Bellabing
2022-08-02

Good read~ sharing![Sly] 

@Kaixiang：
$AMD(AMD)$ - 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
$AMD(AMD)$ - 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

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