Lub lim tiam dhau los, Advanced Micro Li (AMD) officially launched nws 4th tiam EPYC Genoa neeg rau zaub mov processors thiab cov lus tawm tswv yim thaum ntxov los ntawm kev ua lag luam zoo li pheej hmoo heev.
Baird tus kws tshuaj ntsuam Tristan Gerra tau saib xyuas qhov kev tshwm sim thawj zaug. "Kev txheeb xyuas cov saw hlau tseem ceeb tau txais txiaj ntsig zoo ntawm Genoa (5nm Zen 4) ntawm cov ntaub ntawv chaw OEMs, uas tau hloov pauv cov peev txheej tseem ceeb hauv kev txhawb nqa ntawm AMD tau pab los ntawm VMWare kev tsiv teb tsaws platform kev koom tes," 5-hnub qub kws tshuaj ntsuam buoyantly hais.
Raws li Gerra, Genoa qhov kev txhim kho tseem ceeb heev yuav tsum ua rau "kev nrawm" ntawm AMD qhov kev lag luam sib koom tau nce xyoo tom ntej, nrog rau cov nqi siab dua thiab "siab dua cov nyiaj tau los tag nrho." Qhov no yuav tsum tau sib sau ua ke AMD's EPYC kev ua tau zoo nyob rau xyoo tom ntej ua ntej Intel tuaj yeem kaw qhov sib txawv, txawm tias nws cov phiaj xwm Intel 3 raug ua tiav raws sijhawm.
"Qhov tseem ceeb," tus kws tshuaj ntsuam tau hais ntxiv, "AMD tab tom txhim kho nws txoj haujlwm nrog kev qhia meej meej, kev ua tau zoo thiab kev xa tawm cov khoom pov thawj rau OEMs rau ob peb xyoos tom ntej no, sawv cev rau cov khoom tseem ceeb rau kev ua lag luam tau txais txiaj ntsig, tawm tsam Intel qhov kev ncua ob xyoos ntawm kev ua haujlwm tsis zoo uas tuaj yeem ua rau Sapphire Rapids cov khoom lag luam tsis zoo txawm tias nws nce xyoo 2023. "
Kuj tseem muaj kev tshaj tawm yav tom ntej uas tuaj yeem pom AMD coj kev lag luam los ntawm lwm tus neeg sib tw. Lub tuam txhab yuav tshaj tawm nws RDNA 3 (RX 7900 XTX, RX 7900 XT) chiplet-based GPUs thaum Lub Kaum Ob Hlis 13, thiab cov nqi txuag thiab "cov ntsiab lus sib tw" tau qhib los ntawm chiplet architecture tawm tsam Nvidia's RTX40 series tuaj yeem pom AMD nce kev sib koom. Qhov no yog qhov tshwj xeeb tshaj yog thaum xav txog tam sim no "tus nqi rhiab neeg xav tau ib puag ncig."
Nyob rau lwm qhov, Gerra cov khoom siv saw hlau kuaj xyuas qhia tau hais tias nrog kev txwv tsis tu ncua thiab "muaj zog, siab dua - lub caij nyoog xav tau nrog kev pom kev nthuav dav los ntawm 1H23," Xilinx cov khoom ' kuj tseem ua rau muaj kev txaus siab ntau.
Qhov kev sib tw ntawm kev txhim kho zoo yog txaus rau Gerra hloov tack rau txhua yam AMD. Tus kws tshuaj ntsuam hloov kho nws qhov kev ntsuam xyuas los ntawm Nruab Nrab mus rau Outperform (ie, Yuav), thaum txhawb nqa tus nqi phiaj ntawm AMD rau $ 100 (los ntawm $ 65). Xws li, Gerra tam sim no pom cov khoom xa rov qab ntawm 31% hauv xyoo tom ntej. (Saib xyuas Gerra cov ntaub ntawv taug qab, nias ntawm no)
Feem ntau cov kws tshuaj ntsuam pom zoo txawm hais tias tsis yog txhua tus tau npaj txhij los ua kom muaj kev sib tw; AMD thov ib qho Kev Pom Zoo Kev Pom Zoo, raws li 20 Buys vs. 7 Holds. Ntawm $ 83.14, qhov nruab nrab, cov kws tshuaj ntsuam kwv yees 12-hli upside ntawm ~ 9%. (Saib AMD Tshuag kwv yees ntawm TipRanks)
Txhawm rau nrhiav cov tswv yim zoo rau cov lag luam muag khoom ntawm tus nqi zoo saib, mus saib TipRanks ' Khuv Xim Zoo Dua Yuav, lub tswv yim tshiab nyuam qhuav sib sau ua ke txhua qhov ntawm TipRanks 'kev pom ncaj ncees.
Kev tsis lees paub: Cov lus pom hauv tsab xov xwm no tsuas yog cov ntawm tus kws tshuaj xyuas tshwj xeeb. Cov ntsiab lus tsuas yog tsim los siv rau kev qhia xov xwm nkaus xwb. Nws yog ib qho tseem ceeb heev uas yuav tau ua koj tus kheej kev soj ntsuam ua ntej ua kev nqis peev.
Tau qhov twg los: https://finance.yahoo.com/news/amd-time-release-bulls-says-010520600.html