$Intel (INTC.US)$is definitely undervalued, however$Advanced...
$Intel(INTC.US$is definitely undervalued, however $Advanced Micro Devices(AMD.US$will grow into it's current valuation allot quicker than expected. Inclusive of $Xilinx(XLNX.US$, AMD can realistically hit $30B revenue by the end of 2022. Demand for their high margin server and HPC products is insane, and Intel won't have anything to compete till 2025. SR won't be out till around 2Q or 3Q 22 and 5nm Genoa is already sampling to customers. 128 core Zen4c Bergamo will be out in 1Q23 and there is no way Intel is getting on 3nm before $Apple(AAPL.US$does in 1Q23.
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Aaron_Kelly : Intel is so undervalued that it needs to have China CCP inside to help and to expand in China, using the US money (if accepting government funds or tax benefits) : )
Harper lee : You know NVDA A100 is driving a good share of that, right? By End22 I expect the ARM based Grace CPU will begin ramping and start replacing AMD in these DGX/HGX servers. Consequently I think 30B is a stretch for AMD by end22.
Johnny Thunders Harper lee: Huge expectations on first generation? Amd will x-sell MI 250 to epic customers. No hyper scalers want to locked down to proprietary software.
If nvidia has the little working MCM gpu, Jensen would have revealed, just like he did with grace released in future 2023. Harsh reality is nvidia don’t have MCM chiplet.
Louou : Will these data affect the next quarter