Wells Fargo Securities e re likarolo tsa Intel li kanna tsa fokotseha kamora ho nyoloha hoo e ka bang liperesente tse 20 pejana selemong sena ha mmaraka oa semiconductor o ntse o hlaphoheloa. Mohlahlobisisi oa Wells Fargo Aaron Rakers o theotse litekanyetso tsa hae ho likarolo tsa Intel ho tloha Outperform ho ea ho Market Perform, a qotsa setoko se phahameng haholo sa k'hamphani le tlholisano e ntseng e hola ho tsoa ho Advanced Micro Devices (AMD). "Re lumela hore likarolo tsa Intel joale li emela boemo bo leka-lekaneng bo lebisang ho moputso," o ngotse ka Labohlano. "Maikutlo a batseteli a theohile le ho feta har'a matla le kholo ea likabelo tsa AMD." Likabelo tsa Intel li theohile ho 1,5% ho $55,10 kamora hore liphetho tsa mohlahlobi li phatlalatsoe ka Labohlano.
Bofelong ba selemo se fetileng, AMD e ile ea senola chip ea eona ea moloko o latelang oa 7nm e bitsoang Roma, e tla lokolloa bohareng ba 2019. Ka nako e ts'oanang, li-Intel chips tsa pele tse thehiloeng ho theknoloji ea 10nm li ke ke tsa romelloa ho fihlela nako ea phomolo ea 2019 (e leng November-December). Ha ho nahanoa hore lits'ebetso tse tšesaane tsa theknoloji li 'nile tsa lumella lik'hamphani tsa semiconductor ho theha li-chips tse potlakileng le tse sebetsang hantle haholoanyane, motho a ka utloisisa ho falimeha ha bahlahlobisisi mabapi le lets'oao la hona joale la Intel ka morao ho mohlolisani oa eona sebakeng sena.
Rakers e bolela esale pele hore karolo ea chip ea AMD ea mmaraka oa seva e tla hola ho fihla ho 20% kapa ho feta ka nako e telele ho tloha ho 5% selemong se fetileng. "Re nahana hore AMD's 7nm Rome e tla sebetsa hantle haholo ho qothisana lehlokoa le Intel e tlang ea 14nm Cascade Lake-AP hammoho le 10nm Ice Lake," o ngotse. Ho latela FactSet, tekanyetso ea hajoale ea Rakers ea AMD ke Outperform, e phahameng ho feta ea Intel kamora ho theoha.
Ha ho nahanoa ka kakaretso ea 'maraka, Rakers o phahamisitse theko ea hae ea litheko tsa Intel ho $60 ho tloha ho $55, ho bolelang ho phahama ka 9% bakeng sa likarolo tsa k'hamphani.
Source: 3dnews.ru