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Technology Stocks : AMD, ARMH, INTC, NVDA -- Ignore unavailable to you. Want to Upgrade?

To: Doug M. who wrote (55023)	4/26/2024 5:32:48 PM
From: Joe NYC	Respond to of 72203

There is some seasonality. Intel had $8.5 billion in Q4 while AMD $1.5 billion, which adds to a nice round number for comparison, We will see what the AI PC brings. It may lift all the boats. But Intel competitiveness in client is deteriorating. Meteor Lake brought very little to the table, other than increased costs, Arrow Lake follows the over engineered, high cost design, even higher costs from TSMC N3B. Lunar Lake is promising in low power niche, which is a new niche for x86, so that's a plus for Intel. But the bread and butter of client, Raptor Lake, Meteor Lake, Arrow Lake are not going to be able to keep up competitively with Zen 5 (desktop), Strix Point (premium notebook), Kraken (volume market), Strix Halo (a new category), Sonoma (dirt cheap Samsung fabbed) chips. A small tidbit I picked up is that AMD is selling Zen 4 based Phoenix / Hawk Point for higher prices than Intel is selling Meteor Lake, while Intel cost is likely between +25% to +75% more. So AMD has not really stepped at the gas pedal yet. That will likely come with Kraken and Sonoma, which is why I listed 1 year horizon. re: I haven't seen anyone here post how many AI PCs that AMD will have for 2024 and 2025 combined. Intel will have 100 million. The way to look at it is which models support Microsoft AI features. I am not sure about the lowest end Sonoma but all the models listed in bold support at least Meteor Lake level of AI support or higher. The numerical target only depends on market share. These are mostly monolithic chips, TSMC can always make more of them. But unlike Intel, which will likely have 25% AI capable, AMD will be the mirror image, 75% AI capable chips