CLAIM #5377 · Advanced Micro Devices Inc (AMD) · 2024Q3 earnings call · Oct 29, 2024 · due Dec 31, 2025
“And then in terms of the Embedded business going to 2025, I would say that the trends that we see are similar to what I mentioned for the Q3, Q4 timing. We do expect that we're -- some of the markets will recover, we're expecting that it will be a gradual recovery.”
Lisa Su · CEO
In context
“ct a significant contribution the new product in Q4? Or is this a situation in which it's launching late year and most of the impact is into Q1? I guess that's the first one. And then the second one is just if you look into next year, could you talk about where the end markets are and Embedded for Xilinx? You gave some color on Com and a little of industrial there. But just where we're at in terms of starting kind of Q4 and into Q1. Are there any that are outperforming, underperforming? Any color there would be helpful. Dr. Lisa Su: Absolutely, Tom. So back to your first question in terms of the mix in Q4. We would expect the majority of the mix will still be on MI300. MI325 is going into production late in the quarter, and it will be more of a first quarter ramp. So that's that question. And then in terms of the Embedded business going to 2025, I would say that the trends that we see are similar to what I mentioned for the Q3, Q4 timing. We do expect that we're -- some of the markets will recover, we're expecting that it will be a gradual recovery. So, we see that. And the strength that we see is in some of the Test and Emulation segment, we see some strength, certainly in aerospace and defense. There was a little bit of recovery in automotive that we started to see. We're still waiting for comms and industrial. So, we'll get more visibility on that as we go through sort of the end of this year, but that's what we see currently. Operator: And at this time, we have reached the end of the question-and-answer session. And now I'd like to turn the floor back over to Mitch Haws for any closing comments. Mitch Haws: That concludes today's call. Thanks to all of you for joining us today. Operator: And thank you. That does conclude today's teleconference. We thank you for your participation. You may disconnect your lines at this time.”
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SEC filings for AMD ↗ · Claim quote is verbatim from the 2024Q3 earnings call.