Confirmation from AMD CEO
Some good news from AMD – according to the CEO of AMD Lisa Su key customers are getting the Zen samples in Q2 2016.
Many investors want to know if Zen is on schedule as it has been a while since AMD had a competitive CPU in the desktop, notebook or server market.
Zen should target the performance desktop segment which is not that big but is highly profitable and Su also mentioned that she believes that "Zen has brought applicability across enterprise and datacenter."
AMD is working with OEMs and ODMs to ensure that they will have the right motherboards and platforms to accommodate AMD products.
AMD doesn't mention any names, it is too early for that, but it is likley that there will be desktop and server/ enterprise products based on the holly grail Zen core.
W think AMD can keep the late 2016 date as a shipping schedule for Zen, and that it can compete with Intel, at least at the price/ performance level. Unlike many think, we don't expect Zen to really hurt Intel, but it can get AMD much more competitive.
Gaining the trust of customers in server / enterprise market will be a long, hard and tough task but a good and competitive product is a great start.
People had high hopes from Seattle, which was supposed to be the world's first ARM Cortex-A57 based server chip. But that didn't played out that well either. Don't forget at some point in late 2017 AMD should have the K12, ARM based part too.
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