From the preview of AMD, many dry goods were prepared at the Taipei Computer Show. CEO Su Zifeng and senior vice president Jim Anderson also attended the event.
Competing for Intel in the CPU market, AMD can be said to be steady and steady at the desktop consumer level. It is based on Su Zifeng's prejudgment on Xiaomao activities. It is expected that this year's share can reach 20%, and it will impact 40% in the next few years.
However, consumer-grade products have limited profits, and AMD is likely to continue to use price-tags in the coming years in order to meet the market and adopt a strategy of puerile.
Therefore, the 'other hand' enterprise market must also catch up. In these years, Intel almost held a 90% server CPU market, which is its gold weapon. Although the ARM camp is very eye-catching, but Quantong spend heavily build Centriq has Failure. AMD's difference is that Paul has the advantages of x86 architecture performance and compatibility, but weaknesses are interconnection, IO access, software support these details.
According to CNBC reports, Financial investment firm Stifel raised AMD’s stock target price from US$14 to US$17, which is 24% more than it closed on Thursday.
The forecast of Stevens is, AMD’s server chip share will increase from 1% at the end of 2017 to around 5% at the end of the year Analyst Kevin Cassidy said that EPYC will do more in the market.
A good news is that AMD announced that the EPYC 7000 (up to 32 cores, 2TB of memory) will be deployed from the end of this year to Cisco's C4200 commercial server array. Cisco also feels unbelievable about the multi-core EPYC terrorist, claiming that this is the density of Cisco ever The highest server solution with 128% more cores than the Intel platform.
AMD is one of the technology stocks this year, with a cumulative increase of 33.6%.
Currently known customers of EPYC are Microsoft Cloud, HPE (HP Enterprise), Dell EMC, Cray (Cray), Baidu, etc.
