AMD Gains as Intel Faces Supply and Competitiveness Challenges

about 12 hours ago

"Now, for AMD, they just uh for Intel, they just reported earnings. And the reason I want to talk about them is because they did share a lot of great insight for what AMD investors should know. So, in forms of the bullish things, the transcript contains bullish signals for AMD, primarily centered on Intel's severe supply constraints, uncompetitive data center products, and poor profits on new products, which creates a massive immediate opportunity for AMD to continue to take market share. First, Intel states that they cannot meet demand for their products, particularly on older nodes, leaving an open door for AMD's Ryzen and Epic products."

The speaker highlights Intel's recent earnings as a backdrop for AMD's competitive advantage. Intel's admission of supply constraints and uncompetitive data center offerings is positioned as a catalyst for AMD to capture market share in both the server and mainstream PC segments, reinforcing a bullish outlook for AMD.

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