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Rosenblatt Points Out How Intel's Price War Could Prove Costly For AMD

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·2 分鐘文章
在這篇文章中:
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  • Rosenblatt analyst Hans Mosesmann shared salient articles in the last week specific to AI, Bandwidth, and Compute that are important and merely interesting regarding key secular themes.

  • He had some incoming this week on DigiTimes news that Intel Corp (NASDAQ: INTC) was cutting Alder Lake desktop pricing to promote 2H22 demand that was weaker than expected.

  • Intel's Alder Lake is a 10nm+ based (Intel 7) CPU launched last year and currently trades blows with Advanced Micro Devices, Inc's (NASDAQ: AMD) 7nm-based Zen3 Ryzen 5000 series.

  • AMD has maintained top-selling desktop CPU status since the beginning of the year, and using Amazon.com Inc's (NASDAQ: AMZN) list, AMD has all top 5 selling CPUs and 7 of the top 10 in all ranges of price points.

  • The setup in 2H22 is a mid-September launch of AMD's new Zen 4 architecture and 5nm Taiwan Semiconductor Manufacturing Company Ltd (NYSE: TSM) process technology, which he expected to compete with Intel's pristine Raptor Lake (using still 10nm+). He suspects continued share losses also impacted 2H22 demand over possible end demand weakness.

  • Raptor Lake will likely be considerable silicon die as Intel must match AMD's 32-thread defacto high-end standard.

  • So, he sees the profit profile on top of likely share losses as a dilemma that gets worse if Intel uses price to entice OEM uptake.

  • Price Action: INTC shares traded lower by 1.47% at $37.23 on the last check Wednesday.

  • Photo via Wikimedia Commons

Latest Ratings for INTC

Date

Firm

Action

From

To

Mar 2022

Morgan Stanley

Downgrades

Equal-Weight

Underweight

Feb 2022

Raymond James

Upgrades

Underperform

Market Perform

Feb 2022

BMO Capital

Maintains

Market Perform

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