HiGame

AMD made a number of concrete announcements at Computex, building on what we heard from the company last week and the week before at its Financial Analyst Day. AMD has confirmed that its Epyc server family, which we’ve covered several times in the last few weeks, will launch on June 20th. AMD doesn’t expect a quick server ramp — CEO Lisa Su has told investors that the company will bring up production over the next few quarters — and has set a goal of retaking 10 percent of the data center business. To put that in perspective, Intel’s data center business was worth $17.2 billion in 2016. Even a 5 percent revenue share, half of AMD’s current target, would be worth about $215 million per quarter to AMD, and those are high-margin dollars that improve the company’s overall financials.

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