Chip stocks have lost more than $500 billion in value due to trade concerns with China. This has pushed$AMD down to an interesting level. Anyone buying or is it still expensive on you?
Advanced Micro Devices $AMD 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 ,... Read more
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.
Longtime personal computer market leaders Intel $INTC and AMD $AMD face a new challenge. UK chipmaker Arm $ARM is coming up with ambitious plans to make a push in this market, especially through Qualcomm $QCOM and their Snapdragon X Elite and X Plus chips , which will soon appear in laptops from manufacturers ASUS, Acer, Dell, HP and Lenovo.
💡 Earnings season continues, AMD and Supermicro shares fall!🚀
AMD $AMD reported revenue in the $5.4 billion to $6 billion range , right in line with Wall Street estimates. Yet the stock is down more than 8 %.
Analysts point out that the growth outlook AI For AMD may not be as strong as expected. Bank of America lowered its target price from 195 USD to 185 USD, the bank also notes... Read more
Earnings season is in full swing, and with it comes more exciting news. Here is a summary of the news I will be following.
Monday: I'll only be watching company results.
📈 Earnings: Before the markets open, I'll be watching Domino's Pizza $DPZ, SoFi Technologies $SOFIand ON Semiconductor $ON. After the close, just the results of Paramount $PARA and Logit... Read more
Shares of AI chip companies plunged several percent yesterday📉
Shares of Nvidia $NVDAwere in a selling trend after an analyst pointed out that Super Micro Computer $SMCI, another big player in AI, failed to present preliminary earnings, raising doubts about upcoming results.
AMD has seen its stock rise an impressive more than 123 %primarily due to the trend of artificial intelligence (AI). However, it is worth questioning whether this growth reflects future... Read more
Hello, investors. As you can see the stock of $INTC, since the beginning of the year the stock price has increased by 90%. What do you think Intel's chances are in the market versus $AMD or $NVDA?
Nvidia is strengthening its dominance in the chip markets.
Today I read a new report that Nvidia $NVDA and AMD $AMD are working on Arm-based PC chips. These Arm-based chips, also used for smartphones, often consume significantly less power, which is critical for battery-powered devices.
Arm has signed agreements with large technology firms for IPOs worth $50 billion to $55 billion.
Apple Inc $AAPL, Nvidia Corp $NVDA, Alphabet Inc $GOOGL and Advanced Micro Devices Inc $AMD have agreed to invest in the chip designer's initial public offering (IPO), according to sources familiar with the matter.
Intel Corp $INTC, Samsung Electronics Co Ltd, Cadence Design Systems... Read more
I only have $TSM left. I see a lot of people still have $NVDA. Congratulations on what is surely a great assessment.