Wells Fargo Securities akati Intel migove ingangodzikira mushure mekukwira ingangoita makumi maviri muzana pakutanga kwegore rino sezvo semiconductor musika unopora. Muongorori weWells Fargo Aaron Rakers akadzikisa chiyero chake paIntel shares kubva Outperform kuenda kuMarket Perform, achitaura nezvekambani yakawandisa stock uye kukura kwemakwikwi kubva kuAdvanced Micro Devices (AMD). "Isu tinotenda kuti Intel shares ikozvino inomiririra yakawedzera njodzi-kune-mubairo mbiri," akanyora neChishanu. "Manzwiro evadyaridzi awedzera kuderera pakati pesimba rakanaka uye kukura muzvikamu zve AMD." Intel shares dzakadonha 20% kusvika $1,5 mushure mekunge zvakawanikwa nemuongorori zvakaziviswa neChishanu.
Pakupera kwegore rapfuura, AMD yakafumura chizvarwa chayo chinotevera 7nm server chip inonzi Rome, iyo ichaburitswa pakati pe2019. Panguva imwecheteyo, yekutanga Intel chips yakavakirwa pagumi nm tekinoroji haizotakurwe kusvika mwaka wezororo wa10 (kureva Mbudzi-Zvita). Tichifunga nezvekuti matete tekinoroji maitiro agara achibvumidza makambani esemiconductor kugadzira nekukurumidza uye nekuwedzera simba-rinoshanda machipisi, munhu anogona kunzwisisa kungwara kwevanoongorora maererano neIntel iripo kuseri kwemukwikwidzi wayo munzvimbo ino.
Rakers inofanotaura kuti AMD's chip share yemusika server ichakura kusvika makumi maviri% kana kupfuura pamusoro penguva refu kubva pa20% gore rapfuura. "Isu tinofunga AMD's 5nm Rome ichaita zvakanaka kwazvo kukwikwidza neIntel iri kuuya 7nm Cascade Lake-AP pamwe ne14nm Ice Lake," akanyora kudaro. Zvinoenderana neFactSet, AMD yazvino Raker chiyero ndeye Outperform, iyo yakakwira kupfuura Intel's mushure mekudzika.
Tichifunga nezverally yemusika yese, Rakers akakwidza mutengo wake waanotarirwa weIntel shares kusvika pamadhora makumi matanhatu kubva pamadhora makumi mashanu, zvinoreva kukwira kwe60% kwezvikamu zvekambani.
Source: 3dnews.ru