📈 💻AMD vs Intel and new competition!

Advanced Micro Devices $AMD+2.2% is a global manufacturer of semiconductor components, primarily focused on the development of high-performance processors and graphics cards. In recent years, the company has gained significant market share with its high-end products such as theRyzen series of processors and Radeon graphics cards . In this way ,AMD continues to push the boundaries of performance and efficiency in the world of computing.

AMD

AMD

AMD
$154.93 $3.35 +2.21%

In 2009, the company made a strategic decision to discontinue its own chip production. This move allowed it to focus on chip design and use advanced third-party manufacturing technologies such as the well-known Taiwan Semiconductor Manufacturing Company $TSM+1.5%. With this decision, AMD was able to gain significant market share, largely due to Intel 's problems with their 10nm process.

AMD now controls approximately 20 % of thePC processor market and nearly 24 % of the server processor market.

TSMC offers more advanced process technologies than Intel, which AMD provides a competitive advantage.

AMD

AMD

AMD
$154.93 $3.35 +2.21%
Fair Price: $139.29
Nuwmwpxw: 5.89%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

AMD stock is up more than 3% today.

But Intel is struggling!

Intel Corporation $INTC is one of the world's best-known technology companies, specializing in the manufacture and development of semiconductor chips. Intel is a pioneer in microprocessors, which are the heart of most personal computers. The company is known not only for its Core processors , but also for its investment in advanced manufacturing technologies.

INTC

Intel

INTC
$32.95 -$0.03 -0.09%

Outsourcing manufacturing: Intel is beginning to work with TSMC to produce chips with advanced 3nm process for its notebooks Lunar Lake. The same technology will be used by AMD for its new chips Ryzen AI.

In-house manufacturing: Intel plans to become a reality within a year 2030 the world's second-largest foundry by 2030. New process nodes Intel 4, Intel 3, Intel 20A and Intel 18A are designed to narrow the technology gap between Intel and TSMC.

INTC

Intel

INTC
$32.95 -$0.03 -0.09%
Fair Price: $41.46
Yyfqvj: 21.80%
Undervalued
Overvalued
Dostupné pouze členům Bulios Black

Intel shares are up more than 5% today, but have depreciated more than 29% since the beginning of the year.

💥 New competition on the horizon:
AMD and Intel have formed a duopoly in the PC processor market, but that's now being disrupted by Microsoft, which isstarting to integrate Armprocessors intoWindows laptops .

There are capable devices on the market powered by the chips Qualcomm and more processor designers are likely to join the fray.

🔮 Outlook:

Competitive Advantage AMD with advanced manufacturing technologies may soon disappear, and with new players entering the market, the AMD it will become more difficult for AMD to maintain its current market share. Intel, on the other hand, may benefit from optimizing its processes for chips based on Arm.

Manufacturing lead AMD is likely to diminish and increasing competition will bring new challenges.

With this comes an important question, namely who are you betting on in this important sector?
Do you trust Intel and their vision, or will they never reach their former glory?


I appreciate that it says how Intel is just trying to narrow the gap with TSM. 18A is supposed to be comparable to N3P and Intel will have nothing to respond to N2 planned for 2025. Betting on INTC now is a pretty risky choice in my opinion, that's why I prefer to stick to the current cutting edge, which is hardly something everyone will run away from just because someone else builds fabs and recruits a team of marketers. The idea that competitors in the form of AMD or NVIDIA will manufacture at INTC is hard to believe, in the same way Apple will find it hard to think about handing over their know how to someone who makes their own chips.

So what I've been watching the last couple of years, TSMC despite being the leader is still growing revenues and profits nicely because they have a lot of pricing power due to their manufacturing technology. Intel adopted EUV pretty late, probably will have much worse yields than TSM and probably Samsung, i.e. smaller margins (+large CAPEX). Shareholders are looking at a paltry dividend that just won't get to the original values and capital appreciation is also very uncertain.

I wouldn't invest in intel for a long time now. I took stock there about a year ago and sold it for a few months at a profit. That seems to me to be the best solution if I want to hold $INTC+0.1%. I'm not getting into it now though. But it has been rising nicely in the last three days and today in the premarket.

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