说AMD已触底反弹,有这三大理由够不够
Going forward, as the current game console generation peaks, AMD will need compensate by winning more deals. The extra revenue coming this year will help, but diversifying the semi-custom business beyond game consoles is critical. There's no guarantee that AMD's chips will power the next generation of consoles, and losing that revenue would be bad news for the company. During 2015, the semi-custom segment generated $215 million of operating profit on about $2.2 billion of revenue, making it by far the most profitable part of the company.
If AMD is able to win more semi-custom deals this year, it would go a long way in easing investor concern that declining revenue from the game consoles is going to be a major problem going forward. AMD needs to show that its semi-custom business doesn't depend solely on the game consoles, and if it can do that, investors may be more willing to bet on the company's turnaround.
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