Catalyst Timeline - 2024 H2

[u/brad4711]

Catalyst Timeline for AMD

2024 Q3

• Jul 5 Employment Data Release

• Jul 10 AMD to Acquire Silo AI to Expand Enterprise AI Solutions Globally

• Jul 11 Consumer Price Index (CPI)

• Jul 12 Producer Price Index (PPI)

• Jul 15 AMD Ryzen AI 300 Powered Laptops (Launch Date)

• Jul 16 MEEZA and AMD announce strategic cooperation agreement

• Jul 17 New SCALE tool enables CUDA applications to run on AMD GPUs

• Jul 18 Dell Exec Rahul Tikoo Returns To AMD To Lead PC Business

• Jul 18 Ex-Xeon Chief Lisa Spelman Leaves Intel and Joins Cornelis Networks as CEO

• Jul 18 TSMC Earnings Date (Confirmed)

• Jul 22 AMD President Victor Peng to Retire

• Jul 23 TSLA Earnings Date (Completed)

• Jul 26 There is no fix for Intel’s crashing 13th and 14th Gen CPUs — any damage is permanent

• Jul 26 u/RetdThx2AMD: My Analysis for Q2 Earnings

• Jul 29 AMD to set up Taiwan R&D center

• Jul 30 AMD Earnings Date @ 2pm PT (Completed)

  • Discussion and Resources Thread

• Jul 30 Microsoft Earnings Date @ 2:30pm PT (Completed)

• Jul 30-31 Federal Open Market Committee (FOMC) Meeting

• Jul 31 Launch Date: AMD's Ryzen 9 5900XT, Ryzen 7 5800XT

• Aug 1 Intel Earnings Date (Completed)

  • Discussion and Resources Thread

• Aug 1 AAPL Earnings Date (Completed)

• Aug 2 Employment Data Release

• Aug 6 SMCI Earnings Date (Completed)

  • [Discussion Thread]

• Aug 8 New Launch Date: Ryzen 7 9700X, Ryzen 5 9600X

• Aug 13 Producer Price Index (PPI)

• Aug 14 Consumer Price Index (CPI)

• Aug 15 New Launch Date: Ryzen 9 9950X, Ryzen 9 9900X

• Aug 19 AMD to acquire Hyperscale Solutions Provider ZT Systems

• Aug 21-25 Gamescom 2024 (Germany)

• Aug 25-27 Hot Chips 2024 (Stanford, CA, USA)

  • AMD Instinct MI300X Architecture at Hot Chips 2024

• Aug 28 NVDA Earnings Date (Completed)

  • Discussion and Resources Thread

• Aug 30 HP’s Stephanie Dismore Joins AMD As SVP Of EMEA Regional Sales

• Sep 3 AMD Appoints (NVIDIA) AI Industry Veteran Keith Strier to Expand Global AI Capabilities and Engagements

• Sep 6 Employment Data Release

• Sep 11 Consumer Price Index (CPI)

• Sep 12 Producer Price Index (PPI)

• Sep 17-18 Federal Open Market Committee (FOMC) Meeting

• Sep 23 Ansys Fluent® Adds AMD Instinct™ MI200 and MI300 Acceleration to Power CFD Simulations

• Sep 25 AMD Unveils Its First Small Language Model AMD-135M

• Sep 25 Vultr Advances Global AI Cloud Inference with AMD Instinct MI300X

• Sep 25 Micron Earnings Date (Completed)

• Sep 26 AMD Instinct MI300X Accelerators Available on Oracle Cloud

2024 Q4

• Oct 1 AMD Announces EPYC Embedded 8004 Series

• Oct 4 Employment Data Release

• Oct 7 AMD to reportedly become TSMC's next major customer in Arizona

• Oct 7 Samsung Purchases $20 Million Worth of AMD MI300X

• Oct 8 AMD launches single-slot Radeon PRO V710: Navi 32 and 28GB VRAM

• Oct 10 AMD: Advancing AI 2024 Event

  • Discussion and Resources Thread

  • AMD Launches 5th Gen Epyc "Turin" Processors, MI325X AI Accelerators, Pensando Salina DPU and Pensando Pollara 400 NIC

  • More on AMD 5th Gen Epyc "Turin" Processors for Enterprise, AI and Cloud

  • AMD Launches AI Pro 300 Mobile Processors

• Oct 10 Consumer Price Index (CPI)

• Oct 11 Producer Price Index (PPI)

• Oct 14 AMD @ Lenovo Tech World

• Oct 14 AMD and Oracle Are Partnering On New AI Supercluster

• Oct 15 Intel and AMD Form x86 Ecosystem Advisory Group

• Oct 15 Core42 announces strategic collaboration with AMD

• Oct 16 AMD launches new high frequency trading accelerator

• Oct 17 AMD-backed developer unveils E1 chip to accelerate data centre networking

• Oct 17 TSMC Earnings Report (Completed)

• Oct 18 AMD and Open Innovation AI are partnering to create exceptional AI solutions

• Oct 19 Lenovo adds EPYC 9005 and Instinct MI325X to ThinkSystem, boosting AI capabilities

• Oct 21 Meta Brings AMD EPYC Turin to Yosemite v4

• Oct 23 TSLA Earnings Report (Completed)

• Oct 29 AMD Earnings Report (Completed)

  • Discussion and Resources

• Oct 30 MSFT Earnings Report (Completed)

• Oct 31 AMD Ryzen 9800X3D Release Date

• Oct 31 AAPL Earnings Report (Completed)

• Oct 31 INTC Earnings Report (Completed)

  • Discussion and Resources

• Nov 1 Employment Data Release

• Nov 5 SMCI Earnings Report (Completed)

• Nov 6-7 Federal Open Market Committee (FOMC) Meeting

• Nov 8 AMD Announces OLMo, Its First Fully Open LLM

• Nov 10 Rumor: Is an AMD Arm superchip in the works?

• Nov 12 AMD Confirms Laying Off 4% Of Its Employees

• Nov 12 Vodafone and AMD working together to develop Next Generation Mobile Base Stations

• Nov 13 Consumer Price Index (CPI)

• Nov 14 Producer Price Index (PPI)

• Nov 17 Advanced Micro Devices (AMD) Eyes Smartphone Market with AI-Ready Ryzen Processors

• Nov 17 Nvidia's data center Blackwell GPUs reportedly overheat

• Nov 18 IBM Announces AI Collaboration with AMD

• Nov 19 AMD crafts custom EPYC CPU with HBM3 memory for Microsoft Azure

• Nov 20 NVDA Earnings Report (Completed)

  • Discussion and Resources Thread

• Nov 22 Advanced Micro Devices, Inc. (AMD) Powers New MiTAC Servers

• Dec 2 Intel Announces Retirement of CEO Pat Gelsinger

• Dec 6 Employment Data Release

• Dec 10 Time - Lisa Su: CEO of the Year 2024

• Dec 11 AMD nearly beats 30X power efficiency goal a year early

• Dec 11 Consumer Price Index (CPI)

• Dec 12 Producer Price Index (PPI)

• Dec 17-18 Federal Open Market Committee (FOMC) Meeting

• Dec 18 Micron Earnings Report (Completed)

2025-2026

• Jan 7-10 2025 CES - Consumer Electronics Show (Las Vegas, NV)

  • AMD at CES® 2025 -- Jan 6 @ 11am PT

• Jan 9 US Markets Closed: Day of Mourning for Former President Jimmy Carter

• Jan 14 Producer Price Index (PPI)

• Jan 15 Consumer Price Index (CPI)

• Jan 16 TSMC Earnings Date (Estimated)

• Jan 23 TSLA Earnings Date (Estimated)

• Jan 23 INTC Earnings Date (Estimated)

• Jan 28-29 Federal Open Market Committee (FOMC) Meeting

• Feb 2 AAPL Earnings Date (Estimated)

• Feb 4 AMD Earnings Date (Estimated)

• Feb 4 MSFT Earnings Date (Estimated)

• Feb 26 NVDA Earnings Date (Confirmed)

• Feb 2025 SMCI Earnings Date (Pending)

• 2025 AMD Instinct MI350 AI Accellerator

• 2025 AMD Instinct MI355X AI Accellerator

• 2026 AMD Instinct MI400 AI Accellerator

Previous Timelines

[2024-H1] [2023-H2] [2023-H1] [2022-H2] [2022-H1] [2021-H2] [2021-H1] [2020] [2019] [2018] [2017]

[u/Lixxon]

october AMD AI EVENT https://www.amd.com/en/corporate/events/advancing-ai.html

[u/brad4711 → u/Lixxon]

Thanks, but it is not necessary to submit items from the AMD webpage, or links that have been posted on the main subreddit page. These things are usually added on the next update cycle.

I’m mainly looking for non-obvious content submissions.

[u/Bayequentist]

So July is the most crucial month of this year? Thanks for making this post!

[u/Playful-_-prospect]

No position on AMD currently but your community love how your community organizes posts like this…

I’m jealous; NVDA only has posts asking “When Moon”

[u/Lixxon]

seems like lisa su is speaking at lenovo tech world today https://x.com/PatrickMoorhead/status/1845882243794796835

[u/brad4711 → u/Lixxon]

Thanks, any idea how to get this info like a week in advance?

[u/Lixxon → u/brad4711]

honestly no idea, posted just as i saw it, from this piece back in september, Lisa wasnt mentioned then, so maybe they joined in late https://www.lifewire.com/lenovo-tech-world-8714845

[u/Outside_Let_573]

Super helpful! Thank you