⭐️ The immediate focus on the Fed is whether the 5.1% terminal rate that assessed financial unease at the March FOMC is left unchanged at 6/14 FOMC or raised, Pow ‼️ depending on the inflation situation, but depending on the resurgence due to the production cut offensive by the Poo-Peimad camp and if the labor market remains high, there is still room for “raising” Pow ‼️ the 4.7% incorporation is still horrible.

In the company's financial results for the fiscal year ending 2023/1 3Q (August-October), sales were 5.931 billion dollars, down 17% from the same period last year. After non-GAAP adjustments, EPS was 0.58 dollars, down 50% from the same period. Although sales exceeded market expectations ($5.77 billion), adjusted EPS fell short of market expectations ($0.69). In terms of sales, GPU shipment suppression associated with inventory adjustments resonated, and the game division, which had been the main force until now, fell 51% in sales (1.57 billion dollars), which had a big impact on the overall decline in sales. Also, in response to a decline in sales due to inventory adjustments, sales in the professional visualization division declined 65% ($200 million). Meanwhile, in response to strong sales of major US cloud providers, the data center division increased sales by 31% (3.83 billion dollars), increased sales of AI autonomous driving solutions also contributed, and the autonomous driving division had an 86% increase in sales (250 million dollars). On the profit and loss side, in response to a decline in demand for data centers for China, there was an offset by partial guarantee benefits (70 million dollars), but gross margin ratio fell 10.9 points when inventory costs were recorded at 70.2 billion dollars. Remuneration associated with personnel increases and salary increases...

In the company's 2022 3Q (July-September) financial results, sales were 5.57 billion dollars, up 29% from the same period last year, and non-GAAP adjusted EPS fell 8% to 0.67 dollars. Both sales and EPS fell slightly below market expectations. In terms of sales, the data center division saw a 45% increase in sales (1.61 billion dollars), and while EPYC processors were doing well, it looks like the US market compensated for the decline in CPU demand for China. In the gaming division, sales increased 14% to 1.63 billion dollars, and chipsets for PS5 and the new Xbox performed well against the backdrop of special demand during the year-end sales season, covering the slump in PC GPUs. In the embedded (embedded semiconductor) division, sales increased 16.5 times to 1.3 billion dollars, and the Xilinx business acquisition contributed greatly. Meanwhile, the client division, which was the main force, fell 40% to 1.02 billion dollars, and the decline in shipments of CPUs for personal computers had a big impact.
In terms of profit and loss, the embedded division's operating profit was 635 million dollars, a major breakthrough from 23 million dollars in the same period last year. Data center operating profit increased 64% to 500 million dollars. The client division lost $26 million in operating income ($490 million in operating profit for the same period last year). game...