AMD's Aggressive Chip Pricing yuav pab nws yeej Intel, hais tias Analyst

Ntawv loj

Advanced Micro Devices yuav tuav ntau qhov kev lag luam feem ntau yog tias Wedbush nyob rau ntawm cov nyiaj hais txog cov chip txiag qhov tseeb lineup ntawm processors.

AMD

(Tus zuam:

AMD

) tab tom ua rau nws cov tshiab Ryzen 7000 series chips muaj nyob rau ntawm cov khw muag khoom thaum Lub Cuaj Hli 27. Raws li cov qauv tshiab hu ua "Zen 4," cov chips yuav muab ob npaug ntawm tus lej nce txog 45% hauv kev ua tau zoo nyob ntawm daim ntawv thov, piv rau dab tsi nws tam sim no muab, lub tuam txhab hais.

AMD kuj tseem tab tom qhia txog motherboard platform hu ua AM5 rau Ryzen 7000 processors. AM5 yuav txhawb nqa ntau yam tshiab, suav nrog DDR5 thiab PCI Express 5.0. Cov thev naus laus zis ua kom lub cim xeeb nrawm dua thiab kev ua haujlwm khaws cia, feem.

Wedbush's Matt Bryson tau hais tias AMD tus nqi rau nws cov qauv Ryzen 7000, uas feem ntau ua raws li cov tiam dhau los thiab suav nrog $ 100 tus nqi txiav rau high-end 7950X nti, yog qhov txaus nyiam. Nws rov hais dua nws qhov kev ua tau zoo tshaj plaws thiab $ 125 tus nqi phiaj rau cov khoom lag luam chip.

Nws tau sau tias "Ntawm kom txo qis MSRP piv rau 5000 series tso tawm qhia tias AMD tsis tshem tus nqi los cuam tshuam qhov kev nce nqi ib puag ncig," nws sau. AMD yog "zoo dua tab tom nrhiav tsav [kev ua lag luam] sib koom tau txais txiaj ntsig."

Nyob rau hauv nruab nrab sawv ntxov hnub Tuesday, AMD shares tau nqis 2.9%, rau $ 85.89.

Bryson tau sau tseg tias AMD tus thawj sib tw,

Intel

(

INTC

), tau tshaj tawm cov kev npaj yuav nce nws cov nqi tom qab xyoo no vim yog kev nce nqi. AMD thiab Intel siv lub x86 nti architecture hauv kev ua cov txheej txheem uas ua raws li lub hauv paus ntawm lub hlwb rau PCs thiab servers.

Lub Yim Hli 2, AMD qhia Cov nyiaj tau los zoo dua li qhov xav tau, tab sis kwv yees cov nyiaj tau los tsawg dua li qhov xav tau rau lub Cuaj Hlis lub quarter, hais txog qhov kev xav tau ntawm PC softening.

Bryson pom chav rau AMD kom kov yeej ib puag ncig kev lag luam nyuaj nrog nws txoj haujlwm muaj zog sib tw hauv kev lag luam lag luam.

"Peb yeej pom lub sijhawm loj dua li nyob hauv qhov chaw server, qhov chaw uas peb ntseeg tias AMD's Genoa yuav txuas ntxiv txaus siab rau qhov ua tau zoo ntawm kev ua tau zoo nrog Intel," nws sau.

AMD cov khoom lag luam poob qis 39% xyoo no, piv nrog 30% poob rau

iShares Semiconductor ETF

(ticker: SOXX), uas taug qab kev ua haujlwm ntawm ICE Semiconductor Index.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]