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Their semi-custom segment basically stabilised the company and saved them from bankruptcy, their new graphics cards have been good, and from what we know about
by MLR 10y ago
Their semi-custom segment basically stabilised the company and saved them from bankruptcy, their new graphics cards have been good, and from what we know about Zen it's going to be a winner for them (somewhere around Broadwell levels clock for clock).
If you keep in mind that they only need to capture something like 10% to 20% of the server market to double their revenue you can see why people are willing to bet on them.
Of course if they've been fudging the Zen numbers as they've done in the past then they'll probably be done as a company, but it seems very unlikely this time around.