AMD: Chance or Loss?
Can you imagine how big the AI market for AMD?
It's a brand new market. Industry needs AMD for a healthy supply, competition and prices!
With its superior CPU and open source platform, AMD will be a big player and winner.
Another 5x in pps ($500?) probably in next 3 to 5 years?
$Taiwan Semiconductor Manufacturing(TSM)$ reported Q3 results. Although revenue and EPS declined yoy but it seemed to have stabilized.
$ASML Holding NV(ASML)$ has negative forecast.
$NVIDIA Corp(NVDA)$ down played China effect and partnered with Honghai (Foxconn parent company or Apple's biggest supplyer).
$Advanced Micro Devices(AMD)$ emphasized the future growth of AI.
I personally like AMD's recent purchases of AI SW companies.
A big step in the right direction!
Lastly, I want to talk about the impact of policies. Just 1 year of the high AI growth rate of 35% for the next decade will be enough to offset the entire China market loss if it happens!
For AMD, the key is still whether its new AI products will have success after this Q's launching?
The AI market is new to AMD and its TAM is huge for AMD if it has success!
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- LEESIMON·2023-10-20[Love]GoodLikeReport