Graphics

Inflated AIB prices will increase branded PC sales.

PC shipment models are out of synch What will the run up in AIB prices do to PC pricing? Probably not very much immediately, as the OEMs negotiate their deals six months ahead of shipping a PC and buy direct instead of through the opportunistic distribution channels, which have enthusiastically raised prices. However, smaller white box (WB), custom system integrators … Read more

AMD Q4 2017 results

$1.5 billion in sales, $71 million GAAP profit for the quarter, sales and profit down from last quarter. AMD reported its calendar Q4 2017; revenues and operating income were up as well as its graphics and compute groups revenue and profits. “2017 marked a key inflection point for AMD as we re-shaped our product portfolio, delivered 25% annual revenue growth, … Read more