AMD has submitted to its investors its latest roadmap for 2019, with which it reaffirms its launch plan for the rest of the year. To the surprise of many, the network has decided to remove the third-generation Threadripper processors from the slide. The first conclusion that can be drawn is that we are leaving for 2020, and that AMD plans to devote its Zen 2 chips to the EPYC 2 processors, which would be sold at a good rate towards the end of the year. Obviously, AMD does not have to give explanations for unexpected changes, given that in its roadmaps it well puts “subject to change”. Look, here you have the March slide:
Navi, without going any further, does not appear in any of the presentations of AMD to date, and that according to rumors the new cards of the company They should appear towards summer. Perhaps with this we can extract that the Threadripper processors will not arrive during this quarter, period. What is clear is that the company wants to highlight the Ryzen processors and their sales. The context is very important, and remember that what we are dealing with is material to guide investors, not the public. We will keep an eye on the movements of the red!