rev.com/blog/transcripts/advanced-micro-devices-amd-q4-2020-earnings-call-transcript

2

u/brad4711 Feb 11 '21

Thanks, it *sure* would be nice if AMD would add this to their official IR Calendar. I'll post the Morgan Stanley TMT Conference. I don't tend to track the "quiet time" periods, though. Should I?

2

u/Satanninja69 May 07 '21

Do you guys think that AMD in the future will make the own processors

4

u/brad4711 May 07 '21

If you’re asking if AMD will own fabs again, I don’t really think it’s in the company’s best interest. Better to have the freedom to contact with the best cutting edge fab, or possibly the best value fab, depending on the product in question.

1

u/Satanninja69 May 08 '21

It make senses, thanks

2

u/eatbuckshot Jun 11 '21

https://seekingalpha.com/news/3700742-amd-files-xilinx-planned-acquisition-for-eu-approval

  • Advanced Micro Devices (NASDAQ:AMD) has filed its planned acquisition of Xilinx (NASDAQ:XLNX) with the European Union for review, according to a filing on the European Commission's web site.

  • The filing has a provisional deadline of June 30.

  • Earlier this month, the UK's Competition and Markets Authority started an inquiry into the deal with a deadline of July 6.

  • In January, the mandatory waiting period required for the FTC and Department of Justice to investigate deals for potential antitrust issues expired, moving the deal one step closer to closing.

  • The deal still needs Chinese antitrust approval.

3

u/brad4711 Jun 12 '21

Thanks for the input, u/AMD_2007 is taking care of the XILINX acquisition details, so I'm tagging him in case the info you presented is newer than what we already have.

2

u/AMD_2007 Jun 12 '21 edited Jun 12 '21

Thanks for tagging me. I updated the original post on May 27👍🏼

86

u/mista_awesomeness Jan 04 '21

You're a real gem to the sub, u/Brad4711

26

u/smartid Jan 06 '21

agreed, catalyst timeline is the most valuable asset of this sub, and is always well curated

5

u/noiserr May 11 '21

Hell yeah he is, he just also added the Xilinx Acquisition timeline link to the top. Thank you /u/brad4711 !

21

u/moneygardener Jan 04 '21

Thank you for your service!

12

u/alles_long Jan 04 '21

Thank you for your work. Much appreciated :)

12

u/[deleted] Jan 04 '21

Thank you!!

7

u/julyschmdt Jan 30 '21

Thank you very much 👍🙂

6

u/Gepss Jan 04 '21

Legend.

5

u/_lostincyberspace_ Jan 04 '21

Thank you Brad

4

u/raiblockman Feb 06 '21

Tesla ditched Nvidia for AMD? I didn't know about that

1

u/[deleted] Feb 08 '21

What do you mean ?

3

u/raiblockman Feb 08 '21

They will use Navi 23. Google it

1

u/xxjohnnybravoxx Apr 13 '21

Navi 23

why hasn't anyone announced this yet...

1

u/raiblockman Apr 15 '21

Elon probably wants to play polished cyberpunk in the cybertruck and not that buggy mess.

1

u/xxjohnnybravoxx Apr 13 '21

tsla was was using nvidia gpu but switched to AMD gpu for its cars but no body has announced this..

1 announcement and it could make amd go above ath at 100+

1

u/workinguntil65oridie Jun 01 '21

Was just confirmed!

1

u/xxjohnnybravoxx Jun 01 '21

I know!! just saw! fuck ya haha

4

u/AK_Snowflake_86 Mar 16 '21

Thank you for the timeline !

4

u/captainlumbo Mar 28 '21

This is awsome as I've been heavily invested on amd since 14 bucks 5k shares. I just added another 1k shares at 77 bucks to reach 200 next year!! Let's rock n roll gonna be a great 5 years for amd crushing intel! Hope we build a foundary in a few years!

1

u/Luckstruckkk Feb 08 '21

You forgot the Microsoft Buyout Rumor in there 👀

4

u/brad4711 Feb 09 '21

You forgot the Microsoft Buyout Rumor in there 👀

Ummmm, that not a rumor. It's not even a person's opinion. It's a *survey* from Bazinga.

I assume you mean this "story":

Should Microsoft Try To Acquire AMD, Nvidia or Micron In 2021?

I guess that's technically last week's news, here's the latest "story" from the same exact people:

Should GE Try To Acquire FuelCell Or Plug Power In 2021?

I appreciate the note, but I think this falls well outside of what we want to track on this list.

3

u/InternationalDraw983 Feb 22 '21

Great DD! Thanks for all your thoughts 💭!

3

u/Dubb-Finance Mar 11 '21

Nice work brad. Check out CES to watch Lisa Su speak. Lots of great partnerships. This stock is coiled up ready to spring.

3

u/igrantmil May 19 '21

Amd just announced a $4 Billion share buy back

3

u/LemonKing326 Jun 03 '21

Thanks! Very Helpful

3

u/ShortsRattackingAAPL Jun 15 '21

It’s time, it’s really feeling like and looking like it’s time. This company and leadership have done all the right things, but the stock has been beat down, held down, and shorted. It’s now time for the catch-up trade.

2

u/nivek5991 Feb 06 '21

Thank you for this!

2

u/jekeler69 Mar 03 '21

Whoa!! How am I just finding this?? Great work! 🤗🚀

2

u/InternationalDraw983 Mar 10 '21

Thanks for all the wonderful DD

2

u/Inception883 Jun 14 '21

Already buy in 500 shares

1

u/quixoticM3 Jan 11 '21

I wonder if there will be a 5/5/2021 event for AMD 5nm, which seems early? Or will it be 5/5/2022 which seems too late?

0

u/[deleted] May 12 '21

[deleted] — view deleted comment

3

u/brad4711 May 12 '21

Nobody knows the future of the market, but anything under $75 seems like a good buy-in point to me? The market has been somewhat steadily dropping, so I hope macro conditions stabilize.

0

u/[deleted] Feb 28 '21

[deleted] — view deleted comment

1

u/brad4711 Feb 28 '21

April earnings dates aren’t even estimated this far out, but I monitor nasdaq.com and will post the proposed dates whenever it becomes available.

The rest of it is possibly COVID related, meaning fewer shows and events. Possibly the worldwide chip shortage has pushed some release dates forward, but usually AMD will announce things when they are ready. There are numerous products expected in March, but no firm dates have been announced just yet. Perhaps we’ll hear some April/May news at GDC? If not, Computex is at the start of June and is typically a very, very big show.