This article was reprinted with permission from Superpower.com.
Intel has explained why the 10nm process is difficult to produce, and reiterated their confidence in the 14nm process that they can continue to tap the 14nm process potential in the next 12-18 months.
Intel's explanation may convince some analysts, but not everyone can be impressed by Intel. The consequence of this is that they do not trust Intel's future and start betting on competitors.
AMD has won this once, and the stock price rose by 3% yesterday. At the same time, the rating given by analysts has also increased from negative to neutral, and the target stock price has also been raised.
The US CNBC website reported that a Wall Street company has already started its operations. It regards Intel's officially announced 10nm content that is being postponed. They think that this move will help AMD's business.
Analyst Susquehanna raised AMD's rating from negative to neutral and raised AMD's target share price.
Analyst Christopher Rolland said that Intel's 10nm process delay will help maintain or even increase the competitiveness of AMD's next-generation EPYC and Ryzen processors. A more competitive process may improve AMD's sharing of Intel's benefits in the coming years. Possibility, this is something that may change the rules of the game.
Analysts raised AMD’s target price from $8 to $11.
In addition to Intel's difficult production process, there is one good thing for AMD – China's mining machine supplier Bit Continental's ant E3 mining machine, the price was set at 800 US dollars, but later raised the price to 2150 US dollars (possibly because of memory increase Because of the price, so their miner's threat to the AMD mine card is much less.
In these favors, AMD's stock price rose 3% yesterday. The current stock price is 12.82 US dollars.
