During yesterday's earnings call from AMD, an analyst asked management how they see the competitive position of Zen versus the upcoming 10nm chips from Intel. AMD CEO Lisa Su responded that they think Zen is very, very competitive and shared a bit of details about the future chips. She revealed AMD is in the process of developing 7nm chips and said the 7nm roadmaps from AMD's foundry partners are very competitive:
Joe L. Moore - Morgan Stanley & Co. LLC
Great. Thank you. I guess the question I get most frequently is sort of Zen looks pretty exciting in 2017, but you're competing with Intel who has got 10nm product coming. And how do we think about this on a multi-year basis, Zen as the springboard to compete with them and anything you can share in terms of the product roadmap and sort of the longer-term competitiveness of these products you're introducing now?
Lisa T. Su - Advanced Micro Devices, Inc.
Sure, Joe. So, look, we do think Zen is very, very competitive for where we are. In terms of our longer-term roadmap, I think as with anything, for top OEM customers, especially server datacenter customers, they are investing in a roadmap. So, they are not just buying a point product and we have a multi-generational roadmap that we are working on, including sort of the Zen 2 and the Zen 3 follow on. From our standpoint process technology, we ramped 16nm and 14nm really well last year and into this year. We are actually in the process of developing now in 7nm and we think the 7nm foundry roadmaps that are available are very competitive and will ensure that we have a strong multi-generational roadmap.