$Intel(INTC)$ $Advanced Micro

$Intel(INTC)$ $Advanced Micro Devices(AMD)$ As the need for memory-centric computing keeps growing, CXL DRAM is shaping up to be the future. Big players like Samsung, SK Hynix, and Micron have already developed CXL 2.0 DRAM. With Xeon 6, the first to use CXL 2.0, set to launch in the second half of the year, we'll likely see a flood of related memory products also hitting the server market. This new tech standard will probably drive a big demand for server CPU upgrades. Plus, thanks to AMD's fake benchmarks and Xeon 6 having a maximum of 288 cores, which dwarfs Turin in core count, Intel won't have much trouble holding onto its server CPU market share and this will lead to strong earnings.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":326358428295184,"tweetId":"326358428295184","gmtCreate":1720701739596,"gmtModify":1720706154349,"author":{"id":9000000000000723,"idStr":"9000000000000723","authorId":9000000000000723,"authorIdStr":"9000000000000723","name":"AlanBright","avatar":"https://static.tigerbbs.com/9419d5020560d3c6962b5f9cbad60999","vip":8,"userType":8,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/2f3c7de1b6c2cb74ee71e306f4302372","width":"484","height":"210"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/2f3c7de1b6c2cb74ee71e306f4302372","width":"484","height":"210"}],"extraTitle":"","html":"<html><head></head><body><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>As the need for memory-centric computing keeps growing, CXL DRAM is shaping up to be the future. Big players like Samsung, SK Hynix, and Micron have already developed CXL 2.0 DRAM. With Xeon 6, the first to use CXL 2.0, set to launch in the second half of the year, we'll likely see a flood of related memory products also hitting the server market. This new tech standard will probably drive a big demand for server CPU upgrades. Plus, thanks to AMD's fake benchmarks and Xeon 6 having a maximum of 288 cores, which dwarfs Turin in core count, Intel won't have much trouble holding onto its server CPU market share and this will lead to strong earnings.<img src=\"https://community-static.tradeup.com/news/2f3c7de1b6c2cb74ee71e306f4302372\" tg-width=\"484\" tg-height=\"210\"></body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"INTC\" class=\"teditor-mention\" data-mention-name=\"Intel\" href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$</a> <a data-mention-id=\"AMD\" class=\"teditor-mention\" data-mention-name=\"Advanced Micro Devices\" href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> <v-v data-views=\"1\"></v-v>As the need for memory-centric computing keeps growing, CXL DRAM is shaping up to be the future. Big players like Samsung, SK Hynix, and Micron have already developed CXL 2.0 DRAM. With Xeon 6, the first to use CXL 2.0, set to launch in the second half of the year, we'll likely see a flood of related memory products also hitting the server market. This new tech standard will probably drive a big demand for server CPU upgrades. Plus, thanks to AMD's fake benchmarks and Xeon 6 having a maximum of 288 cores, which dwarfs Turin in core count, Intel won't have much trouble holding onto its server CPU market share and this will lead to strong earnings.<img src=\"https://community-static.tradeup.com/news/2f3c7de1b6c2cb74ee71e306f4302372\" tg-width=\"484\" tg-height=\"210\"></body></html>","text":"$Intel(INTC)$ $Advanced Micro Devices(AMD)$ As the need for memory-centric computing keeps growing, CXL DRAM is shaping up to be the future. Big players like Samsung, SK Hynix, and Micron have already developed CXL 2.0 DRAM. With Xeon 6, the first to use CXL 2.0, set to launch in the second half of the year, we'll likely see a flood of related memory products also hitting the server market. This new tech standard will probably drive a big demand for server CPU upgrades. Plus, thanks to AMD's fake benchmarks and Xeon 6 having a maximum of 288 cores, which dwarfs Turin in core count, Intel won't have much trouble holding onto its server CPU market share and this will lead to strong earnings.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/326358428295184","repostId":0,"isVote":1,"tweetType":1,"viewCount":532,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":577,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/326358428295184"}