I-Wells Fargo Securities yathi izabelo ze-Intel ziyakucotha emva kokunyuka malunga neepesenti ezingama-20 ekuqaleni kwalo nyaka njengoko imakethi ye-semiconductor ibuyela. Umhlalutyi we-Wells Fargo u-Aaron Rakers wehlise ukulinganisa kwakhe kwizabelo ze-Intel ukusuka kwi-Outperform ukuya kwi-Market Perform, ecaphula isitokhwe esinexabiso lenkampani kunye nokhuphiswano olukhulayo oluvela kwi-Advanced Micro Devices (AMD). "Sikholelwa ukuba izabelo ze-Intel ngoku zimele iprofayili elungeleleneyo yokufumana umvuzo," wabhala ngolwesihlanu. "Uluvo lwabatyali-zimali luye lwathotywa ngakumbi phakathi kwezinto ezintle kunye nokukhula kwezabelo ze-AMD." Izabelo ze-Intel zawa nge-1,5% ukuya kwi-55,10 yeedola emva kokuba iziphumo zomhlalutyi zibhengezwe ngoLwesihlanu.
Ngasekupheleni konyaka ophelileyo, i-AMD yatyhila isizukulwana sayo esilandelayo se-7nm server chip ebizwa ngokuba yiRome, eya kukhutshwa phakathi ku-2019. Ngexesha elifanayo, ii-chips zokuqala ze-Intel ezisekelwe kwi-teknoloji ye-10nm aziyi kuthunyelwa kude kube yiholide ye-2019 (okt ngoNovemba-Disemba). Ukuthathela ingqalelo ukuba iinkqubo zetekhnoloji ezincinci bezisoloko zivumela iinkampani ze-semiconductor ukuba zenze iitshiphusi ezikhawulezayo nangakumbi ezisebenza ngamandla, umntu unokuqonda ukulumka kwabahlalutyi malunga ne-Intel's lag yangoku emva kokhuphisana naye kule ndawo.
IRakers iqikelela ukuba isabelo se-chip se-AMD semarike yeseva siya kukhula siye kuthi ga kwi-20% okanye ngaphezulu kwixesha elide ukusuka kwi-5% kulo nyaka uphelileyo. "Sicinga ukuba i-AMD's 7nm Rome iya kwenza kakuhle kakhulu ukukhuphisana ne-Intel ezayo ye-14nm Cascade Lake-AP kunye ne-10nm Ice Lake," wabhala. Ngokutsho kwe-FactSet, ukukala kweRakers kwangoku kwe-AMD kukwi-Outperform, ephezulu kune-Intel emva kokuthotywa.
Ngokunikwa irali yemarike iyonke, abakwaRakers banyuse ixabiso lakhe ekujoliswe kulo kwizabelo ze-Intel ukuya kwi-60 yeedola ukusuka kwi-55 yeedola, oko kuthetha ukuba ukonyuka kwe-9% yezabelo zenkampani.
umthombo: 3dnews.ru