Saamiyada Intel ayaa hoos u dhacay ka dib markii falanqeeyaha uu hoos u dhigay shirkadda

Wells Fargo Securities ayaa sheegay in saamiyada Intel ay u badan tahay inay hoos u dhici doonaan ka dib markii ay kordheen ku dhawaad ​​20 boqolkiiba horaantii sanadkan iyadoo suuqa semiconductor uu soo kabanayo. Falanqeeyaha Wells Fargo Aaron Rakers ayaa hoos u dhigay qiimihiisii ​​saamiyada Intel laga soo bilaabo Outperform ilaa Perform Market, isaga oo tixraacaya saamiyada shirkadda ee la qiimeeyay iyo tartanka sii kordhaya ee Advanced Micro Devices (AMD). "Waxaan aaminsanahay in saamiyada Intel ay hadda u taagan yihiin astaan ​​khatar ah oo dheellitiran oo abaal-marin," ayuu qoray Jimcihii. "Dareenka maal-gashigu wuxuu noqday mid aad u hooseeya iyada oo ay jirto dhaqdhaqaaqyo togan iyo koritaanka saamiyada AMD." Saamiyada Intel ayaa hoos u dhacay 1,5% ilaa $55,10 ka dib markii natiijada falanqeeyaha lagu dhawaaqay Jimcihii.

Dabayaaqadii sanadkii hore, AMD waxay daaha ka qaaday jiilka xiga ee 7nm server chip loo yaqaan Rome, kaas oo la sii dayn doono badhtamaha 2019. Isla mar ahaantaana, chips-kii ugu horreeyay ee Intel ee ku saleysan tignoolajiyada 10nm lama rari doono illaa xilliga fasaxa ee 2019 (ie. Noofembar-Disembar). Iyadoo la tixgelinayo in hababka teknoolajiyada khafiifka ah ay had iyo jeer u oggolaadaan shirkadaha semiconductor inay abuuraan jajabyo tamar badan leh oo dhaqso badan, mid ayaa fahmi kara feejignaanta falanqeeyayaasha ee ku saabsan dib u dhaca hadda Intel ee ka dambeeya tartanka aaggan.

Rakers ayaa saadaaliyay in saamiga AMD ee saamiga suuqa server-ka uu kori doono 20% ama ka badan muddada fog 5% sanadkii hore. "Waxaan u maleyneynaa in AMD's 7nm Rome ay si fiican u qaban doonto si ay ula tartanto Intel soo socota ee 14nm Cascade Lake-AP iyo sidoo kale 10nm Ice Lake," ayuu qoray. Marka loo eego FactSet, AMD qiimeynteeda hadda Rakers waa Outperform, taas oo ka sareysa Intel ka dib hoos u dhigista.

Marka la eego isu soo baxa guud ee suuqa, Rakers ayaa kor u qaaday qiimihiisii ​​bartilmaameedka ahaa ee saamiyada Intel ilaa $60 halka uu ka ahaa $55, taas oo ka dhigan in 9% uu kordhay saamiyada shirkadda.

Source: 3dnews.ru