AMD Tshuag: AMD Qhia Epyc 4 Server Chips

Cov kws tshuaj ntsuam xyuas Wall Street tau tawm tsam AMD's (AMD) thib plaub-tiam Epyc server processors, hais tias cov chips tshiab yuav pab nws nce kev lag luam hauv cov ntaub ntawv chaw. AMD Tshuag tau nce rau hnub Friday.

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Lub tuam txhab Santa Clara, Calif.-based tshaj tawm cov chips ntawm ib qho kev tshwm sim hnub Thursday. AMD tau hais tias nws cov neeg siv khoom siv tshiab muaj txog li 2.8 npaug ntawm kev ua haujlwm ntau dua thiab siv li 54% tsawg zog piv nrog kev sib tw.

Rosenblatt Securities analyst Hans Mosesmann hu ua Epyc 4, code-named Genoa, ib tug "dab" nyob rau hauv tsab ntawv ceeb toom hu ua "Lub chaw zov me nyuam yuav tsis zoo ib yam."

Tus txheej txheem tshiab ua rau AMD cov ntaub ntawv chaw ua thawj coj "ntawm txhua qhov kev ntsuas," Mosesmann tau hais. Cov kev ntsuas no suav nrog kev ua haujlwm, kev siv hluav taws xob thiab tag nrho cov nqi ntawm cov tswv cuab.

AMD Tshuag nce tom qab Chip Debut

Nyob rau Tshuag lag luam hnub no, AMD Tshuag tau nce 5.7% rau 72.37. Hnub Thursday, AMD cov khoom lag luam tau nce 14.3% siab dua thaum muaj kev lag luam dav dav.

Mosesmann tau hais tias "Peb pom AMD ua kom nws cov thawj coj hauv x86 cov ntaub ntawv chaw CPUs (chaw ua haujlwm nruab nrab) nrog Genoa," Mosesmann tau hais. "AMD ua cov ntaub ntawv uas Genoa tuaj yeem phim Intel Xeons tam sim no nrog 67% tsawg dua CPUs ntawm ntau dua 50% tsawg zog."

Meanwhile, Intel's (INTC) ob xyoos ncua Sapphire Rapids processors tam sim no xav tias yuav pib thaum ntxov 2023. Qhov ntawd Intel nti tau txhais tau tias yuav ua tsov rog nrog Epyc 3 processors, Mosesmann tau hais. Nws ntsuas AMD Tshuag li yuav thiab Intel Tshuag li muag.

AMD's New Chip Zoo Li Domino's Pizza

"Genoa yuav tsum tau hu ua 'Domino's,' vim tias nws xa tawm," Wedbush Securities kws tshuaj ntsuam Matt Bryson tau hais hauv tsab ntawv rau cov neeg siv khoom. Nws ntsuas AMD cov khoom lag luam ua tau zoo dua nrog 12 lub hlis tus nqi phiaj ntawm 100.

"Vim tias muaj kev tawm tsam uas Intel tau muaj nrog nws lub Sapphire Rapids platform, AMD sib cav tuaj yeem xa nws nrog lawv lub 4 tiam Epyc platform thiab tseem tuav txoj haujlwm muaj zog sib tw," Bryson hais. "Txawm li cas los xij, nws zoo li AMD tau xa cov kev hloov kho tseem ceeb hauv kev ua tau zoo thiab cov yam ntxwv vs. Milan (Epyc 3).

Daim ntawv cog lus chipmaker Taiwan Semiconductor Manufacturing (TSM) yuav ua rau plaub tiam Epyc server chips nrog 5-nanometer scale technology.

Txaus siab rau cov neeg siv khoom txhawb nqa

BMO Capital Markets tus kws tshuaj ntsuam Ambrish Srivastava tau hais tias cov kab ntawm cov neeg siv khoom ntawm AMD qhov kev tshwm sim nthuav tawm yog qhov zoo siab. Lawv suav nrog Cov tsiaj ntawv's (GOOGL) Google Huab, Dell Technologies (Dell), Hewlett Packard Enterprise (HPELenovo PHAB), Microsoft (MSFT) Azure, Oracle (ORCL) thiab Supermicro (SMCI).

"Zuag qhia tag nrho, peb muaj txiaj ntsig zoo ntawm AMD lub peev xwm los txuas ntxiv koom nrog hauv cov ntaub ntawv chaw lag luam," Srivastava tau hais hauv tsab ntawv.

AMD cov khoom lag luam nyob qib 14 ntawm 34 cov khoom lag luam hauv IBD's fabless chipmaker pawg kev lag luam, raws li IBD Stock Checkup. Nws muaj subpar IBD Composite Rating ntawm 46 ntawm 99.

IBD's Composite Rating ua ke tsib qhov kev ntaus nqi ua ib qho yooj yim-rau-siv kev ntaus nqi. Cov txiaj ntsig kev loj hlob zoo tshaj plaws muaj Kev Sau Tseg Tshaj ntawm 90 lossis zoo dua.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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