AMD is doing great, at least as far as Amazon CPU sales are concerned -- but Intel still has a few horses in this race.
Intel only trailed Nvidia ($1.4 billion), AMD ($259 million), Palantir ($189 ... about $30 billion higher than its current ...
Despite their solid earnings and guidance reported in Q3, the analyst is skeptical of AMD's ability to stay ahead of Intel’s product roadmap, which he considers to be a key contributor to AMD ...
A Jefferies analyst downgraded AMD’s stock, warning of sustained pressure from Nvidia and the prospect of a healthier Intel.
Barclay believes that Intel (INTC) and ARM will probably give AMD a run for its money. Better competition usually means lower growth rates and margins for the market participants. Lastly ...
The epitome of these Zen 5 architecture chips has probably been the whole "Zen 5%" meme ... the AMD Ryzen 7 7800X3D. People ...
While AMD grew overall x86 CPU market share against Intel in last year’s fourth quarter, the chip designer’s gains in the server space slowed to a crawl after 14 consecutive quarters of growth ...
Despite the inventory worries, Citi isn't sounding the alarm just yet, keeping its Neutral ratings on both AMD and Intel. The firm still expects PC unit shipments to tick up 4% year-over-year in ...
While 2023 was a tough year for chip suppliers, AMD finished it with a smaller decline in CPU shipments for servers, PCs and embedded/IoT than Intel did in those segments. AMD reached a new record ...
AMD stock, not quite in the leagues of Nvidia, has nevertheless fared well with a nearly 25% rally in the past year reaching a market cap of $257 billion that is 2x of Intel’s. The laggard among ...
The report also claims that AMD is "evaluating whether Intel's 18A manufacturing process is suitable for its needs" though it's not clear if AMD has sent any designs through for testing.