2023 Q3 AMD
Revenue of $5.8 billion increased 4% y/y as growth in Client segment revenue was partially offset by lower Gaming and Embedded segment revenue.
Fourth quarter 2023 outlook
expect revenue to be approximately $6.1 billion, plus or minus $300 million, an increase of approximately 9% year-over-year and 5% sequentially. Year-over-year, we expect revenue for the Data Center and the Client segments to be up by strong double-digit percentage, the Gaming segment to decline, given where we are in the console cycle, and the Embedded segment to decline due to additional softening of demand in the embedded market.
從 TSMC Q3 應該對應到這些公司的Q4以後，因為這些半導體公司本身的庫存都有100天以上，消耗至少要3 個月. 
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