After AMD returned from Ruilong, it revived the battle with Intel. It was wonderful, and Intel, which has been habitually leading for many years, seems to have completely unexpectedly predicted that the situation will turn sharply, and hastily adjusted the product line response, but it has encountered a delay of 10nm process. Late is not mature, 14nm hard support and encounter serious shortage of production capacity and supply.
Intel recently released the new U series low-power processor Whiskey Lake, Y series ultra-low power processor Amber Lake, the former should be the first choice for a new batch of thin and light, but after encountering the shortage of supply, it will Seriously affect the development of the entire notebook industry, and even affect memory price fluctuations.
AMD naturally has easy access to a godsend, market share and stock price are expanding.
At present, AMD's stock price has been close to 32 US dollars, constantly refreshing the new high in the past decade, Wall Street's well-known investment bank Jefferies will also increase the AMD stock price forecast from the previous 30 US dollars to 36 US dollars.
Intel continues to change the product roadmap, causing customers to change the platform design frequently, and now it is seriously out of stock, AMD has gained more favor.
Mark Lipacis, an analyst at Fubon, a market regulator, claims that HP's consumer PCs will use AMD processors 30% next year, and Dell will increasingly use AMD processors in commercial PCs.
he thinks, The share of AMD processors in the desktop market is expected to soar from the current 10% to 30%.
Lipacis said in the report that the Intel processor shortage will last at least until the second quarter of 2019, which makes analysts believe more. AMD will get higher income, stock price and profit in the short term, and will gain more high-end PC and server market in the long run.
J.P. Morgan also pointed out that the shortage of Intel processors is increasing, and 10nm is suffering from mass production problems, and capacity planning has been cut in half.
Source: Technology Fast Author: Q above text
After AMD returned from Ruilong, it revived the battle with Intel. It was wonderful, and Intel, which has been habitually leading for many years, seems to have completely unexpectedly predicted that the situation will turn sharply, and hastily adjusted the product line response, but it has encountered a delay of 10nm process. Late is not mature, 14nm hard support and encounter serious shortage of production capacity and supply.
Intel recently released the new U series low-power processor Whiskey Lake, Y series ultra-low power processor Amber Lake, the former should be the first choice for a new batch of thin and light, but after encountering the shortage of supply, it will Seriously affect the development of the entire notebook industry, and even affect memory price fluctuations.
AMD naturally has easy access to a godsend, market share and stock price are expanding.
At present, AMD's stock price has been close to 32 US dollars, constantly refreshing the new high in the past decade, Wall Street's well-known investment bank Jefferies will also increase the AMD stock price forecast from the previous 30 US dollars to 36 US dollars.
Intel continues to change the product roadmap, causing customers to change the platform design frequently, and now it is seriously out of stock, AMD has gained more favor.
Mark Lipacis, an analyst at Fubon, a market regulator, claims that HP's consumer PCs will use AMD processors 30% next year, and Dell will increasingly use AMD processors in commercial PCs.
he thinks, The share of AMD processors in the desktop market is expected to soar from the current 10% to 30%.
Lipacis said in the report that the Intel processor shortage will last at least until the second quarter of 2019, which makes analysts believe more. AMD will get higher income, stock price and profit in the short term, and will gain more high-end PC and server market in the long run.
J.P. Morgan also pointed out that the shortage of Intel processors is increasing, and 10nm is suffering from mass production problems, and capacity planning has been cut in half.
Source: Technology Fast Author: Q above text
