The entire semiconductor sector appears to be under fire from so called "analysts" that are actually jack-of-all-trades but masters of NONE. Their archaic thinking in traditional cyclical rotations of the semiconductor industry is forcing stocks prices lower. Even when most chip and equipment companies are crushing earnings, are producing at max capacity, increasing prices, and raising guidance. Global demand would be high regardless of any shortage. 5G, AI, EV, crypto, data centers, cloud tech, gaming, eSports were already ensuring this growth and demand. Now add the new infrastructure spending and the global "arms race" that's taking place. We are in the beginning of a super cycle like never seen, likely lasting many years. Semiconductors are the new #1 global resource....the new oil. (Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world. (Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips. Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers. High tide raises all boats! .....and many of these companies are already currently undervalued. GLTA
$AMD won the chip Design arena over $INTC (period) Here’s the biggest question for Intel. Can they win a large chunk of business away from Fab leader $TSM ? This will be very very difficult. Most likely NOT for a while…
In the very unlikely case $INTC may actually rebound and the market actually believes all the hype, spam and BS from Pat Gelsinger I actually bought a little $INTC today. Still think $NVDA and $AMD will dominate though.
wccftech has article, "Intel Core i9-12900K Alder Lake CPU Benchmark Leaks Out, Allegedly Faster Than $AMD Ryzen Threadripper 2990WX 32 Core Chip In Cinebench", reporting a posted cinebench score on an Alder Lake chip running with DDR5-5200
It is also worth noting that $AMD pricing power has increased, leading to an increase in processor ASP. On the other hand, $INTC is struggling to cope with a sharp decline in ASP. Chipzilla’s desktop processor ASP fell 5% year-on-year in the last quarter, while notebook ASPs fell 17% after taking discounts to transfer more products. On the other hand, AMD is taking advantage of the technology and performance advantages of Intel chips to charge a premium for AMD processors. In view of higher shipments, customers are obviously willing to pay.
It was on October 9, 2020 Department of Energy Under Secretary for Science Paul Dabbar confirmed to insideHPC that $INTC Aurora was behind schedule, and that the 1.5 exaflops Frontier supercomputer will launch first. As it uses Epyc CPUs and Radeon Instinct GPUs, both from $AMD, there are no concerns about its chip roadmap.
Dabbar said that the DOE was "in discussions with Intel" about Aurora, and was looking at "different options," but claimed that he had "a good degree of confidence" that the one exaflops system would launch not too long after Frontier.
It is unclear how severe Intel's 7nm production problems are - it previously suffered years of delay on its 10nm development, and in both cases it has provided misleading information to the media about how long delays would last.
Intel can't deliver on supercomputer build. Yet another EPIC FAIL for $INTC. Government won't return to Intel for future supercomputers. U.S. government extremely disappointed with false Intel promises. Invest in the real chip stocks $AMD and $NVDA.
$AMD is likely to take more market share from $INTC because AMD is expected to launch the next-generation Zen 4 CPU with a 5nm-based manufacturing process next year. AMD’s current Zen 3 chips are based on the 7-nanometer node, which means that next-generation chips can provide higher computing performance and reduce power consumption.
$INTC current Rocket Lake desktop processors are based on the old 14-nanometer process, while $AMD uses the modern 7-nanometer process. As a result, AMD can pack more cores into its processor, making it more energy efficient, and at the same time producing superior performance.
(Fabless) companies like $NVDA, $AMD, $MRVL, $AVGO, $QCOM design the most advanced and sought after semiconductors in the world. (Fab-owning) companies like $TSM, $TXN, $ADI, $QRVO manufacture the chips. Companies like $AMAT, $ASML, $LRCX, $KLAC, $UCTT, $ICHR make all the equipment and materials used by those chip manufacturers. High tide raises all boats! .....and many of these companies are already currently undervalued. GLTA
$AMD +17% YTD
$INTC +7.6% YTD
I bet money will run away from Asia to US markets . Expect a record DOW before the EOY.
$BA $F $GM $GOOGL $AMD
Dabbar said that the DOE was "in discussions with Intel" about Aurora, and was looking at "different options," but claimed that he had "a good degree of confidence" that the one exaflops system would launch not too long after Frontier.
It is unclear how severe Intel's 7nm production problems are - it previously suffered years of delay on its 10nm development, and in both cases it has provided misleading information to the media about how long delays would last.
To $amd
This is a nifty way to slow down the rise in $AMD sp where shorty was losing the 10am game !!
Thanks shorties/mm I switched some AMD to XLNX a good play.