Creating this thread in preparation of AMD announcing 1Q23 results.
While we wait, you can see Intel's results in the thread here which also includes some more semicon wide results/analysis.
In addition, there have been some more semicon and electronics companies which have reported results and forecasts. One of note is NXP which reported better than expected results in Q1 (flat y/y revenue and slightly down profit) and forecast a better than expected Q2. There is also a report now from BoA that says that global chip shipments suprised to the upside and grew 15% from Feb. to March.
Lastly, as a refresher, during their 4Q22 earnings, AMD gave a 1Q23 forecast revenue of $5 billion to $5.6 billion (-15% to -4.9% y/y) with the client group declining y/y but server and embedded growing y/y. They also projected a non-GAAP gross margin of 50%.
Edit:
Adding this quick summary graphic from AMD's investor page:
While we wait, you can see Intel's results in the thread here which also includes some more semicon wide results/analysis.
In addition, there have been some more semicon and electronics companies which have reported results and forecasts. One of note is NXP which reported better than expected results in Q1 (flat y/y revenue and slightly down profit) and forecast a better than expected Q2. There is also a report now from BoA that says that global chip shipments suprised to the upside and grew 15% from Feb. to March.
Lastly, as a refresher, during their 4Q22 earnings, AMD gave a 1Q23 forecast revenue of $5 billion to $5.6 billion (-15% to -4.9% y/y) with the client group declining y/y but server and embedded growing y/y. They also projected a non-GAAP gross margin of 50%.
Edit:
Adding this quick summary graphic from AMD's investor page:
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