$AMD(AMD)$  - 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. 


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# Q2 Earning Season

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.

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  • Bellabing
    ·2022-08-02

    Good read~ sharing![Sly] 

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

    jia you

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  • Hanybunny
    ·2022-08-02

    Ok

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