Ua ʻōlelo ʻo Wells Fargo Securities e lohi paha ka waiwai o Intel ma hope o ka loaʻa ʻana o 20 pakeneka ma mua o kēia makahiki ma hope o ka hoʻihoʻi ʻana i ka mākeke semiconductor. Ua hoʻohaʻahaʻa ka mea loiloi ʻo Wells Fargo ʻo Aaron Reikers i kāna helu ma Intel stock mai 'Outperform' a i 'Market Perform', e hōʻike ana i ka overvaluation o ka waiwai o ka hui a me ka hoʻokūkū ulu ʻana mai Advanced Micro Devices (AMD). "Ke manaʻoʻiʻo nei mākou e pili ana ka waiwai Intel i kēia manawa me ka ʻoi aku ka palekana o ka uku," i kākau ai ʻo ia ma ka Pōʻalima. "Ua hoʻohaʻahaʻa ʻia ka manaʻo o ka mea hoʻopukapuka ma ke kua o ka dynamics maikaʻi a me ka ulu ʻana o nā ʻāpana AMD." Ma hope o ka hoʻolaha ʻia ʻana o ka ʻike a ka mea loiloi i ka Pōʻalima, ua hāʻule nā ʻāpana Intel i 1,5% i $ 55,10.
I ka hopena o ka makahiki i hala, ua wehe ʻo AMD i kāna chip server 7nm hou aʻe i kapa ʻia ʻo Roma, e hoʻokuʻu ʻia ma waena o 2019. I ka manawa like, ʻaʻole e hoʻouna ʻia nā chips Intel mua e pili ana i ka ʻenehana 10nm a hiki i ka wā hoʻomaha 2019 (ʻo ia hoʻi ʻo Nowemapa-Dekemapa). Ke noʻonoʻo nei ua ʻae nā kaʻina hana ʻoi aku ka maikaʻi o nā hui semiconductor e hana i nā chips wikiwiki a ʻoi aku ka ikaika o ka ikehu, hiki i kekahi ke hoʻomaopopo i ka makaʻala o nā mea loiloi e pili ana i ka lag o Intel i kēia manawa ma hope o kāna mea hoʻokūkū ma kēia wahi.
Manaʻo ʻo Reikers e piʻi aʻe ka māhele mākeke chip a AMD i ka mākeke server i 20% a ʻoi aku paha i ka wā lōʻihi mai 5% i ka makahiki i hala. "Manaʻo mākou he mea ʻoluʻolu loa ia no ka AMD's 7nm Roma e hoʻokūkū kūʻē i ka Intel 14nm Cascade Lake-AP e hiki mai ana a me 10nm Ice Lake," kākau ʻo ia. Wahi a FactSet, ʻo ka helu o AMD i kēia manawa no Reikers ʻo "Outperform," ʻoi aku ka kiʻekiʻe ma mua o Intel ma hope o ka hoʻohaʻahaʻa.
Ma muli o ka ikaika o ka mākeke holoʻokoʻa, ua hoʻokiʻekiʻe ʻo Reikers i kāna kumu kūʻai no Intel stock i $ 60 mai $ 55, e ʻike ai i ka piʻi ʻana o nā ʻāpana o ka hui ma 9%.
Source: 3dnews.ru