AMD rose about 4% in morning trading

Tiger Newspress2021-04-15

(April 15) Seeing it unlikely that Intel will ever regain its transistor advantage, Raymond James initiates Advanced Micro Devices(NASDAQ:AMD) with an Outperformrating and $100 price target.

Analyst Chris Caso attributes AMD's pullback this year to improving sentiment that Intel can improve its manufacturing situation. But Caso thinks Intel's commitment to in-house production will keep the company running behind AMD.

Caso says the current roadmaps show an advantage for AMD and foundry partner TSMC through at least 2024.

AMD shares are up 4.1% to $81.77.

Raymond James downgraded Intel, bearish on thefoundry push.

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精彩评论

  • tungngie
    2021-04-21
    tungngie
    我是很看好 AMD,因为它真的是能跟 intel 和 nvidia 一起对抗的。它的 Display 和 chip 都 一直不断成长。加油。
    • Sochkio
      請問你认为它有经济护城河吗?
    • tungngie
      我是觉得AMD 的护城河并不是很大,就以目前它的价格比别人(intel 和 nvidia)来得便宜些,而且它能够给予 买家 好 chipset 和好 video card。最近是看到比较多公司在卖 amd 的,不过市场多数还是找 intel 和 nvidia 的吧。我相信市场在过不久会看到它的厉害之处,毕竟 intel 慢了下来,nvidia贵了起来。
  • CWONG
    2021-04-18
    CWONG
    Always need competitor. Monopoly is always a bad thing. 
  • Jancrops
    2021-04-17
    Jancrops
    Very interesting for the info. 
  • harustar
    2021-04-16
    harustar
    Comment and like
  • CT张
    2021-04-16
    CT张
    Wau 
  • KeeBoonTong
    2021-04-16
    KeeBoonTong
    Comments pls
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