$AMD(AMD)$  - Investing in the future 

1. PC Market Sustained by Enterprise Demand

One may argue that there us a foreseeable dent in the performance for semiconductor companies due to a softening demand in consumer markets. This is corroborated by the global drop in PC shipments in 2022 so far. However, the recent earnings by Microsoft have shown that enterprise demand remains resilient, whichwill help sustain the overall PC market demand. 

2. Accelerating Demand for Data Centre

The Covid-19 pandemic has accelerated digital transformation for most enterprises as they migrate to cloud hosting/services. With the burgeoning demand for cloud adoption, there will be robust growth in the data centre chips, which AMD has been committed to bolstering its presence for server processors. 

3. Boost from Xilinx Acquisition

Xilinx's chips are widely used in multiple industries, from data centres to 5G infrastructure and automotive. With the acquisition of Xilinx, ithas created an immense opportunity for AMD with the entry into a wide addressable market.One can expect Xilinx to give AMD a nice boost in its earnings. 

While there are macroeconomic headwinds and uncertainties globally, the long-term growth trajectory remains strong with its acquisition and commitment to innovation. Its strong fundamentals and growing presence in the chip market presents a great opportunity for long-terminvestment. 


@Venus_M @DiAngel @RDPD富爸穷爸 @MHh @pete13 @HelenJanet @SPOT_ON @Bonta @Boo2020 @koolgal @Big Cat @Bellabing @EKT @SR050321 @VivianChua @Wayneqq @wywy @WYCKOFFPRO @Jaydenkho @Furore @AliceSam @TinyTiger

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

Report

Comment

  • Top
  • Latest
  • Bellabing
    ·2022-08-02

    Good read~ sharing![Sly] 

    Reply
    Report
    Fold Replies
    • Kaixiang
      [Grin]
      2022-08-02
      Reply
      Report
  • HelenJanet
    ·2022-08-02
    Thanjs for sharing 👍[Happy]
    Reply
    Report
    Fold Replies
    • Kaixiang
      Always happy to share! [Grin]
      2022-08-02
      Reply
      Report
  • NewbieLeo
    ·2022-08-02
    thanks for sharing
    Reply
    Report
  • Mr Charles
    ·2022-08-02
    need more
    Reply
    Report
  • DonnaMay
    ·2022-08-04
    The macro economy may affect AMD's future performance.
    Reply
    Report
  • PandoraHaggai
    ·2022-08-04
    Consumer electronics isn't worth investing in right now.
    Reply
    Report
  • MortimerDodd
    ·2022-08-04
    This company is definitely worth owning.
    Reply
    Report
  • BellaFaraday
    ·2022-08-04
    I'm as bullish on AMD as you are.
    Reply
    Report
  • EvanHolt
    ·2022-08-04
    Xilinx will help AMD a lot.
    Reply
    Report
  • Tracy3688
    ·2022-08-03
    Thanks for sharing
    Reply
    Report
  • Fiona888
    ·2022-08-03
    yes
    Reply
    Report
    Fold Replies
    • Fiona888
      ok
      2022-08-03
      Reply
      Report
  • Addthewin
    ·2022-08-02

    jia you

    Reply
    Report
  • Hanybunny
    ·2022-08-02

    Ok

    Reply
    Report
  • Seward
    ·2022-08-02
    great
    Reply
    Report
  • Miguho
    ·2022-08-02
    Liked
    Reply
    Report
  • Juliusgreyy
    ·2022-08-02
    .
    Reply
    Report
  • Benedict_cyh
    ·2022-08-02
    V
    Reply
    Report
  • Juliusgreyy
    ·2022-08-02
    Nice
    Reply
    Report
  • Furore
    ·2022-08-02
    😊
    Reply
    Report
  • Wil17
    ·2022-08-02
    Oh
    Reply
    Report