Intel Just Created a Big Problem for AMD
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Semiconductor giant Intel (NASDAQ: INTC) is in the middle of an existential crisis. The company lacks a permanent CEO, its foundry-centric strategy is up in the air, market share losses are stressing financials, and its artificial intelligence (AI) chip efforts have largely floundered.While a lot is going wrong for Intel, the server CPU business is one area where the company has made legitimate progress. Rival Advanced Micro Devices (NASDAQ: AMD) leapfrogged Intel a few years ago with its Genoa family of chips, trouncing the market leader in core count, performance, and efficiency. It's taken a while, but Intel finally came up with an answer last year with its Granite Rapids server CPUs.Granite Rapids is a critical product for Intel. The chip family finally moved the company's mainline server CPU products from the aging Intel 7 manufacturing process onto the more advanced Intel 3 process, a shift that brought with it significant performance and efficiency gains. Intel was able to up the maximum core count to 128, doubling the core count of its predecessor, and reviews indicated that Intel had largely caught up with AMD in terms of performance.Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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Nachrichten zu AMD (Advanced Micro Devices) Inc.
Analysen zu AMD (Advanced Micro Devices) Inc.
Datum | Rating | Analyst | |
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31.07.2024 | AMD (Advanced Micro Devices) Buy | Goldman Sachs Group Inc. | |
31.07.2024 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
31.07.2024 | AMD (Advanced Micro Devices) Neutral | JP Morgan Chase & Co. | |
27.02.2024 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
31.01.2024 | AMD (Advanced Micro Devices) Buy | UBS AG |
Datum | Rating | Analyst | |
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31.07.2024 | AMD (Advanced Micro Devices) Buy | Goldman Sachs Group Inc. | |
31.01.2024 | AMD (Advanced Micro Devices) Buy | UBS AG | |
22.02.2022 | AMD (Advanced Micro Devices) Outperform | Bernstein Research | |
02.02.2022 | AMD (Advanced Micro Devices) Overweight | Barclays Capital | |
02.02.2022 | AMD (Advanced Micro Devices) Conviction Buy List | Goldman Sachs Group Inc. |
Datum | Rating | Analyst | |
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31.07.2024 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
31.07.2024 | AMD (Advanced Micro Devices) Neutral | JP Morgan Chase & Co. | |
27.02.2024 | AMD (Advanced Micro Devices) Market-Perform | Bernstein Research | |
02.11.2022 | AMD (Advanced Micro Devices) Neutral | UBS AG | |
02.02.2022 | AMD (Advanced Micro Devices) Neutral | JP Morgan Chase & Co. |
Datum | Rating | Analyst | |
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18.07.2017 | AMD (Advanced Micro Devices) Underweight | Barclays Capital | |
07.07.2015 | AMD Sell | UBS AG | |
23.08.2012 | Advanced Micro Devices (AMD) underperform | Macquarie Research | |
23.07.2012 | Advanced Micro Devices (AMD) underperform | Macquarie Research | |
11.07.2012 | Advanced Micro Devices (AMD) sell | Goldman Sachs Group Inc. |
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