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Intel<\/a> Corp's latest focus on making chips to meet rising demand will give Advanced Micro Devices Inc<\/a>, its biggest rival in the server and PC market<\/a>, a chance to build a greater foothold in the segment, analysts said.
Intel, which plans large investments in chip technologies in the next four years, said on Thursday it expects revenue from its segment housing PCs to grow in low to mid single digits, and its datacenter and AI business to grow in high teens from 2023 through 2026.
The company's shares fell about 6%, while those of AMD<\/a> slipped 1% on Friday.
AMD's market cap briefly breached Intel's earlier this week when it closed its $50 billion Xilinx<\/a> deal. AMD is now about $1 billion short of Intel's roughly $182 billion market cap, both far from Nvidia<\/a>'s $585 billion.
In servers, AMD had less than 5% market share in 2018, but now holds 15%. This could go as high as 25%, WestPark Capital analyst Ruben Roy said. In PCs, he expects AMD market share to reach high 20s from its current 18% to 20% range.
\"We think share gains will continue as Intel tries to catch up on manufacturing process tech.\"
But Wall Street is less enthused with Intel's latest chip plans, which analysts said lacked \"credibility\" amid tough competition, and include muted gross margin growth and aggressive spending.
Piper Sandler analyst Harsh Kumar said there was no imminent threat to Nvidia and AMD from Intel's ambitious roadmap. \"Intel only plans to find its normal cadence but is not really expected to take any meaningful share.\"
Once a market leader in the semiconductor space, Intel gave up its spot to Samsung Electronics<\/a> in 2021 for the first time since 2018, Gartner data showed, while AMD jumped to the tenth spot from 14.
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英特尔的新芯片计划可以把竞争对手AMD的命运:分析师
英特尔计划大量投资在芯片技术在未来四年,周四表示,预计其部分收入住房个人电脑在低到中度个位数增长,及其在高数据中心和人工智能业务增长青少年从2023年到2026年。
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英特尔公司的最新关注芯片制造,以满足不断增长的需求会给高级微设备公司,服务器和它的最大竞争对手个人电脑市场,一个机会去建立一个更大的立足点段,分析师表示。
英特尔计划大量投资在芯片技术在未来四年,周四表示,预计其部分收入住房个人电脑在低到中度个位数增长,及其在高数据中心和人工智能业务增长青少年从2023年到2026年。
该公司股价下跌约6%,而那些的AMD周五下滑1%。
AMD的市值在本周早些时候短暂突破英特尔的时候关闭了500亿美元赛灵思公司交易。AMD目前约10亿美元的英特尔的约1820亿美元的市值,远离英伟达的5850亿美元。
在服务器中,AMD在2018年不到5%的市场份额,但是现在持有15%。这可能高达25%,西苑资本分析师鲁本罗伊说。在个人电脑,他预计AMD市场份额达到高20多岁范围从目前的18%降至20%。
“我们认为份额将继续担任英特尔试图弥补生产过程技术。”
但是华尔街不太热情与英特尔芯片的最新计划,分析人士说,缺乏“信誉”在激烈的角逐中,毛利率增长和激进的支出,包括寂静无声。
Piper桑德勒分析师严厉Kumar说没有迫在眉睫的威胁Nvidia从英特尔和AMD的雄心勃勃的路线图。“英特尔只计划找到正常的节奏,但预计不会采取任何有意义的份额。”
一旦市场领导者在半导体领域,英特尔放弃了它的位置三星电子2021年以来的第一次2018年,Gartner的数据显示,尽管AMD跃升至第十位来自14个。
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