The sampling has commenced for partners on the Company’s next-generation Zen 5 CPUs, EPYC Turin, and Strix Ryzen processors. She stated that in the first quarter of 2024, the Company’s flagship in the data center segment was Zen 5.
First, the EPYC Turin CPU is widely sampled and provides the largest performance and many efficiency upgrades, enabling AMD to continue increasing its market share. AMD’s partners are currently developing more than 30% of the platforms powered by 5Gen EPYC Turin CPUs. The CPU offers drop-in upgradability with existing 4Gen EPYC servers and is set to be introduced later this year.
More About the AMD Zen 5 CPUs Sampling
In the client segment, AMD‘s Ryzen Strix APUS, which includes Zen 5 CPU, RDNA 3+ GPU, and XDNA 2 NPU cores, significantly advances the company’s AI PC roadmap. Strix APUs, positioned for the premium market segment, will be available in the market in 2H, with two variants targeting different market segments.
Meanwhile, the data center segment, among others, has achieved strong growth in revenue through EPYC CPUs and Instinct’s scaled instances, MI300 series GPUs. With Instinct MI300 series exceeding $1 billion in sales in less than two quarters—the fastest ramping product in AMD history—the company looks forward to further growth due to more partners designing servers with MI300 accelerators and further future generation offerings, including Turin.
AMD also revealed ongoing development of follow-ons to the MI300 series and the next-generation “MI400”. Chiplet and CoWoS packaging technologies enable flexibility in product development. Additionally, reports of a $3 billion deal with Samsung for HBM3E technology hint at the upcoming announcement of MI350 and MI370 accelerators for the AI segment.
On the gaming front, AMD expects a decline in sales in the second half of the year, with Q2 also anticipated to be down significantly. Despite launching new Radeon GPUs in the first half of 2024, including the Radeon 7600 XT and Radeon RX 7900 GRE, the reception has been lukewarm. The “Semi-Custom” console segment also faces challenges.
