Piper Sandler tau txo qis qhov kev lag luam semiconductor loj rau hnub Thursday

Advanced Micro Devices Inc (NASDAQ: AMD) swb ntau dua 3.0% los ntawm nws qhov siab tshaj plaws nyob rau hnub Thursday tom qab Piper Sandler txo qis cov khoom lag luam mus rau "tsis suav" hais txog ntau lub taub hau hauv 2022.

Kumar tiv thaiv nws txoj kev hu xov tooj rau CNBC's 'TechCheck'

Ntawm CNBC's "TechCheck", Piper Sandler's Harsh Kumar tau pom zoo tias sab kev lag luam ntawm AMD tus kheej lub khoos phis tawj kev lag luam tseem muaj zog, tab sis sab khw muag khoom, nws ntxiv, zoo li ntshai.

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

Feem ntau ntawm AMD cov nyiaj tau los los ntawm cov khw muag khoom PCs, thiab qhov ntawd yog qhov peb txhawj xeeb txog. Qhov tseeb yog, ntau tus neeg tau hloov kho lawv lub laptops hauv tsev thaum muaj kev sib kis. Tab sis peb pom qee tus lej hauv lub quarter thib plaub uas PC muag poob, thiab qhov ntawd tuaj yeem yog ib qho teeb meem rau AMD.

Kumar kuj tau txiav nws tus nqi lub hom phiaj ntawm cov khoom lag luam semiconductor los ntawm $ 140 txog $ 130, tsuas yog 2.0% siab dua nws cov nqi tam sim no. Mad Money tus tswv tsev Jim Cramer, txawm li cas los xij, tsis pom zoo nrog nws qhov kev pom zoo ntawm AMD.

Lwm yam laj thawj vim li cas Kumar tsis nyiam AMD

Thaum Lub Kaum Hli, AMD tau hais tias nws yuav yuav Xilinx rau $ 35 nphom - qhov kev yuav khoom uas Kumar hais tias tuaj yeem yog lwm qhov nyuaj rau cov chipmaker xyoo no. Nws ntxiv:

AMD cia siab tias yuav loj hlob 60% hauv 2021. Tus lej ntawd zoo li yuav yog 24% hauv 2022. Xilinx loj hlob li ntawm 10% saum kab. Yog li, thaum qhov kev yuav khoom tau kaw, koj yuav pom cov tuam txhab ua ke qeeb qeeb AMD qhov kev loj hlob me ntsis.

Cov neeg Asmeskas ntau haiv neeg tam sim no ua lag luam ntawm tus nqi-rau-cov nyiaj tau los piv ntawm 40, uas, raws li Kumar, tuaj yeem kim rau cov tub ua lag luam nyob rau lub sijhawm thaum lawv tig tawm ntawm cov npe muaj txiaj ntsig zoo ntawm kev ntshai ntawm kev nce nqi thiab kev nce nqi nce siab.  

Ib hnub dhau los, Citi's Chris Danley tau hais tias Micron Technology Inc yog nws qhov kev xaiv zoo tshaj plaws rau xyoo 2022.