Comparison|AMD Aims To Take AI Chip Share,Threat To NVDIA?

$Advanced Micro Devices(AMD)$ shares rose Wednesday after the chipmaker unveiled its latest semiconductor and data center products optimized for artificial intelligence. AMD stock has gotten a lift lately from investor interest in AI stocks.

With the announcements, $Advanced Micro Devices(AMD)$ is hoping to steal some fire from market leader $NVIDIA Corp(NVDA)$ in the AI space.

At a company event Tuesday, $Advanced Micro Devices(AMD)$ showed off its latest Epyc server processors and a new AI accelerator chip series. $Advanced Micro Devices(AMD)$ introduced fourth-generation Epyc central processing units and previewed its Instinct MI300 Series accelerator family.

Chief Executive Lisa Su described the high-end Instinct MI300X accelerator chip as "the world's most advanced accelerator for generative AI." The product is a graphics processing unit optimized for large language model workloads.

$Advanced Micro Devices(AMD)$ is now sampling the first of its MI300 products to customers, the company said in a news release. It plans to launch the products in the fourth quarter.

The market's reaction to $Advanced Micro Devices(AMD)$ 's release of new chip products is: Although $NVIDIA Corp(NVDA)$ 's GPU is very powerful, $Advanced Micro Devices(AMD)$ 's MI 300X has its advantages, especially in terms of storage performance.

The industry is looking forward to the introduction of new competitors in the AI chip market, including related products from $Advanced Micro Devices(AMD)$ and $Intel(INTC)$ .With the completion of $Advanced Micro Devices(AMD)$ 's acquisition of $Xilinx(XLNX)$ , its efforts in the AI ​​field have increased significantly, not only strengthening its market presence, but also hoping to grasp the major opportunities brought by generative AI.

According to Precedence Research, the global AI chip market size will be US$16.86 billion in 2022, and will grow at an annual rate of about 30%, and is expected to reach about US$227.48 billion by 2032.

Now in the field of AI wrestling, whether $Advanced Micro Devices(AMD)$ can open a new story, we all wait and see.

🎁Question for Tigers:

What your expectation to $Advanced Micro Devices(AMD)$ 's valuation and stock price in future?

Before you make any comment, welcome to read the below comparison of $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $ASML Holding NV(ASML)$ $Broadcom(AVGO)$ in profile, YTD, Ratings, Dividend, and valuation perspectives.

Recomend to read: 🎁Semiconductor Q1 Winners by Revenue/ EPS/YTD23

1. Profile about Market cap and Enterprise Value

Profile, data from seekingalpha.com

2 YTD2023, as of June 14th, 2023, $Advanced Micro Devices(AMD)$ get 98.89% return in 2023.

YTD 2023, data from seekingalpha.com

3.Quant Factor Grades, $Advanced Micro Devices(AMD)$ see 3 A, not that bad, right?

Quant Factor Grades, data from seekingalpha.com

4.Dividends, Seems $Broadcom(AVGO)$ top the rewarding to shareholders for 11 years.

Dividends, data from seekingalpha.com

5.Valuations comparison, usually, the lower the P/E, means the current price the cheaper.

Valuation,data from seekingalpha.com

Do you have some ideas in your mind now? Which semiconductor stock is your favorite? Why?