AMD Reports Third Quarter 2020 Financial Results

I was happy with the Enterprise results ( +116% YoY ) until I read this

>Revenue was higher year-over-year and quarter-over-quarter due to higher semi-custom product sales and increased EPYC processor sales.

Semi-Custom is definitely PS5 and Xbox.

Basically I still dont see EPYC making enough inroad in the Server Market. And this is worrying, while the Stocks, Reviews, Hype are all going to AMD. No Results so far have shown Intel is hurt or AMD is making big gains in market shares and revenue shares.

The only good part I guess is Ryzen Mobile contribution to Computing and Graphics segment.