AMD Confirms It’s Attending Computex 2016, No Production Issues with Polaris
Following the reveal of Nvidia’s GTX 10-series graphics cards, rumors started emerging on the web claiming that AMD has not been listed as attending this year’s Computex event, and that the company would launch its new Polaris-based Radeon cards in an entirely unrelated event in Macau on May 26th. Turns out those negative reports surrounding AMD were altogether incorrect.
Joe Cowell, AMD’s Northern Europe PR and Community Manager, has reached out to eTeknix and debunked all the recent criticisms. According to Cowell, AMD will be attending Computex, there should be no doubt about it. In fact, the company has already listed their attendance for Computex at its Events and Tradeshows page.
Moreover, there are no production issues with their next generation Polaris architecture, and it will launch on schedule. Which means reports suggesting AIB partners being frustrated over AMD’s not releasing high-end Polaris cards are based on incorrect sources.
This leads us to believe–at least for now–that AMD isn`t stuck with producing driver updates, or Polaris based Radeon 400-series graphics cards. In fact, the chip maker performed better in their Q1 financial results than most analysts predicted.
Today, Wells Fargo analyst David Wong wrote in a report that AMD is actually making “substantial progress” and is set to take GPU share from competitor Nvidia.
We believe that market share gains in graphics chips have been a contributor to Nvidia’s top line performance and stock price value over the last two years.
If AMD manages to build momentum in gaining graphics share in 2016, we think that this could be a risk to Nvidia’s stock.