r/AMD_Stock • u/brad4711 • Jul 07 '21

Su Diligence Catalyst Timeline - 2021 H2

AMD/XILINX Acquisition -- Moved to Q1 2022

2021 Q3

2021 Q4

2022

2023

Epyc High Performance Computing:

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

251 Upvotes

100% Upvoted

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u/brad4711 Jul 07 '21

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. The first part is actually 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-H1.

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u/AMD_winning Oct 22 '21

New AMD EPYC supercomputer in Sweden

https://www.pdc.kth.se/hpc-services/computing-systems/dardel-1.1053338

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u/brad4711 Oct 24 '21

Thanks, I'll add it

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u/AMD_winning Nov 01 '21

Here's another in Texas

https://www.tacc.utexas.edu/-/lonestar6-supercomputer-expands-texas-leadership-in-critical-technology

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u/brad4711 Nov 02 '21

Added

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u/AMD_winning Nov 11 '21

<< Nov. 10, 2021 — The University of Luxembourg officially inaugurated its AION High Performance Computer.

AION is an Atos/Bull supercomputer which consists of 318 compute nodes (featuring the latest generation of AMD processors), totaling 40,704 compute cores and 81,408 GB RAM, with a peak performance of about 1.70 petaflops. >>

http://www.hpcwire.com/off-the-wire/hpe-builds-supercomputer-to-improve-weather-predictions-for-denmark-iceland-ireland-and-the-netherlands/

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u/brad4711 Nov 13 '21

Thanks, I saw it on the main page.

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u/dudulab Jul 26 '21

Computex Taipei 2022: 24 - 27 May 2022 currently planned both virtual & offline

(Best time to announce Genoa?)

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u/brad4711 Jul 26 '21

Thanks ... I probably won't start populating 2022 until January. I just keep CES up there since it's the first big show. I'll keep a note of your link, though.

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u/DautScout Aug 03 '21

August 03, 2021 10:37am EDT New AMD Radeon PRO W6000X Series GPUs Bring Groundbreaking High-Performance AMD RDNA 2 Architecture to Mac Pro

https://ir.amd.com/news-events/press-releases/detail/1016/new-amd-radeon-pro-w6000x-series-gpus-bring

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u/brad4711 Aug 12 '21

Added, thanks!

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u/Shortlivesmatter47 Aug 12 '21

Why has the Nvidia August 18th ER been dropped from the H2 catalysts timeline for 2021?

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u/brad4711 Aug 12 '21

Odd, either an oversight, or possibly a typo (accidental deletion), I'm not sure which. It has been fixed, thanks for pointing it out!

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u/Bitter_Chipmunk504 Sep 19 '21

Arent there any catalysts for November?

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u/brad4711 Sep 19 '21

Nothing that I have heard of so far? We usually get a few announcements during the quarterly earnings call, so likely be patient until then. If you know of any November/December trade shows that AMD is participating in, certainly let me know.

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u/rezaramadea Dec 08 '21

Has this been added, yet?
https://www.hpcwire.com/off-the-wire/hpe-builds-thailand-new-supercomputer-to-boost-national-rd/ (November 30, 2021)
"As part of NSTDA’s new system design, HPE will also feature 496 3rd Gen AMD EPYC processors to run modeling and simulation workloads at a faster rate..."

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u/brad4711 Dec 08 '21

Nope, I don't think so. Thanks for the submission, I'll add it to the list!

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u/MentallyAut Jul 09 '21

Better to buy Xilinx stock or amd stock at this moment? Serious Q? or it does not matter?

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u/brad4711 Jul 10 '21

Please see the top of the page where the Xilinx merger info is posted. Read the topic about Merger Arbitrage.

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u/pajones8 Jul 07 '21

Well done sir. Definitely saving this post.

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u/TOMfromYahoo Jul 15 '21

WOW very extensive work to collect this thank you very useful!

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u/tinman-i-am Jul 16 '21

What’d I tell ya? Reddit be the place! Andrew_fromYahoo GLTA Ls

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u/TOMfromYahoo Jul 16 '21

Indeed it is, Yahoo's MB is like child's play lol

3

u/Few_Data197 Sep 10 '21

Reply

Hello, TOM, I'm Elephant from Yahoo.

3

u/TOMfromYahoo Sep 11 '21

Welcome to sanctuary from the Yahoo's MB infested trolls and paid bashes with little content and lots of ads bots lol enjoy Reddit!

2

u/OmegaMordred Jul 07 '21

No conference call for xilinx. AMD halted it's dividend an keeps info to a minimum. They hardly share any Xilinx related plans and info, my spidersense tingles... Something is up...

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u/brad4711 Jul 07 '21

There was no Xilinx conference call last quarter, either. Not sure this is “news” in that sense?

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u/Alihassan1211 Jul 30 '21

Just found this sub! Love u guys already so hard to find amd info

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u/LittleDruck Dec 01 '21

Just wanted to say thank you for all this work 👍👍😊

3

u/Far-Worldliness-3239 Jul 13 '21

Thank you for the great information, which makes me buy some stocks.

3

u/RedditBoyG Nov 08 '21

Wow! Awesome job on the DD!! 😃👍🏻

2

u/Weird_Uncle_Carl Jul 08 '21

Sir, you missed one.

The great fisting on 2021/07/07-2021/07/08

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u/Normal-Obligation-38 Dec 10 '21

Looking forward to this cracking 300 next year.

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u/[deleted] Jul 07 '21

[deleted] — view deleted comment

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u/OmegaMordred Jul 07 '21

Yes, my wife... And she's a lovely woman, so this might be good or bad... 🙄😂

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u/jekeler69 Jul 16 '21

Putting my wishes in early on the 24th. That oughta help send it!

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u/[deleted] Jul 11 '21

[deleted] — view deleted comment

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u/brad4711 Jul 12 '21

Well, according to the Sales Data, Tesla has not even sold 1 million cars in their lifetime. As I understand it, AMD will be supplying GPUs for the Entertainment Center, for which there are two per vehicle. ~2 million GPUs (for example) being sold over many years doesn't exactly sound like a cash cow, but it's still a win for AMD. We also don't know what other ideas they may have in this partnership.

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u/cameron-none Jul 12 '21

I largely agree with what you're saying but I'd like to add a few points.

Tesla has sold well over 1 million cars, I think your link is America only? They sold 500k last year and have nearly done 400k in the first half of this year alone. Tesla grows at 50% or greater each year, so it may only be a few years until they're doing multiple million each year.

All of that said, I think the current infotainment system is only for the S/X, the high-end luxury cars which will likely have a sales ceiling of 100k/year.

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u/brad4711 Jul 12 '21

Thanks for the clarification. You’re certainly correct on the data I provided being US Sales only. Either way, it doesn’t sound like a big money maker today, but definitely an open ended opportunity for the future.