Durante la conferencia anual donde los ejecutivos de AMD dan el informe financiero y de estrategias a sus inversionistas, la CEO; Lisa Su; hablo sobre el tema Spectre, donde basicamente hablo de que esto no afectara a los nuevos procesadores basados en el nucleo ZEN2.
Por cierto, este año por primera vez en varios años cerro con numeros en verde.
https://seekingalpha.com/article/414148 ... transcript[..]
Dr. Lisa Su[..]
Before I close, I’d like to address the recent important security issues facing our industry. Security is and always has been a fundamental focus for AMD, across all our products. We are vigilant about security in both our product design and throughout the product lifecycle. As new exploits arise, like we have seen with Spectre and Meltdown, we are dedicated to responding with speed and focus to keep our customers and partners informed and protected. As a reminder, we believe Meltdown is not applicable to AMD processors.
For Spectre Variant 1, we continue actively working with our ecosystem partners on mitigations, including operating system patches that have begun to roll out. We continue to believe that Variant 2 of Spectre is difficult to exploit on AMD processors. However, we are deploying CPU microcode patches that in combination with OS updates provide additional mitigation steps. Longer term, we have included changes in our future processor cores, starting with our Zen 2 design, to further address potential Spectre like exploits. We continue to collaborate closely with the industry on these vulnerabilities and are committed to protecting AMD users from these and other security threats as they arise.
Tambien hablo de su plataforma EPIC, el lanzamiento e l roximo mes de los APUs RyZEN, el reapuntar su mercado de GPUs con VEGA Mobile
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Dr. Lisa SuIn 2018, we expect to increase our momentum with the next wave of premium products and expanded go-to-market activities to increase our market penetration. In the client market, we will expand our rising portfolio with new product launches, including AMD Ryzen desktop processor with Radeon Vega graphics which is expected to deliver the industry’s highest performance graphics engine in a desktop processor.
Our second generation Ryzen desktop CPU, based on our higher performance 12-nanometer Zen+ architecture and for business notebooks, our AMD Ryzen Pro mobile processors with Radeon Vega graphics. We are also expanding our go-to-market activities with our OEM and retail partners, and we expect to launch more than 60 new Ryzen OEM systems throughout 2018.
In graphics, the launch of Radeon Vega mobile products will expand our Radeon Vega line-up into high-end notebooks. Later this year, we plan to sample our first 7-nanometer Vega GPU, optimized for machine learning. In addition, we will continue increasing our software investments around machine learning to address the growing demand for an open ecosystem in the GPU compute space.
In the server market, we will continue to work closely with major cloud vendors and OEMs to ramp their first generation EPYC-based systems while also completing key development milestones on our next generation Zen 2 based server platforms. Our Zen 2 design is now complete and we will be sampling to our customers later this year.
2018 is clearly a defining year for the ramp of our server business and we remain focused on our goal of achieving double-digit market share in this important market segment.
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