Resilience of AMD Amid Competitive Pressure from Intel and NVIDIA

about 1 month ago

SPEAKER_01

"Intel is still the largest CPU manufacturer, although the gap has certainly narrowed over the past decade or so. And one of AMD's competitive advantage has been that they produce both CPU and GPU products. And if those two are joining forces, that's kind of the same thing. On the other hand, I'm not that worried. It's historically been a mistake to bet against AMD, especially under current CEO Lisa Su's tenure, which has been roughly the past decade. And over that time, AMD has been steadily taking CPU market share from Intel year after year."

The speaker offers a company-specific commentary on AMD, noting that despite competitive pressures from the recent Intel-NVIDIA partnership, AMD remains resilient. Under CEO Lisa Su, AMD has consistently taken market share from Intel and diversified its product lineup by producing both CPUs and GPUs. This historical performance reinforces a bullish long-term view on AMD.

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