Advanced Micro Devices yog qhov zoo tshaj plaws thawj koom ruam ntawm peb lub tuam txhab loj hauv Teb Chaws Asmeskas cov tuam txhab chips, raws li
"Peb cia siab tias AMD lub sijhawm tam sim no nyob rau hauv cov ntaub ntawv chaw, kev lag luam thiab nrog qib-1 PC OEMs [PC manufacturers] mus txuas ntxiv raws li lub tuam txhab tseem nyob ntawm qhov nrawm nrawm ntawm kev nthuav qhia cov khoom tshiab," Roy sau rau hnub Wednesday.
Lub lim tiam dhau los, AMD unveiled Cov ntsiab lus kawg rau nws cov tiam tom ntej Ryzen 7000 series chips uas tau teeb tsa rau lub Cuaj Hlis 27. Raws li cov qauv tshiab hu ua "Zen 4," cov chips yuav muab ob npaug ntawm tus lej nce mus txog 45% hauv kev ua haujlwm - nyob ntawm ntawm daim ntawv thov - piv rau qhov nws tam sim no muab, lub tuam txhab tau hais.
Roy kuj tau sau tseg tias AMD qhov kev ntsuas - tsawg dua 20 npaug ntawm 12 lub hlis tom ntej cov nyiaj tau los ntawm ib feem - yog qhov txaus nyiam nyob rau sab nraum qab ntawm nws txoj kev loj hlob.
Nws tau sau tias "Txawm hais tias qhov kev xav tau nyob ze rau lub sijhawm, peb cia siab tias yuav tau txais txiaj ntsig los txhawb kev loj hlob zoo dua li kev ua lag luam, thiab peb cia siab tias tag nrho thiab kev lag luam nthuav dav ntxiv mus, uas thaum kawg, yuav tsum tau tsav ntau yam kev nthuav dav," nws sau.
Roy tsis tshua muaj kev cia siab txog
Nvidia
(
NVDA
) thiab
Intel
(
INTC
). Nws pib nws qhov kev ntaus nqi rau cov tuam txhab semiconductor nrog kev ntsuas tuav.
Ntawm Nvidia, tus kws tshuaj ntsuam muaj $ 165 lub hom phiaj tus nqi. Nws hais tias kev ntxhov siab rau lub tuam txhab kev lag luam kev ua si yuav khaws lub hau ntawm nws cov nqi khoom lag luam.
"Peb muaj kev txhawb siab rau lub tuam txhab lub sijhawm ntev dua thoob plaws nws lub hom phiaj kawg ntawm kev ua lag luam, tab sis qhov tsis pom kev mus rau lub sijhawm thiab qhov loj ntawm cov nyiaj tau los rov ua kom nrawm dua, tshwj xeeb tshaj yog cuam tshuam rau NVDA's Gaming ntu, yuav txwv tsis pub cov nqi nce ntxiv," nws sau.
Rau Intel, Roy muaj $ 32 lub hom phiaj tus nqi, hais txog qhov tsis paub tseeb ntawm nws cov khoom xa khoom.
Nws tau sau tias "Raws li INTC pib nws txoj kev hloov pauv ntau xyoo, peb saib kev tswj hwm lub sijhawm thiab cov phiaj xwm thev naus laus zis raws li kev xav tau, thiab peb cia siab tias kev sib tw yuav nce ntxiv," nws sau.
Hnub Thursday, AMD shares tau nce 2.7%, rau $ 81.75; Nvidia Tshuag tau nce 0.3%, rau $ 137.50, thiab Intel Tshuag tau nqis 0.5%, rau $ 30.50.
Sau ntawv rau Tae Kim ntawm [email tiv thaiv]
AMD yog Chip Tshuag los yuav tshaj Nvidia thiab Intel, Hais Analyst. Nov yog Vim li cas.
Ntawv loj
Tau qhov twg los: https://www.barrons.com/articles/amd-nvidia-intel-stocks-51662652173?siteid=yhoof2&yptr=yahoo