AMD's Latest Chips Set the Stage for a Stellar Year

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AMD's Latest Chips Set the Stage for a Stellar Year

Bloomberg2021-03-22

The chipmaker is extending its performance leadership over Intel across all categories. It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...

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Albaakbert
·2021-03-25
What good does it do
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- Albaakbert:
  [捂脸][捂脸][捂脸]
  2021-03-25
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naan
·2021-03-23
Excel ...and new benchmatk up everytime.. intel indocks?
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Longshot
·2021-03-23
Comment
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Annalz
·2021-03-23
Great company?
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2
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JoeK
·2021-03-23
Amd is the new intel
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Tbun
·2021-03-23
Amd pls like n comment
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- MGHuat:
  ok
  2021-03-24
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- Josca:
  Like plS
  2021-03-23
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JFK
·2021-03-23
Good
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leexy
·2021-03-23
Comment please
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Albaakbert
·2021-03-23
All for AMD
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W771771771
·2021-03-23
Cheers
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YongYufei
·2021-03-23
Woww
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Jack in the Stock
·2021-03-23
Good for AMD!
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- Chriz:
  [强]
  2021-03-23
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- Ivyn:
  Wowoowow
  2021-03-23
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- Jason1989:
  Yup. To the moon
  2021-03-23
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IamBolt
·2021-03-23
Like and comment
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- Jason1989:
  Commented
  2021-03-23
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- PooYen:
  Please response to my comment Thanks
  2021-03-23
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- Kingkong1234:
  Like and comments
  2021-03-23
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Stephen_Ong
·2021-03-23
Comment
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- Stephen_Ong:
  Ok
  2021-03-24
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- Kingkong1234:
  Like and comments
  2021-03-23
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- PooYen:
  Please response to my comment Thanks
  2021-03-23
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ctanya
·2021-03-23
Awesome, keep going$AMD(AMD)$
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- ctanya:
  thanks
  2021-03-31
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- PooYen:
  Please response to my comment Thanks
  2021-03-23
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Linkingdots
·2021-03-23
Go team Red!
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noobieq0000
·2021-03-23
YESSSS
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Alvin1975
·2021-03-23
Like and comment pls
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- Linkingdots:
  Team Red!
  2021-03-23
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- McGreedy:
  give me a comment pls
  2021-03-23
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- Fonkytonks:
  reply plz
  2021-03-23
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SSVC
·2021-03-23
Hmmm... Appreciate your response and comments Thanks
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- SSVC:
  [强][握手]
  2021-03-23
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- SSVC:
  [强][握手]
  2021-03-23
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- PooYen:
  Please response to my comment Thanks
  2021-03-23
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Atwosome
·2021-03-23
, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer — AMD has a good shot at significantly narrowing that gap.
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Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">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":"AMD","symbol_name":"美国超微公司","start_time":0,"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","article_id":"1198306750","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","pubTimestamp":1616426788,"columns":[],"sourceInfo":{"source_id":"lsy1584095487587","name":"Bloomberg"},"weMediaInfo":null,"summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","collect":0,"end_time":0,"defaultTopTitle":"bloomberg.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"AMD":"美国超微公司"},"translate_title":"AMD最新的芯片为其辉煌的一年铺平了道路","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":0.9},"content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":351792306,"gmtCreate":1616631781105,"gmtModify":1704796619288,"author":{"id":"3573197870935019","authorId":"3573197870935019","name":"Albaakbert","avatar":"https://static.tigerbbs.com/38fb1a202f211aaf65a6b491072b884f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3573197870935019","authorIdStr":"3573197870935019"},"htmlText":"What good does it do","listText":"What good does it do","text":"What good does it do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/351792306","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3876082,"gmtCreate":1616631800054,"gmtModify":1680781619566,"authorId":3573197870935019,"author":{"id":3573197870935019,"idStr":"3573197870935019","authorId":3573197870935019,"name":"Albaakbert","avatar":"https://static.tigerbbs.com/38fb1a202f211aaf65a6b491072b884f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351792306,"type":1,"supId":0,"prevId":0,"content":"[捂脸][捂脸][捂脸]","text":"[捂脸][捂脸][捂脸]","html":"[捂脸][捂脸][捂脸]"}],"langContent":"EN"},{"id":353382641,"gmtCreate":1616461734983,"gmtModify":1704794371002,"author":{"id":"3574400316429410","authorId":"3574400316429410","name":"naan","avatar":"https://static.tigerbbs.com/5846811c3194d2eaeac65a7165552bc1","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3574400316429410","authorIdStr":"3574400316429410"},"htmlText":"Excel ...and new benchmatk up everytime.. intel indocks?","listText":"Excel ...and new benchmatk up everytime.. intel indocks?","text":"Excel ...and new benchmatk up everytime.. intel indocks?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353382641","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353397433,"gmtCreate":1616459893723,"gmtModify":1704794332859,"author":{"id":"3570092809336734","authorId":"3570092809336734","name":"Longshot","avatar":"https://static.tigerbbs.com/7cad4ddeab0622dd29ed1d7c76c750b8","vip":1,"hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","crmLevel":7,"crmLevelSwitch":0,"idStr":"3570092809336734","authorIdStr":"3570092809336734"},"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353397433","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353396010,"gmtCreate":1616459675830,"gmtModify":1704794325899,"author":{"id":"3577089953267281","authorId":"3577089953267281","name":"Annalz","avatar":"https://static.tigerbbs.com/ffd285ab6189bb61da4b48c3e149eedc","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577089953267281","authorIdStr":"3577089953267281"},"htmlText":"Great company?&nbsp;","listText":"Great company?&nbsp;","text":"Great company?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353396010","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353304650,"gmtCreate":1616459352370,"gmtModify":1704794316355,"author":{"id":"3575261937306050","authorId":"3575261937306050","name":"JoeK","avatar":"https://static.tigerbbs.com/162445e8b6a553bd412b8a06e3f44c9e","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3575261937306050","authorIdStr":"3575261937306050"},"htmlText":"Amd is the new intel","listText":"Amd is the new intel","text":"Amd is the new intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353304650","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353945028,"gmtCreate":1616458141264,"gmtModify":1704794287808,"author":{"id":"3570852434754937","authorId":"3570852434754937","name":"Tbun","avatar":"https://community-static.tradeup.com/news/63e67729da4933c107a878402f4fce2c","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3570852434754937","authorIdStr":"3570852434754937"},"htmlText":"Amd pls like n comment","listText":"Amd pls like n comment","text":"Amd pls like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353945028","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3868501,"gmtCreate":1616560435807,"gmtModify":1680781500697,"authorId":3572388238861982,"author":{"id":3572388238861982,"idStr":"3572388238861982","authorId":3572388238861982,"name":"MGHuat","avatar":"https://static.tigerbbs.com/bd2cbc6e014ed9c700e2d9cd01ae2b08","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353945028,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"},{"id":3858106,"gmtCreate":1616458708128,"gmtModify":1680781341892,"authorId":3571694506074118,"author":{"id":3571694506074118,"idStr":"3571694506074118","authorId":3571694506074118,"name":"Josca","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353945028,"type":1,"supId":0,"prevId":0,"content":"Like plS","text":"Like plS","html":"Like plS"}],"langContent":"EN"},{"id":353946571,"gmtCreate":1616458079493,"gmtModify":1704794286518,"author":{"id":"3567221235003553","authorId":"3567221235003553","name":"JFK","avatar":"https://community-static.tradeup.com/news/a89af0535393568b5b43866c02b3230f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3567221235003553","authorIdStr":"3567221235003553"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353946571","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353941614,"gmtCreate":1616457973838,"gmtModify":1704794284093,"author":{"id":"3563930588845537","authorId":"3563930588845537","name":"leexy","avatar":"https://community-static.tradeup.com/news/0d603883c27ec9f97d08155247f20e01","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3563930588845537","authorIdStr":"3563930588845537"},"htmlText":"Comment please&nbsp;","listText":"Comment please&nbsp;","text":"Comment please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353941614","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353949525,"gmtCreate":1616457880667,"gmtModify":1704794281329,"author":{"id":"3573197870935019","authorId":"3573197870935019","name":"Albaakbert","avatar":"https://static.tigerbbs.com/38fb1a202f211aaf65a6b491072b884f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3573197870935019","authorIdStr":"3573197870935019"},"htmlText":"All for AMD","listText":"All for AMD","text":"All for AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353949525","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353940953,"gmtCreate":1616457763372,"gmtModify":1704794279389,"author":{"id":"3577910457171958","authorId":"3577910457171958","name":"W771771771","avatar":"https://community-static.tradeup.com/news/bef847e8f5b91c0dfbfebcace12e513c","vip":1,"crmLevel":4,"crmLevelSwitch":1,"idStr":"3577910457171958","authorIdStr":"3577910457171958"},"htmlText":"Cheers","listText":"Cheers","text":"Cheers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353940953","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353957779,"gmtCreate":1616457761091,"gmtModify":1704794279065,"author":{"id":"3576243705895352","authorId":"3576243705895352","name":"YongYufei","avatar":"https://community-static.tradeup.com/news/31b67b56ec86a7146c596283712c91d9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3576243705895352","authorIdStr":"3576243705895352"},"htmlText":"Woww&nbsp;","listText":"Woww&nbsp;","text":"Woww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353957779","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353956028,"gmtCreate":1616457533764,"gmtModify":1704794272272,"author":{"id":"3561548364525556","authorId":"3561548364525556","name":"Jack in the Stock","avatar":"https://community-static.tradeup.com/news/ef3c19f727783ca8030d5aab5b19df10","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":3,"crmLevelSwitch":1,"idStr":"3561548364525556","authorIdStr":"3561548364525556"},"htmlText":"Good for AMD!&nbsp;","listText":"Good for AMD!&nbsp;","text":"Good for AMD!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/353956028","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3857944,"gmtCreate":1616457709988,"gmtModify":1680781347680,"authorId":3561335246727315,"author":{"id":3561335246727315,"idStr":"3561335246727315","authorId":3561335246727315,"name":"Chriz","avatar":"https://static.tigerbbs.com/8c393b32112334e204b0590fb83bbc7d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353956028,"type":1,"supId":3857931,"prevId":0,"content":"[强]","text":"[强]","html":"[强]"},{"id":3857931,"gmtCreate":1616457637155,"gmtModify":1680781347358,"authorId":3574369575855815,"author":{"id":3574369575855815,"idStr":"3574369575855815","authorId":3574369575855815,"name":"Ivyn","avatar":"https://static.tigerbbs.com/b07a9b2035b6533de027e7a22492444b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353956028,"type":1,"supId":0,"prevId":0,"content":"Wowoowow","text":"Wowoowow","html":"Wowoowow"},{"id":3857917,"gmtCreate":1616457564667,"gmtModify":1680781346631,"authorId":3574900438263615,"author":{"id":3574900438263615,"idStr":"3574900438263615","authorId":3574900438263615,"name":"Jason1989","avatar":"https://static.tigerbbs.com/76dc78bffeef938c039d38e48e2042e1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353956028,"type":1,"supId":0,"prevId":0,"content":"Yup. To the moon","text":"Yup. To the moon","html":"Yup. To the moon"},{"id":3857988,"gmtCreate":1616457920113,"gmtModify":1680781346134,"authorId":3573197870935019,"author":{"id":3573197870935019,"idStr":"3573197870935019","authorId":3573197870935019,"name":"Albaakbert","avatar":"https://static.tigerbbs.com/38fb1a202f211aaf65a6b491072b884f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353956028,"type":1,"supId":0,"prevId":0,"content":"Usinvest","text":"Usinvest","html":"Usinvest"}],"langContent":"EN"},{"id":353922507,"gmtCreate":1616457056209,"gmtModify":1704794262992,"author":{"id":"3577616645019427","authorId":"3577616645019427","name":"IamBolt","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577616645019427","authorIdStr":"3577616645019427"},"htmlText":"Like and comment","listText":"Like and comment","text":"Like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/353922507","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3857921,"gmtCreate":1616457575172,"gmtModify":1680781347057,"authorId":3574900438263615,"author":{"id":3574900438263615,"idStr":"3574900438263615","authorId":3574900438263615,"name":"Jason1989","avatar":"https://static.tigerbbs.com/76dc78bffeef938c039d38e48e2042e1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353922507,"type":1,"supId":0,"prevId":0,"content":"Commented","text":"Commented","html":"Commented"},{"id":3857837,"gmtCreate":1616457130303,"gmtModify":1680781345667,"authorId":3576743360399762,"author":{"id":3576743360399762,"idStr":"3576743360399762","authorId":3576743360399762,"name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353922507,"type":1,"supId":0,"prevId":0,"content":"Please response to my comment  Thanks  ","text":"Please response to my comment  Thanks  ","html":"Please response to my comment  Thanks  "},{"id":3857831,"gmtCreate":1616457114448,"gmtModify":1680781344695,"authorId":3558034199477068,"author":{"id":3558034199477068,"idStr":"3558034199477068","authorId":3558034199477068,"name":"Kingkong1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353922507,"type":1,"supId":0,"prevId":0,"content":"Like and comments","text":"Like and comments","html":"Like and comments"}],"langContent":"EN"},{"id":353929625,"gmtCreate":1616456661567,"gmtModify":1704794256513,"author":{"id":"3574855311502838","authorId":"3574855311502838","name":"Stephen_Ong","avatar":"https://static.tigerbbs.com/6007ebee17e54499c7c6f8d071e5d0fe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574855311502838","authorIdStr":"3574855311502838"},"htmlText":"Comment","listText":"Comment","text":"Comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/353929625","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3866278,"gmtCreate":1616543544811,"gmtModify":1680781472173,"authorId":3574855311502838,"author":{"id":3574855311502838,"idStr":"3574855311502838","authorId":3574855311502838,"name":"Stephen_Ong","avatar":"https://static.tigerbbs.com/6007ebee17e54499c7c6f8d071e5d0fe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353929625,"type":1,"supId":3857817,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":3857835,"gmtCreate":1616457127204,"gmtModify":1680781343002,"authorId":3558034199477068,"author":{"id":3558034199477068,"idStr":"3558034199477068","authorId":3558034199477068,"name":"Kingkong1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353929625,"type":1,"supId":0,"prevId":0,"content":"Like and comments","text":"Like and comments","html":"Like and comments"},{"id":3857817,"gmtCreate":1616457032327,"gmtModify":1680781342757,"authorId":3576743360399762,"author":{"id":3576743360399762,"idStr":"3576743360399762","authorId":3576743360399762,"name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353929625,"type":1,"supId":0,"prevId":0,"content":"Please response to my comment  Thanks  ","text":"Please response to my comment  Thanks  ","html":"Please response to my comment  Thanks  "},{"id":3857784,"gmtCreate":1616456845364,"gmtModify":1680781338387,"authorId":3553581166117333,"author":{"id":3553581166117333,"idStr":"3553581166117333","authorId":3553581166117333,"name":"Yazuu","avatar":"https://static.tigerbbs.com/4f61ee71b09ad3d01436c7dcc06b51f9","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.22","exceedPercentage":"80.59%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353929625,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"EN"},{"id":353961241,"gmtCreate":1616456153783,"gmtModify":1704794245643,"author":{"id":"3569468280944828","authorId":"3569468280944828","name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3569468280944828","authorIdStr":"3569468280944828"},"htmlText":"Awesome, keep going<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","listText":"Awesome, keep going<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>","text":"Awesome, keep going$AMD(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/353961241","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3926961,"gmtCreate":1617159466165,"gmtModify":1680782391808,"authorId":3569468280944828,"author":{"id":3569468280944828,"idStr":"3569468280944828","authorId":3569468280944828,"name":"ctanya","avatar":"https://static.tigerbbs.com/e1422b7be4dfbf8a517d6f3557e4f567","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353961241,"type":1,"supId":3857820,"prevId":0,"content":"<u>thanks</u>","text":"<u>thanks</u>","html":"<u>thanks</u>"},{"id":3857820,"gmtCreate":1616457041237,"gmtModify":1680781347042,"authorId":3576743360399762,"author":{"id":3576743360399762,"idStr":"3576743360399762","authorId":3576743360399762,"name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353961241,"type":1,"supId":0,"prevId":0,"content":"Please response to my comment  Thanks  ","text":"Please response to my comment  Thanks  ","html":"Please response to my comment  Thanks  "}],"langContent":"EN"},{"id":353961955,"gmtCreate":1616456112277,"gmtModify":1704794244996,"author":{"id":"3562658670536698","authorId":"3562658670536698","name":"Linkingdots","avatar":"https://static.tigerbbs.com/efc978f3602e0a0e36501c648f58ed8f","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3562658670536698","authorIdStr":"3562658670536698"},"htmlText":"Go team Red!&nbsp;","listText":"Go team Red!&nbsp;","text":"Go team Red!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353961955","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353961011,"gmtCreate":1616456105133,"gmtModify":1704794244652,"author":{"id":"3568101627669658","authorId":"3568101627669658","name":"noobieq0000","avatar":"https://static.tigerbbs.com/68678ecc87ea4fbbf52eaff2e75d698f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568101627669658","authorIdStr":"3568101627669658"},"htmlText":"YESSSS","listText":"YESSSS","text":"YESSSS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353961011","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":353986487,"gmtCreate":1616455490349,"gmtModify":1704794234605,"author":{"id":"3573788625955643","authorId":"3573788625955643","name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573788625955643","authorIdStr":"3573788625955643"},"htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/353986487","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3857683,"gmtCreate":1616456158001,"gmtModify":1680781337387,"authorId":3562658670536698,"author":{"id":3562658670536698,"idStr":"3562658670536698","authorId":3562658670536698,"name":"Linkingdots","avatar":"https://static.tigerbbs.com/efc978f3602e0a0e36501c648f58ed8f","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353986487,"type":1,"supId":3857648,"prevId":0,"content":"Team Red!","text":"Team Red!","html":"Team Red!"},{"id":3857670,"gmtCreate":1616456033121,"gmtModify":1680781337208,"authorId":3560280328484327,"author":{"id":3560280328484327,"idStr":"3560280328484327","authorId":3560280328484327,"name":"McGreedy","avatar":"https://static.tigerbbs.com/96af4bcc46326043bb64926e01f6724c","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.09","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353986487,"type":1,"supId":0,"prevId":0,"content":"give me a comment pls","text":"give me a comment pls","html":"give me a comment pls"},{"id":3857648,"gmtCreate":1616455743420,"gmtModify":1680781336642,"authorId":3559873043762670,"author":{"id":3559873043762670,"idStr":"3559873043762670","authorId":3559873043762670,"name":"Fonkytonks","avatar":"https://static.tigerbbs.com/4dfa5c5b6a3eb44de87d5ed63482f16c","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353986487,"type":1,"supId":0,"prevId":0,"content":"reply <u>plz</u>","text":"reply <u>plz</u>","html":"reply <u>plz</u>"},{"id":3857662,"gmtCreate":1616455989134,"gmtModify":1680781336477,"authorId":3569057428942326,"author":{"id":3569057428942326,"idStr":"3569057428942326","authorId":3569057428942326,"name":"cinbat","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353986487,"type":1,"supId":0,"prevId":0,"content":"reply to my comment thanks","text":"reply to my comment thanks","html":"reply to my comment thanks"}],"langContent":"EN"},{"id":353917107,"gmtCreate":1616454930709,"gmtModify":1704794225698,"author":{"id":"3574906731000207","authorId":"3574906731000207","name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574906731000207","authorIdStr":"3574906731000207"},"htmlText":"Hmmm... Appreciate your response and comments Thanks&nbsp;","listText":"Hmmm... Appreciate your response and comments Thanks&nbsp;","text":"Hmmm... Appreciate your response and comments Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://ttm.financial/post/353917107","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3858363,"gmtCreate":1616460122310,"gmtModify":1680781353615,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353917107,"type":1,"supId":3857822,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"},{"id":3858357,"gmtCreate":1616460082444,"gmtModify":1680781351770,"authorId":3574906731000207,"author":{"id":3574906731000207,"idStr":"3574906731000207","authorId":3574906731000207,"name":"SSVC","avatar":"https://static.tigerbbs.com/545a5ea462ff4ac7cc100bd3d8d97f72","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353917107,"type":1,"supId":3857664,"prevId":0,"content":"[强][握手]","text":"[强][握手]","html":"[强][握手]"},{"id":3857822,"gmtCreate":1616457050004,"gmtModify":1680781347100,"authorId":3576743360399762,"author":{"id":3576743360399762,"idStr":"3576743360399762","authorId":3576743360399762,"name":"PooYen","avatar":"https://static.tigerbbs.com/90f2bad6620330727869f3a5a51a046a","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353917107,"type":1,"supId":0,"prevId":0,"content":"Please response to my comment  Thanks  ","text":"Please response to my comment  Thanks  ","html":"Please response to my comment  Thanks  "},{"id":3857583,"gmtCreate":1616455381896,"gmtModify":1680781339917,"authorId":3561713422683896,"author":{"id":3561713422683896,"idStr":"3561713422683896","authorId":3561713422683896,"name":"MicroStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.24%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.23","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":353917107,"type":1,"supId":0,"prevId":0,"content":"<u>yeah</u>","text":"<u>yeah</u>","html":"<u>yeah</u>"},{"id":3857601,"gmtCreate":1616455473621,"gmtModify":1680781336311,"authorId":3573788625955643,"author":{"id":3573788625955643,"idStr":"3573788625955643","authorId":3573788625955643,"name":"Alvin1975","avatar":"https://static.tigerbbs.com/beba0668af2d109b87221754e75935b3","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.13","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":353917107,"type":1,"supId":0,"prevId":0,"content":"Like and comment pls","text":"Like and comment pls","html":"Like and comment pls"}],"langContent":"EN"},{"id":353917996,"gmtCreate":1616454917615,"gmtModify":1704794225536,"author":{"id":"3571305152732730","authorId":"3571305152732730","name":"Atwosome","avatar":"https://static.tigerbbs.com/2085a92415ef32924f70d916d490adce","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":7,"crmLevelSwitch":1,"idStr":"3571305152732730","authorIdStr":"3571305152732730"},"htmlText":", AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer — AMD has a good shot at significantly narrowing that gap.","listText":", AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer — AMD has a good shot at significantly narrowing that gap.","text":", AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer — AMD has a good shot at significantly narrowing that gap.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353917996","repostId":1198306750,"repostType":4,"repost":{"id":"1198306750","kind":"news","pubTimestamp":1616426788,"share":"https://ttm.financial/m/news/1198306750?lang=&edition=fundamental","pubTime":"2021-03-22 23:26","market":"us","language":"en","title":"AMD's Latest Chips Set the Stage for a Stellar Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1198306750","media":"Bloomberg","summary":"The chipmaker is extending its performance leadership over Intel across all categories.AMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit marg","content":"<p>The chipmaker&nbsp;is extending its performance leadership over Intel across all categories.</p>\n<p>It’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers&nbsp;such as Ford Motor Co.&nbsp;and Samsung Electronics Co.&nbsp;Geopolitical tensions&nbsp;and the specter of rising interest rates also loom. These are certainly pressing concerns —&nbsp;but what may get lost amid&nbsp;these immediate problems&nbsp;are&nbsp;clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro&nbsp;Devices Inc.</p>\n<p>AMD has&nbsp;already made big inroads&nbsp;into its primary rival Intel Corp.’s market lead in recent&nbsp;years, thanks to its top-performing “Zen” chip architecture. But last week’s&nbsp;release&nbsp;of its&nbsp;EPYC 7003 server processors may prove to be an even bigger&nbsp;game-changer. With third-party reviewers saying the new chips offer&nbsp;more than double&nbsp;the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.</p>\n<p><img src=\"https://static.tigerbbs.com/b020a9873f6b3c3d07d707fb90b72e3d\" tg-width=\"871\" tg-height=\"472\"></p>\n<p>It is&nbsp;not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming.&nbsp;Earlier this month, regional custom-PC seller&nbsp;Puget Systems revealed&nbsp;that more than half of the&nbsp;PCs&nbsp;it ships&nbsp;now use&nbsp;AMD processors,&nbsp;up from less than&nbsp;10% just a year&nbsp;ago and&nbsp;surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are&nbsp;another area where AMD’s position is strengthening. The company&nbsp;makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group,&nbsp;U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f2fbc3cefd749bb688bbb08d267876b\" tg-width=\"706\" tg-height=\"337\"><span>Source: Puget Systems</span></p>\n<p>What about AMD’s&nbsp;risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders&nbsp;prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year.&nbsp;In January,TSMC said&nbsp;its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further,&nbsp;AMD Chief Executive Officer&nbsp;Lisa Su said on the company’s most recent&nbsp;earnings call that the company has&nbsp;“good visibility” on the supply situation and expects improvement during the second half of 2021.</p>\n<p>Intel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology&nbsp;so it’s not&nbsp;expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled&nbsp;to give an update on the company’s&nbsp;business and engineering plans. No matter what his&nbsp;strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.</p>\n<p>In the meantime, AMD has an&nbsp;opportunity to take business away from Intel. Last year, AMD generated about $10&nbsp;billion in revenue —&nbsp;still a tiny fraction&nbsp;compared to Intel’s $78 billion. With far better products up and down its lineup —&nbsp;and competing for the exact same customer&nbsp;&nbsp;—&nbsp; AMD has a good shot at significantly narrowing&nbsp;that gap.</p>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AMD's Latest Chips Set the Stage for a Stellar Year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD's Latest Chips Set the Stage for a Stellar Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 23:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with ...</p>\n\n<a href=\"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.bloomberg.com/opinion/articles/2021-03-22/amd-s-stunning-chips-trounce-intel-and-turbocharge-growth-prospects?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198306750","content_text":"The chipmaker is extending its performance leadership over Intel across all categories.\nIt’s a worrisome time for semiconductor makers. Supply-chain headaches have rippled across the industry, with chip shortages causing disruptions at big customers such as Ford Motor Co. and Samsung Electronics Co. Geopolitical tensions and the specter of rising interest rates also loom. These are certainly pressing concerns — but what may get lost amid these immediate problems are clear signs of increasing business momentum at one of the industry’s biggest overachievers: Advanced Micro Devices Inc.\nAMD has already made big inroads into its primary rival Intel Corp.’s market lead in recent years, thanks to its top-performing “Zen” chip architecture. But last week’s release of its EPYC 7003 server processors may prove to be an even bigger game-changer. With third-party reviewers saying the new chips offer more than double the performance of Intel’s best, AMD’s share gains in the lucrative, high-profit margin server category are likely to accelerate this year, leading to a significant earnings boost above expectations.\n\nIt is not just servers, AMD’s other businesses are also booming, from traditional PCs to gaming. Earlier this month, regional custom-PC seller Puget Systems revealed that more than half of the PCs it ships now use AMD processors, up from less than 10% just a year ago and surpassing Intel. While Puget’s clients are primarily early adopters such as 3D computer animators and engineers, who need the fastest and most powerful hardware, it points to how quickly sales can shift once customers realize the performance disparities. Video games are another area where AMD’s position is strengthening. The company makes the main processor chips for the next-generation consoles from Microsoft Corp. and Sony Corp. that were released last fall. Demand for these devices has been insatiable, with new inventory still instantly selling out. According to research firm NPD Group, U.S. gaming console hardware sales soared 144% in January and 121% in February compared with those in the respective months a year earlier. The rest of 2021 should continue that trend, driving AMD’s chip sales.\nSource: Puget Systems\nWhat about AMD’s risks from potential chip shortages? The company may be better positioned than its peers. The important thing to remember is the strength of its long-term relationship with its main supplier, Taiwan Semiconductor Manufacturing Co. After Apple Inc., AMD may be TSMC’s most important client, so it is likely to get its orders prioritized. Further, there are clues TSMC has already incorporated a robust capacity allocation for AMD this year. In January,TSMC said its “high-performance computing” segment, where AMD’s business resides, will be a “major growth driver” for the foundry company. Further, AMD Chief Executive Officer Lisa Su said on the company’s most recent earnings call that the company has “good visibility” on the supply situation and expects improvement during the second half of 2021.\nIntel isn’t going to sit still of course. Analysts predict another server processor launch from the company soon, but it will still be based on an inferior chipmaking technology so it’s not expected to deliver large performance gains. On Tuesday, Intel’s new CEO Pat Gelsingeris scheduled to give an update on the company’s business and engineering plans. No matter what his strategy entails, it will take years to catch up to AMD-TSMC’s technology leadership.\nIn the meantime, AMD has an opportunity to take business away from Intel. Last year, AMD generated about $10 billion in revenue — still a tiny fraction compared to Intel’s $78 billion. With far better products up and down its lineup — and competing for the exact same customer  —  AMD has a good shot at significantly narrowing that gap.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":161,"commentSize":40,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}