Monday, May 21st 2018

In Wake of Intel's 10 nm Process Difficulties, Analyst Firm Bumps AMD's Share Outlook

Intel's woes with their 10 nm process have been well documented by now (and even if they hadn't, the absence of any real product on store shelves would be a dead giveaway). And as Intel struggles to get its process up and running - and is now ramping up production on comparatively simple Core i3 chips, which are smaller and less prone to costly silicon defects - AMD and other Intel rivals are gaining traction over the once too-slumbering giant.

As a result of Intel's 10 nm difficulties, analyst firm Susquehanna, who recently downgraded AMD and NVIDIA shares on the expected lowered demand for graphics products from these companies in the wake of the first ever Ethereum ASIC, has now revised AMD's share strategy. Previously set at "Sell", the firm now rates AMD's shares as "Neutral" - specifically citing Intel's difficulties in ramping up the new process as simply giving AMD more chances to catch-up and surpass its blue counterpart. Susquehanna's Christopher Rolland published a note to clients stating basically that - that "We believe Intel's delay will help to maintain/improve AMD's competitiveness for their next generation of EPYC and Ryzen products", adding that "(...) for the first time in memory, AMD will compete at a similar process technology as Intel, a strong multi-year tailwind".
Sources: Susquehanna, via WCCFTech
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4 Comments on In Wake of Intel's 10 nm Process Difficulties, Analyst Firm Bumps AMD's Share Outlook

#1
btarunr
Editor & Senior Moderator
Sucks to be in a shorting position against AMD ;);)
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#2
R0H1T
So we'll be getting more security advisories exposé from - you know who - in the near future?
Posted on Reply
#3
FordGT90Concept
"I go fast!1!11!1!"
Security advisories are never going to stop. Now it is known that TLBs can be exploited in virtual machine environments, they'll keep finding different approaches to get at it until the silicon virtual machine implementations implement a permanent fix.
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#4
snakefist
It would be interesting if Intel founds itself in the position where they DON'T have manufacturing process advantage...
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