Long term AMD's revenues, growth, new TAMs, EPS, PEs ratios and PPS till EOY 2025 - DISCUSSION, Save this thread

TAM

This will be heavily edited as the community creates our own outlook for AMD's future to the EOY 2025 - inspired by u/EbolaFred request to create such.

Please help dig to fill the missing info or correct errors. This is a community work in progress not mine only...

Chad, aka u/Chad_Odie will post copies of my research posts he luckily has saved from my last year's first cut model towards the $100B revenues, $20 EPS and 50% average compounding growth per year (starting in 2020 to 2025 was 5 years, we know 2020 and the outlook for 2021 - pretty good to that), leading to a 50X PE and thus the $1000 PPS by EOY 2025.

First draft of new TAMs - I'll elaborate more what this means technology wise, and how the circuits of the chiplets are made out of existing Xilinx's and AMD's circuits, latter - from my reply to u/EbolaFred :

"Here's a "down payment" on that, listing the NEW TAMs. Not to confuse with existing TAMs, these are new products neither company does alone, enabled by combining physical circuits of both and other things :

  1. Chiplets ecosystem - customizing servers using chiplets clients create, and are hooked inside the same socket - EPYC - with propiatery Infinity Fabric

  2. Network routers for telcos - thinkCisvo, Juniper etc market

  3. IoT - edge processing combining heterogeneous computing at the 5G tower edge, direct internet to home CO (central office - term from Internet distribution center serving 50K-100K end clients ), etc

  4. Software defined switches - could apply for both datacenters networking and telcos COs and Internet Hotels (search term...)

  5. ARM smartphones, tablets and laptops - APUs, other IP circuits, such as the 3D-cache which really is a ML memory added chiplet.

  6. Smart storage circuits - think of CDNs, Netflix movies, Internet web servers...

I think that is a start. .. no, analysts don't have these modeled yet. ..lol"

Posted Aug 5, 2021, 11:55 AM UTC · edited

3238
Loading comments…