Since AMD introduced the Ryzen processors in 2017, the company has been fighting again with Intel for the performance crown and market share in the CPU business. However, the investment company Susquehanna now expects AMD to stop gaining any further market shares in the near future.
Intel has caught up
According to the company’s analyst Christopher Rolland, AMD’s market share growth has been halted by Intel’s current product roadmap. This should mean the newer CPU generations Alder Lake and Raptor Lake, with which the company has caught up with AMD again. The situation was different until 2021, when Intel still had to compete with the Skylake architecture and 14 nm manufacturing.
In parallel with the improved competitive situation for Intel, the overall market for the company is said to have relaxed in the meantime, since the slump in demand has normalized again after the end of the pandemic. All in all, it is obviously expected that the company will do better again in the future. With regard to the share price, which is important for the Susquehanna investment company, this should also be urgently needed, because Intel shares have lost around a third of their value over the course of the year.
“Regarding Intel (INTC), Rolland said that AMD (AMD) no longer appears to be gaining share in the PC space, that the Pat Gelsinger-led company has presented and executed a better product roadmap and that the slack in the PC Range ‘expired’ due to boom in home working during the pandemic and subsequent inventory correction.
All is not well for Intel (INTC) as the company’s data center business is seen as a “near-term risk,” citing controls in Asia. But the PC business seems to have started to stabilize, which should help the company going forward, Rolland said.”
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Overall, the situation for Intel has improved according to the analysis, but there are problems there too. The server market is mentioned as a specific risk. The background here is at least partly the current Intel generation Sapphire Rapids: The company has finally released it, but before that there were several shifts that influenced the entire roadmap. AMD, on the other hand, released the Epyc processors based on Zen 4 last year and was therefore on schedule.
Quelle: Seeking Alpha via Wccftech
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