Advanced Micro Devices Inc. tau txais los qhia Phab Ntsa Street yog tias nws "tseem ceeb" xaus rau xyoo 2022 hauv qhov chaw zoo dua, tom qab tus nqi tshem tawm cov khoom lag luam tau pab lub plab los ntawm kev sib tw Intel Corp.
AMD Tus Thawj Coj Lisa Su tau hais peb lub hlis dhau los hais tias lub tuam txhab qhov kev xav, uas poob qis dua Wall Street kwv yees thaum lub sijhawm, suav nrog tus nqi ntawm kev tshem tawm cov khoom muag, thiab lub tuam txhab yuav "tseem tawm ntawm lub xyoo rau hauv qhov chaw zoo dua." Su kuj tau hais tias cov chaw muag khoom hauv cov ntaub ntawv tau "cia siab tias yuav loj hlob."
Kev tsis ntseeg txog cov ntaub ntawv-qhov xav tau thiab tus nqi ntawm cov khoom muag ntau tau loj hlob txawm tias, tom qab Intel
INTC,
-6.41%
tshaj tawm cov nyiaj tau los uas pom tias cov khoom lag luam tshem tawm tau ua rau tag nrho cov nyiaj tau los raws li tus tsim CPU tau ntsib qhov phem tshaj PC khoom xa tuaj poob rau hauv keeb kwm kaw. Tsis tas li ntawd, Intel tau hais tias nws xav tias tag nrho cov ntaub ntawv chaw lag luam yuav poob ntawm "tus nqi nrawm dua."
Nyeem: 'Nws tsis yog qhov nyiaj tau los tso tawm, nws yog qhov ua txhaum cai': Cov kws tshuaj ntsuam xyuas, thiab kev tshaj xov xwm, cuam tshuam rau Intel lub quarter phem
Bernstein tus kws tshuaj ntsuam Stacy Rasgon, uas tau txo qis AMD rau kev ua lag luam los ntawm kev ua tau zoo tsis ntev los no, hais tias AMD tsis muaj "tsis muaj qhov cuam tshuam rau kev ua yuam kev" hauv nws daim ntawv tshaj tawm, thiab qhov no yog ua ntej nws pom Intel qhov kev xav tsis zoo "zoo li tsis txaus ntseeg" tsis tau yeej qhov kev cia siab tsis tshua muaj "nrog cov nyiaj tau los thiab. Tag nrho cov paj laum sib tsoo nrog ib puag ncig tsis muaj zog ntxiv thiab cov khoom lag luam loj heev. "
Rasgon tau hais tias PC kev lag luam tau poob qis heev, mus rau qhov chaw uas nws "kev ntseeg tias AMD yuav ua pov thawj muaj kev tiv thaiv ntau dua rau cov channel degradation ua pov thawj tias hmoov tsis raug."
Thiab nrog jammed channels, Lwm tus kws tshuaj ntsuam kev kwv yees los ntawm ze li ntawm ob xyoos dhau los zoo li yuav los ua kom muaj txiaj ntsig: Intel tab tom hloov mus rau kev ua tsov rog nqi, los yog dab tsi Rasgon hu ua "Intel's semi-destructive cwj pwm li lig raws li lawv siv ob qho tib si nqi thiab muaj peev xwm ua ib tug tswv yim riam phom."
"Nyob rau hauv cov lus teb, peb tau pom AMD cov neeg siv khoom tshiab muaj nyob rau ntawm cov luv nqi hnyav ntawm cov khw muag khoom tsawg dua 2 lub hlis tom qab tso tawm (ntau dua, thiab ntau dua sai dua li cov tiam dhau los), "Rasgon tau hais.
Tswvyim: Intel nyuam qhuav muaj nws lub xyoo phem tshaj txij li lub dot-com tsoo, thiab nws yuav tsis zoo dua sai sai
AMD, Intel, thiab Nvidia Corp.
NVDA,
+ 2.84%
tau tag nrho cov qauv tshiab ntawm gaming phaib rau hauv lub hnub so channel ntawm ib lub sij hawm thaum PC kev xa khoom tau poob qis ntawm lawv cov nqi sau cia siab tshaj plaws thiab nthwv dej ntawm Secondhand graphics-processing units, los yog GPUs, ntaus lub lag luam raws li unprofitable cryptocurrency-mining lag luam folded.
"AMD Tshuag yuav tsum ua kom pom tseeb dua thiab kev ntshai ntawm PC muaj siab txawm tias muaj kev cia siab tau nce hauv server," Mizuho tus kws tshuaj ntsuam xyuas Jordan Klein tau hais hauv email. "Kuv qhov kev xav yog buyside xav kom AMD los coj tej zaum kev loj hlob ncaj qha rau '23 vs cons 5% vim PC flush, ces pib maj mam yuav cov lus qhia tsis muaj zog."
Qhov no yuav yog thawj daim ntawv tshaj tawm rau AMD txij li nws tshaj tawm kev ntiav Jean Hu los ntawm Marvell Technology Inc.
MRVL,
-0.32%
raws li nws tus thawj tswj hwm nyiaj txiag tshiab. Hu tau pib ntawm AMD thaum Lub Ib Hlis 23, ua tiav cov so haujlwm Devinder Kumar.
Nyeem: AMD tab tom ua keeb kwm rau cov poj niam Asian thawj coj
AMD cov nyiaj tau los ntsib qhov kev tshuaj xyuas ntau dua tom qab 'tsis txaus ntseeg' Intel qhov kev xav
Advanced Micro Devices Inc. tau txais los qhia Phab Ntsa Street yog tias nws "tseem ceeb" xaus rau xyoo 2022 hauv qhov chaw zoo dua, tom qab tus nqi tshem tawm cov khoom lag luam tau pab lub plab los ntawm kev sib tw Intel Corp.
AMD
+ 0.32%
AMD,
tau teem sijhawm los tshaj tawm cov nyiaj tau los tom qab kaw kev lag luam rau hnub Tuesday.
AMD Tus Thawj Coj Lisa Su tau hais peb lub hlis dhau los hais tias lub tuam txhab qhov kev xav, uas poob qis dua Wall Street kwv yees thaum lub sijhawm, suav nrog tus nqi ntawm kev tshem tawm cov khoom muag, thiab lub tuam txhab yuav "tseem tawm ntawm lub xyoo rau hauv qhov chaw zoo dua." Su kuj tau hais tias cov chaw muag khoom hauv cov ntaub ntawv tau "cia siab tias yuav loj hlob."
Kev tsis ntseeg txog cov ntaub ntawv-qhov xav tau thiab tus nqi ntawm cov khoom muag ntau tau loj hlob txawm tias, tom qab Intel
-6.41%
INTC,
tshaj tawm cov nyiaj tau los uas pom tias cov khoom lag luam tshem tawm tau ua rau tag nrho cov nyiaj tau los raws li tus tsim CPU tau ntsib qhov phem tshaj PC khoom xa tuaj poob rau hauv keeb kwm kaw. Tsis tas li ntawd, Intel tau hais tias nws xav tias tag nrho cov ntaub ntawv chaw lag luam yuav poob ntawm "tus nqi nrawm dua."
Nyeem: 'Nws tsis yog qhov nyiaj tau los tso tawm, nws yog qhov ua txhaum cai': Cov kws tshuaj ntsuam xyuas, thiab kev tshaj xov xwm, cuam tshuam rau Intel lub quarter phem
Bernstein tus kws tshuaj ntsuam Stacy Rasgon, uas tau txo qis AMD rau kev ua lag luam los ntawm kev ua tau zoo tsis ntev los no, hais tias AMD tsis muaj "tsis muaj qhov cuam tshuam rau kev ua yuam kev" hauv nws daim ntawv tshaj tawm, thiab qhov no yog ua ntej nws pom Intel qhov kev xav tsis zoo "zoo li tsis txaus ntseeg" tsis tau yeej qhov kev cia siab tsis tshua muaj "nrog cov nyiaj tau los thiab. Tag nrho cov paj laum sib tsoo nrog ib puag ncig tsis muaj zog ntxiv thiab cov khoom lag luam loj heev. "
Rasgon tau hais tias PC kev lag luam tau poob qis heev, mus rau qhov chaw uas nws "kev ntseeg tias AMD yuav ua pov thawj muaj kev tiv thaiv ntau dua rau cov channel degradation ua pov thawj tias hmoov tsis raug."
Thiab nrog jammed channels, Lwm tus kws tshuaj ntsuam kev kwv yees los ntawm ze li ntawm ob xyoos dhau los zoo li yuav los ua kom muaj txiaj ntsig: Intel tab tom hloov mus rau kev ua tsov rog nqi, los yog dab tsi Rasgon hu ua "Intel's semi-destructive cwj pwm li lig raws li lawv siv ob qho tib si nqi thiab muaj peev xwm ua ib tug tswv yim riam phom."
"Nyob rau hauv cov lus teb, peb tau pom AMD cov neeg siv khoom tshiab muaj nyob rau ntawm cov luv nqi hnyav ntawm cov khw muag khoom tsawg dua 2 lub hlis tom qab tso tawm (ntau dua, thiab ntau dua sai dua li cov tiam dhau los), "Rasgon tau hais.
Tswvyim: Intel nyuam qhuav muaj nws lub xyoo phem tshaj txij li lub dot-com tsoo, thiab nws yuav tsis zoo dua sai sai
AMD, Intel, thiab Nvidia Corp.
+ 2.84%
NVDA,
tau tag nrho cov qauv tshiab ntawm gaming phaib rau hauv lub hnub so channel ntawm ib lub sij hawm thaum PC kev xa khoom tau poob qis ntawm lawv cov nqi sau cia siab tshaj plaws thiab nthwv dej ntawm Secondhand graphics-processing units, los yog GPUs, ntaus lub lag luam raws li unprofitable cryptocurrency-mining lag luam folded.
"AMD Tshuag yuav tsum ua kom pom tseeb dua thiab kev ntshai ntawm PC muaj siab txawm tias muaj kev cia siab tau nce hauv server," Mizuho tus kws tshuaj ntsuam xyuas Jordan Klein tau hais hauv email. "Kuv qhov kev xav yog buyside xav kom AMD los coj tej zaum kev loj hlob ncaj qha rau '23 vs cons 5% vim PC flush, ces pib maj mam yuav cov lus qhia tsis muaj zog."
Qhov no yuav yog thawj daim ntawv tshaj tawm rau AMD txij li nws tshaj tawm kev ntiav Jean Hu los ntawm Marvell Technology Inc.
-0.32%
MRVL,
raws li nws tus thawj tswj hwm nyiaj txiag tshiab. Hu tau pib ntawm AMD thaum Lub Ib Hlis 23, ua tiav cov so haujlwm Devinder Kumar.
Nyeem: AMD tab tom ua keeb kwm rau cov poj niam Asian thawj coj
Tau qhov twg los: https://www.marketwatch.com/story/amd-earnings-face-even-more-scrutiny-after-astonishingly-bad-intel-outlook-11674860408?siteid=yhoof2&yptr=yahoo