I-Wells Fargo Securities ithe isitoko se-Intel kungenzeka sehle ngemuva kokuthola cishe amaphesenti angama-20 ekuqaleni konyaka ngemuva kokululama emakethe ye-semiconductor. Umhlaziyi we-Wells Fargo u-Aaron Reikers wehlise izinga lakhe ku-Intel stock kusuka ku-'Outperform' kuya ku-'Market Perform', ecaphuna ukulinganisa ngokweqile kwesitoko senkampani nokuncintisana okukhulayo okuvela ku-Advanced Micro Devices (AMD). "Sikholelwa ukuthi isitokwe se-Intel manje sesihambisana nengozi elinganiselayo yokuklomelisa," ebhala ngoLwesihlanu. "Imizwa yabatshalizimali isithobeke kakhulu ngenxa yezinguquko ezinhle kanye nokukhula kwamasheya e-AMD." Ngemuva kokuthi okutholwe ngumhlaziyi kumenyezelwe ngoLwesihlanu, amasheya e-Intel ehle ngo-1,5% aya ku-$55,10.
Ngasekupheleni konyaka odlule, i-AMD yethule i-chip yayo yesizukulwane esilandelayo se-7nm ebizwa ngokuthi i-Rome, ezokhishwa maphakathi no-2019. Ngesikhathi esifanayo, ama-Intel chips okuqala asekelwe kubuchwepheshe be-10nm ngeke athunyelwe kuze kube inkathi yamaholide ka-2019 (okungukuthi November-December). Uma kucatshangelwa ukuthi izinqubo zokukhiqiza zikanokusho bezilokhu zivumela izinkampani ze-semiconductor ukuthi zenze ama-chips asheshayo nasebenza kahle kakhudlwana, umuntu angaqonda ukuxwaya kwabahlaziyi mayelana nokusalela kwamanje kwe-Intel ngemuva kwembangi yakhe kule ndawo.
AbakwaReikers babikezela ukuthi isabelo semakethe ye-chip ye-AMD emakethe yamaseva sizokhula siye ku-20% noma ngaphezulu esikhathini eside sisuka ku-5% ngonyaka odlule. βSicabanga ukuthi kuzoba intofontofo ukuthi i-7nm Rome ye-AMD iqhudelane ne-Intel ezayo ye-14nm Cascade Lake-AP kanye ne-10nm Ice Lake,β ebhala. Ngokusho kwe-FactSet, isilinganiso samanje se-AMD se-Reikers "Sisebenza Kakhulu," siphezulu kune-Intel ngemuva kokwehliswa.
Uma kubhekwa amandla emakethe ewonke, abakwaReikers banyuse intengo yakhe ye-Intel isitokwe saya ku-$60 sisuka ku-$55, esizobona amasheya enkampani enyuka ngo-9%.
Source: 3dnews.ru