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AMD的近況

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發表於 2021-5-3 20:06:58 | 顯示全部樓層 |閱讀模式

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https://seekingalpha.com/article ... -may-be-undervalued
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 樓主| 發表於 2021-5-3 20:09:34 | 顯示全部樓層
Ultimately, though, when it comes to the stock, AMD has not rallied much (if any) further since Intel announced its 7nm delay last year, despite accelerating revenue growth in recent quarters. For comparison, in a battle between what have been relatively overvalued semi stocks (compared to Intel), Nvidia (NVDA) currently has almost 4x the market cap despite having nowhere near 4x the revenue and also a notch lower growth rate. A similar argument (to the Nvidia one) could be made for example when comparing AMD to ASML (ASML), which has over 2x the market cap.

Since Intel’s more competitive offerings will still take a while to even ramp in volume, at the current levels, AMD may represent a decent risk-reward investment.
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 樓主| 發表於 2021-5-3 20:12:13 | 顯示全部樓層
However, Intel has indicated that 10nm will surpass 14nm volume in the second half of the year. With AMD not moving to 5nm for at least another year or so, this means currently the playing field in terms of technology is quite level. Additionally, preliminary rumors are indicating that AMD may not launch 3nm CPUs until 2024, while the many Intel outsourcing rumors (and partly confirmed by Intel) have indicated that it will launch 3nm CPUs in 2023 (although most CPUs likely will be on its own 7nm).

Needless to say, if the Intel "execution engine" (as Pat Gelsinger called it) really regains steam, then that could derail AMD's momentum.

Additionally, the supply chain remains quite uncertain given TSMC's (TSM) shortages.
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