Advanced Micro Devices, Inc. (AMD)
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Advanced Micro Devices, Inc. (AMD)
Advanced Micro Devices, Inc. (AMD)
Advanced Micro Devices, Inc. (AMD)
Taiwan Semiconductor Has Passed The Bottom Of The Semiconductor Cycle
Investment Thesis Taiwan Semiconductor Manufacturing Corporation ("TSMC") (TSM) delivered negative top and bottom lines growth in Q1 2019 primarily due to a weakening global economy in Q4 2018 and Q1 2019. In addition, inventory correction from its customers also impacted its business negati…
Upcoming AMD earnings: concerns about crypto-related demand?
Advanced Micro Devices, Inc. (AMD) is expected to report earnings on July 25 after market close. While the firm has certainly executed well on its streamlined product roadmap, there are some concerns about the magnitude and sustainability of cryptocurrency-related GPU demand.
Intel and Apple: What's Next?
Intel’s stock price witnessed a big decline yesterday after Bloomberg reported that Apple would not use Intel chips for its Mac computers. What's next for the Intel stock?
Lam Research (LRCX): Can The Stock Price Run Sustain?
LRCX is down 3% today, but it witnessed a 19% stock price hike in the past 12 weeks. Can the stock run sustain?
AMD Risks You Should Be Aware Of
AMD is at a considerable disadvantage compared with Intel in terms of scale. Intel is able to heavily outspend AMD in capital outlays and R&D, leading to further propagation of its market share dominance over AMD.