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Investors dumped shares of Advanced Micro Devices<\/a> Inc on Wednesday after its earnings report indicated that it was struggling with a PC slump and had failed to gain market share from larger rival Intel<\/a> Corp in the latest quarter.
The stock fell more than 6% in early trading and was set to erase nearly $9 billion in market value. Intel, whose shares rose last week on a more upbeat PC market outlook, gained more than 2%.
\"Even if Intel didn't gain share this quarter, it seems unlikely that they lost any either,\" Bernstein analyst Stacy Rasgon said in a client note.
\"While we will see if Intel's 2024 roadmap holds water or not, the competitive environment next year is likely to get tougher for AMD<\/a>.\"
The PC market has been in a slump for the past few quarters after a demand surge during the pandemic, while data center spending has also slowed as the economic outlook worsens.
AMD, whose smaller and more efficient data center chips had helped it take market share from Intel last year, missed estimates for both PC and data center chip sales in the first quarter.
Its sales forecast for the current quarter was also below market expectations, though the company was optimistic that the chip market would start to recover in the second half of 2023.
\"AMD results were more vulnerable (to the PC slump) than Intel's because most AMD-based PC customers were consumers. In contrast, Intel had a significant share in the business PC segment,\" Gartner analyst Mikako Kitagawa said.
Still, some analysts said that the buzz around artificial intelligence and a recovery in China were positive signs that could help the company.
\"AMD is obviously not immune to the overall fluctuations of the macro spending environment, in our view, the share gains the company has earned through its roadmap execution and product performance will sustain through the choppy 1H23 before giving way to strong momentum in 2H23,\" brokerage TD Cowen said.
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投资者抛售股票高级微设备. n:行情)周三在其收益报告表明它是在PC低迷和未能获得更大的竞争对手的市场份额英特尔在最新的季度集团。
股票在早盘交易中下跌超过6%,将消除近90亿美元的市场价值。英特尔的股价上涨上周在PC市场前景更为乐观,上涨超过2%。
“即使英特尔没有获得共享本季度,似乎不太可能,他们丧失了,”伯恩斯坦分析师斯泰西·罗根在给客户的报告中表示。
“虽然我们会看到如果英特尔2024路线图成立与否,明年竞争环境可能会得到更严格AMD”。
个人电脑市场一直处于低迷状态,过去几个季度后流感大流行期间激增的需求,而数据中心支出也放缓,随着经济前景恶化。
AMD的芯片更小,更高效的数据中心帮助需要的市场份额从去年的英特尔,低于预期的电脑芯片和数据中心在第一季度的销售。
当前季度的销售预测也低于市场预期,尽管该公司是乐观的芯片市场将在2023年下半年开始复苏。
”AMD结果更加脆弱比英特尔(PC衰退),因为大多数AMD-based PC客户是消费者。相比之下,英特尔曾商业个人电脑领域的很大份额,”Gartner的分析师Mikako Kitagawa表示说。
不过,一些分析师表示,围绕人工智能和中国复苏的积极迹象,可以帮助公司。
“AMD显然不是免疫的整体波动的宏观消费环境,在我们看来,份额公司赢得了通过其路线图执行和产品性能将维持震荡1 h23之前让位给2 h23势头强劲,"券商TD考恩说。
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