AMD’s Secret Sauce: Why This Chip Underdog Is Poised to Dethrone Nvidia

InvestorPlace04-24

Advanced Micro Devices (AMD) continues to expand in its core PC market, with big upside via AI tail winds. The company has released its upgraded 600-series AM5 motherboards, for “next-gen” AMD Ryzen ...

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href=https://investorplace.com/2024/04/amds-secret-sauce-why-this-chip-underdog-is-poised-to-dethrone-nvidia/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Advanced Micro Devices (AMD) continues to expand in its core PC market, with big upside via AI tail winds.\nThe company has released its upgraded 600-series AM5 motherboards, for “next-gen” AMD Ryzen ...</p>\n\n<a href=\"https://investorplace.com/2024/04/amds-secret-sauce-why-this-chip-underdog-is-poised-to-dethrone-nvidia/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"INTC","symbol_name":"英特尔","start_time":0,"source_url":"https://investorplace.com/2024/04/amds-secret-sauce-why-this-chip-underdog-is-poised-to-dethrone-nvidia/","article_id":"2429843809","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2429843809","pubTimestamp":1713953100,"sourceInfo":{"source_id":"investorplace_stock_picks","name":"InvestorPlace stock picks"},"weMediaInfo":null,"summary":"Here's why chip investors would do well to continue to hold AMD stock, as the chips market continues to evolve in a positive way.","collect":0,"end_time":0,"defaultTopTitle":"investorplace.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"INTC":"英特尔","BK4573":"虚拟现实","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4581":"高盛持仓","LU0238689110.USD":"贝莱德环球动力股票基金","GFS":"GLOBALFOUNDRIES 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Henderson Balanced A Inc SGD-H","BK4543":"AI","BK4527":"明星科技股","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","NVDA":"英伟达","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"translate_title":"AMD的秘方：为什么这个芯片失败者准备废黜英伟达","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"AMD":1,"INTC":1,"GFS":1},"content_text":"Advanced Micro Devices (AMD) continues to expand in its core PC market, with big upside via AI tail winds.\nThe company has released its upgraded 600-series AM5 motherboards, for “next-gen” AMD Ryzen CPUs. \nDemand remains strong for its PC chips, but new AI chips for business PCs could take the stock to the next level.\n \n\n\n\n \n\nSource: JHVEPhoto / Shutterstock.com\n\n\n\nAdvanced Micro Devices (NASDAQ:AMD) stock is perhaps best known as the key rival to the king of chips — Nvidia (NASDAQ:NVDA). AMD has fallen behind Nvidia since the AI surge. Cooler heads are assessing this sector for good reason.\nAMD dominates the personal computing market, with $3.5 billion expected from their Mi300 GPU accelerator alone. Analysts foresee AMD’s robust growth, despite Beijing’s plan to phase out AMD chips from government PCs and servers. \nThe recent decline in AMD stock presents an attractive entry point. HSBC upgraded AMD to “Buy,” citing the potential of its next-gen AI chips to compete with Nvidia’s Blackwell line. Here’s why I think that call is on point. \nAMD Stock By the Numbers\nAMD has experienced a remarkable recovery since hitting a low in 2015, driven by new products and increased profitability. The stock soared for six years but declined in late 2021 because of a PC sales downturn. \nHowever, AMD has made a comeback, surging in 2023 due to its AI chip launch for data centers. This has placed the company in tight competition with both Intel (NASDAQ:INTC) and Nvidia in the overall chip market.\nIn 2014, Lisa Su became CEO of AMD and has been the brains behind the transformation of Ryzen PC processors and Epyc server chips. Under her, AMD surpassed Intel in making CPUs at smaller node sizes, now at four nanometers. \nSu oversaw significant acquisitions: Xilinx in February 2022 for $49 billion, expanding into data centers, and Pensando Systems in May 2022 for $1.9 billion, enhancing data center capabilities. \nAMD’s total addressable market grew to $300 billion from $79 billion in 2020, with projected profit margin improvements, 20% compound annual sales growth for the next three to four years, and rising stock prices.\nIts shares surged 68% in a year, driven by AI potential. Sympathy capital appreciation upside has been tied to Nvidia’s success, also boosting AMD stock. Nvidia dominated the AI GPU market, but AMD aims to challenge it with its own AI GPUs and AI-powered PCs.\nAMD introduced Ryzen Pro 8000 for desktops and laptops on April 16, making it the sole provider of AI-powered NPUs in business PCs. With rising AI demand, AMD anticipates significant growth.\nASUS Confirms Motherboards Will Support Ryzen Zen 5\nIn other AMD news, a partnership between AMD and ASUS involved the computer company providing 600-series AM5 motherboards ready for AMD’s next-gen Ryzen CPU. This also includes the Ryzen 9000 series.\nThe performance of AMD’s next-gen AM5 processors remains speculative. Leaks suggest the Zen 5 chip could offer up to 40% performance gains, but its legitimacy is still being determined. Rumors indicate core/thread counts may remain unchanged, suggesting gains will focus on single-threaded performance.\nThere are 44 ASUS AM5 motherboards listed, covering the entire lineup. Expect better designs for next-gen Ryzen Zen 5 CPUs. Existing motherboards will be fully compatible. The AM5 platform is also committed to AMD until next year, ensuring support for another CPU generation. \nMoreover, the Zen 5 Ryzen CPU can also improve performance and features over the 7000 series. It is anticipated to debut during the Computex 2024 and launch mid 2024.\nAI Chips for Business Computers and Laptops\nAMD introduced new AI-enabled chips for business laptops and desktops, launching with HP and Lenovo in Q2 2024. These chips allow PCs to run large-language models and apps directly, which is expected to boost the PC market. Increased demand for advanced semiconductors is driven by generative AI technology.\nAMD competes fiercely with Intel and Nvidia in the AI PC market, known for its GPU leadership. In January, AMD launched the Ryzen 8000G Series desktop chips, aimed at AI tasks with heavy workloads. \nOn the same day, Nvidia introduced its “GeForce RTX SUPER” desktop GPUs, with Acer, ASUS, Dell Technologies, HP, Lenovo, and Samsung set to release AI laptops featuring its technology.\nFor long-term investors looking for a chip stock with AI tail winds, but a strong core business that should continue to outperform, AMD remains a top pick of mine for this reason.\nOn the date of publication, Chris MacDonald did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nChris MacDonald’s love for investing led him to pursue an MBA in Finance and take on a number of management roles in corporate finance and venture capital over the past 15 years. His experience as a financial analyst in the past, coupled with his fervor for finding undervalued growth opportunities, contribute to his conservative, long-term investing perspective.Technology, Artificial Intelligence, Semiconductor \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/04/amds-secret-sauce-why-this-chip-underdog-is-poised-to-dethrone-nvidia/.\n©2024 InvestorPlace Media, LLC","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429843809"}