AMD, ARMH, INTC, NVDA Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 252.11

-2.9%

3:47 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: neolib who wrote (71788)	10/23/2025 8:42:53 PM
From: Joe NYC	of 72093

re: Any "color" on why client would be down in Q4? The only possible dot that I could connect to that was a comment where they said that they are shifting some wafers from low end client to server. And also rising prices on low end client. All of which is probably Raptor Lake. In theory, all of those changes should result in stronger demand for more expensive products (MTL, LNL, ARL) which should increase revenue, unless that low end migrates to AMD low end processors (such as Mendocino, Hawk Point).

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next