Intel’s CPU disappoint, AMD to gain more market share

SirBahamut
2023-01-11
$Advanced Micro Devices(AMD)$ 

Intel has announced the Sapphire Rapids (Eagle Stream) processors, which includes 52 models divided into two categories: dual-socket models for higher performance and mainstream use, and specialized models for liquid-cooled, single-socket, networking, cloud, HPC, and storage/HCI systems.

After multiple delays spanning the last two years, Sapphire Rapids has finally been released. However, some industry analysts believe that the launch does not live up to the prolonged wait!

Multiple delay for Sapphire Rapid

According to Omdia analyst Manoj Sukumaran's take on the impact of the Sapphire Rapids delays, the delays in Intel's CPU releases have already caused a ripple effect on the entire supply chain. Those missteps have opened the door for AMD, and AMD has certainly taken advantage!

Now, despite the long wait, Intel's new product’s performance still lags behind that of AMD! While the Intel Data Center GPU Max Series is powerful, many believe that AMD's recent MI300 announcement outperforms it.

In comparison to AMD's Genoa product lines, Sapphire Rapids may have slightly lower specifications and peak performance. As such, I think it is very likely AMD could continue to gain market share due to better pricing and performance.

@Daily_Discussion @TigerStars 

💰 Stocks to watch today?(15 Nov)
1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!
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

  • MadAndy
    2023-01-13
    MadAndy
    same on the desktop too, Intel had an edge at the end of the year, but AMD have come back with a good set of releases for their non-X chip variants. They needed to as they're struggling with higher chipset and DDR5 RAM costs. These will come down over time. Intel will be under pressure to do a good job with their upcoming raptor refresh.
  • WernerBilly
    2023-01-11
    WernerBilly
    Semiconductor stocks are a little bit oversold. Be careful about the pullback.
  • ChrisColeman
    2023-01-11
    ChrisColeman
    I still think Intel has the best CPU. The others will take time to beat it.
  • pixiezz
    2023-01-14
    pixiezz
    PC sales was down 28% last quarter, data center spending had also softened, and GPU channel is filled with excess inventory. The upcoming ER is going to be ugly.
  • Alubin
    2023-01-11
    Alubin
    thanks for sharing
  • MDK
    2023-01-11
    MDK
    Good point
Leave a comment
66
1