---

1. 標題： AMD.US 財報

名)

3. 網址： https://reurl.cc/ZAr0pQ
https://reurl.cc/M0baam

4. 內文：

Advanced Micro Devices（納斯達克股票代碼：AMD）股價上漲，此前這家半導體巨頭公
佈了超出預期的第一季度業績並提高了全年業績指引。



不包括收購賽靈思，AMD 表示它創造了 53.2 億美元的收入。

本季度領先的是其計算和圖形部門的收入，得益於 AMD 的 Ryzen 和 Radeon 處理器，該
部門的銷售額同比增長 33% 至 28 億美元。

由於其 EPYC 處理器、半定制和嵌入式產品銷售收入增加，其企業、嵌入式和半定制部門
的收入為 25 億美元，同比增長 88%，環比增長 13%。

交易於2 月中旬完成後，賽靈思在本季度貢獻了 5.59 億美元的收入。

華爾街分析師預計該公司在此期間將產生 55.7 億美元的收入。



總部位於加利福尼亞州聖克拉拉的 AMD ( AMD ) 以 65 億美元的現金和現金等價物在本
季度結束，並在此期間回購了 19 億美元的股票。

對於第二季度，以蘇為首的 AMD ( AMD ) 表示，預計收入將在 63 億美元至 67 億美元
之間，而預估為 60.3 億美元。



它還預計今年非美國通用會計準則毛利率為 54%，高於之前的約 51%。

---------------------------------------------------------------------------
Advanced Micro Devices (NASDAQ:AMD) shares rose after the semiconductor giant
posted first-quarter results that beat expectations and raised its full-year
guidance.

For the period ending March 26, 2022, the Lisa Su-led AMD (AMD) said it
earned $1.13 per share on non-GAAP basis with revenue coming in at $5.88
billion, up 71% year-over-year thanks to its computing and Graphics and
Enterprise businesses, as well as the inclusion of Xilinx revenue.

Excluding its Xilinx acquisition, AMD said it generated $5.32 billion in
revenue.

Leading the way during the quarter was revenue attributed to its Computing
and Graphics segment, which saw sales rise 33% year-over-year to $2.8
billion, thanks to AMD's Ryzen and Radeon processors.

Revenue attributed to its Enterprise, Embedded and Semi-Custom segment came
in at $2.5 billion, up 88% year-over-year and 13% sequentially, thanks to
higher revenue from its EPYC processor, semi-custom and embedded product
sales.

Xilinx contributed $559 million in revenue during the quarter, after the deal
closed in mid-February.

Wall Street analysts were expecting the company to generate $5.57 billion in
revenue during the period.

On an adjusted basis, gross margins, a closely watched measure for
semiconductor companies, came in at 53%, the company said.

AMD (AMD) shares rose more than 4% to $94.92 in after-hours trading.

Santa Clara, California-based AMD (AMD) ended the quarter with $6.5 billion
in cash and cash equivalents and bought back $1.9 billion in stock during the
period.

For the second-quarter, the Su-led AMD (AMD) said it expects revenue to be
between $6.3 billion and $6.7 billion, compared to estimates of $6.03 billion.

In addition, AMD (AMD) also raised its full-year guidance, saying it now
expects to generate $26.3 billion in revenue, up 60% year-over-year, up from
a previous outlook of 31%. The increase is due in part to the Xilinx
acquisition as well as higher server and semi-customer revenue.

It also expects non-GAAP gross margins to be 54% during the year, up from a
prior outlook of approximately 51%.
-----------------------------------------------------------------------------

5. 心得:
上調指引+毛利，AMD YES!

--
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 64.189.45.142 (美國)
※ 文章代碼(AID): #1YSPhgNP (Stock)
※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1651612394.A.5D9.html