Kudin shiga na shekara-shekara na AMD zai iya wuce dala biliyan 10 nan da 2023

Binciken kwanan nan na Form 13F ya bayyana don ganewa, cewa a cikin kwata na uku masu zuba jari na hukumomi sun nuna karuwar sha'awar "tsayin matsayi" a cikin hannun jari na AMD. Wannan yana nuna cewa ƙwararrun masu saka hannun jari suna da kwarin gwiwa kan ikon kamfani na haɓaka kudaden shiga da riba dangane da matakan yanzu.

Wasu ƙwararrun sun ci gaba har ma, kuma a kan shafukan albarkatun Alpha nema ya bayyana yanayin hasashe wanda AMD ya sami damar haɓaka kudaden shiga na shekara zuwa sama da dala biliyan 10.

A karshen wannan shekara, AMD tana shirin samun kusan dala biliyan 6,7. Kusan kashi uku na wannan adadin zai zo a cikin kwata na hudu, kuma babban mai samar da kudaden shiga na kwata-kwata shine haɓaka tallace-tallace na masu amfani da na'urori masu sarrafa sabar. Don haɓaka kudaden shiga a cikin shekaru masu zuwa, AMD dole ne ya ƙarfafa matsayinsa a cikin manyan kasuwanni, yana fitar da masu fafatawa kamar Intel da NVIDIA.

A cewar masana daga Rosenblatt Securities, kamfanin zai mamaye akalla 25% na tebur da kasuwar uwar garke don haɓaka kudaden shiga na shekara-shekara zuwa dala biliyan 15. A cikin sashin uwar garken, cimma wannan burin ba ze zama mai ban mamaki ba, amma a cikin sashin mabukaci ya ma fi haƙiƙa. A cikin sashin sarrafa tebur, AMD ta riga tana sarrafa 18% na kasuwa; a cikin sashin kwamfutar tafi-da-gidanka, rabon sa bai wuce 15%. Yawancin manazarta masana'antu sun yarda cewa AMD za ta sami kudaden shiga na shekara-shekara na sama da dala biliyan 10 a karon farko a ƙarshen 2023.

Ƙididdigar ƙididdiga sun nuna cewa rabon kuɗi-zuwa-hanyar shiga ya kasance ƙayyadaddun abu a fadada kasuwancin AMD. Hukumar gudanarwar kamfanin tana da sha'awar tabbatar da cewa rabon kudaden bai wuce kashi 30% na kudaden shiga ba. Kusan magana, kamfanin yanzu yana iya kashe sama da dala biliyan 2 a shekara.

Amma idan kudaden shiga ya kai dala biliyan 15, to AMD za ta ma ba da damar kanta ta dan rage kason kudaden aiki, zuwa kusan kashi 25% na kudaden shiga. A sa'i daya kuma, za ta yi kasafin kudi kusan dala biliyan 3,75, wanda ya zarta yadda ake kashe kudi a halin yanzu.

Hakanan AMD yana da sha'awar haɓaka ribar riba - a halin yanzu wannan adadi yana kusa da 40%, amma a cikin yanayi mai kyau ana iya haɓaka shi zuwa 55%, in ji manazarta. Don haka, ta hanyar samun iko da kwata na masu amfani da kasuwannin uwar garke, AMD za ta sami ƙarin dama don haɓakawa.

source: 3dnews.ru