Wells Fargo Securities kwuru na mbak Intel nwere ike ịdalata ka ọ gbagoro ihe fọrọ nke nta ka ọ bụrụ 20 pasent na mbido afọ a ka ahịa semiconductor na-agbake. Onye nyocha Wells Fargo Aaron Rakers wedara ọkwa ya na mbak Intel site na Outperform ruo Market Perform, na-ehota oke ọnụ ahịa nke ụlọ ọrụ na asọmpi na-eto eto sitere na Advanced Micro Devices (AMD). "Anyị kwenyere na òkè Intel ugbu a na-anọchite anya profaịlụ n'ihe ize ndụ iji nweta ụgwọ ọrụ," ka o dere na Fraịde. "Echiche ndị na-achụ ego abawanyela n'etiti mgbanwe dị mma na uto na mbak AMD." Ọnụ ahịa Intel dara 1,5% ruo $ 55,10 mgbe ekwuputara nchoputa onye nyocha na Fraịde.
N'ọgwụgwụ afọ gara aga, AMD ekpughere mgbawa ihe nkesa 7nm nke na-esote Rome, nke a ga-ahapụ n'etiti 2019. N'otu oge ahụ, a gaghị ebufe ibe Intel mbụ dabere na teknụzụ 10nm ruo oge ezumike 2019 (ya bụ November-December). N'iburu n'uche na usoro teknụzụ dị gịrịgịrị na-ekwe ka ụlọ ọrụ semiconductor mepụta ngwa ngwa ngwa ngwa na-arụ ọrụ nke ọma, mmadụ nwere ike ịghọta ịdọ aka ná ntị nke ndị nyocha banyere ọdụ Intel ugbu a n'azụ onye asọmpi ya na mpaghara a.
Rakers na-ebu amụma na oke mgbawa AMD nke ahịa ihe nkesa ga-eto ruo 20% ma ọ bụ karịa ogologo oge site na 5% n'afọ gara aga. "Anyị chere na AMD's 7nm Rome ga-eme nke ọma iji soro Intel 14nm Cascade Lake-AP na-abịa yana 10nm Ice Lake," ka o dere. Dị ka FactSet si kwuo, akara AMD nke Rakers dị ugbu a bụ Outperform, nke dị elu karịa nke Intel ka ọ kwụsịrị.
Nyere mkpokọta ahịa ahịa, Rakers welitere ọnụahịa ebumnuche ya maka mbak Intel na $60 site na $55, nke pụtara ịrị elu 9% maka mbak ụlọ ọrụ ahụ.
isi: 3dnews.ru