Wells Fargo Securities ya ce mai yuwuwa hannun jari na Intel zai ragu bayan samun kusan kashi 20 cikin ɗari a farkon wannan shekara a bayan murmurewa a kasuwar semiconductor. Manazarta Wells Fargo Aaron Reikers ya rage darajarsa akan hannun jarin Intel daga 'Outperform' zuwa 'Kasuwa Perform', yana mai nuni da kima da kima na hajojin kamfanin da karuwar gasa daga Advanced Micro Devices (AMD). "Mun yi imanin cewa hannun jari na Intel yanzu yana cikin layi tare da ƙarin daidaiton haɗarin lada," kamar yadda ya rubuta a ranar Juma'a. "Ra'ayin masu zuba jari ya zama mafi ƙasƙanci a kan baya na tasiri mai kyau da girma a cikin hannun jari na AMD." Bayan da aka sanar da binciken mai sharhi a ranar Juma'a, hannun jarin Intel ya fadi da kashi 1,5% zuwa $55,10.
A ƙarshen shekarar da ta gabata, AMD ta ƙaddamar da guntu uwar garken 7nm na gaba mai suna Rome, wanda za a sake shi a tsakiyar 2019. A lokaci guda kuma, guntuwar Intel na farko bisa fasahar 10nm ba za su yi jigilar kaya ba har sai lokacin hutu na 2019 (watau Nuwamba-Disamba). Idan aka yi la'akari da cewa ingantattun hanyoyin masana'antu koyaushe suna ƙyale kamfanonin semiconductor su ƙirƙira kwakwalwan kwamfuta cikin sauri da ingantaccen kuzari, mutum zai iya fahimtar damuwar masu sharhi game da koma bayan Intel na yanzu a bayan mai fafatawa a wannan yanki.
Reikers ya annabta cewa rabon guntu na AMD a cikin kasuwar uwar garken zai girma zuwa 20% ko fiye a cikin dogon lokaci daga 5% a bara. "Muna tsammanin zai kasance da kwanciyar hankali ga AMD's 7nm Rome don yin fafatawa da Intel mai zuwa 14nm Cascade Lake-AP da kuma 10nm Ice Lake," ya rubuta. Dangane da FactSet, ƙimar AMD na yanzu don Reikers shine "Mafi kyawun gani," sama da na Intel bayan raguwa.
Idan aka yi la’akari da ƙarfin kasuwar gabaɗaya, Reikers ya ɗaga farashin da ya ke so na hannun jarin Intel zuwa dala 60 daga dala 55, wanda hakan zai sa hannun jarin kamfanin ya tashi da kashi 9%.
source: 3dnews.ru