$Advanced Micro Devices(AMD.US)$ The semiconductor counterattack is coming, please be careful

$Micron Technology(MU.US)$ Every time you take advantage, it's a good time to increase your position.

IT House, May 17 - Today, $Advanced Micro Devices(AMD.US)$ and $Qualcomm(QCOM.US)$ announced that they are bringing Qualcomm FastConnect to PCs with AMD Ryzen processors, starting with laptops using the Ryzen PRO 6000 series chips, Tom's hardware reports.
According to AMD officials, through a partnership with ￥ $Microsoft(MSFT.US)$ , Windows 11 PCs such as the Lenovo ThinkPad Z Series and HP El...

$NVIDIA(NVDA.US)$ and $Advanced Micro Devices(AMD.US)$ are established leaders in the semiconductor industry.
Among top chip stocks, Nvidia helps to lead IBD’s Electronics-Semiconductor Fabless industry group. Fabless companies contract with foundries to make the chips they design. Other chip companies own their fabrication plants.
Besides NVDA, fabless chip stocks include Qualcomm, Broadcom (AVGO) and Monolithic Power Systems (MPWR). Amid industry headwinds, the fabless group...

$Advanced Micro Devices(AMD.US)$ Serial PC hardware leaker Moore’s Law Is Dead has summarized everything he knows about AMD’s upcoming entry-level/lower-midrange Navi 33 GPU. Expected to be featured in the RX 7700 XT, Navi 33 is rumored to be based on a 6 nm node with a monolithic die. MLID’s sources put the die size within the 360 mm – 460 mm2 range.
MILD expects $NVIDIA(NVDA.US)$ 33 to pack in 128 MB o...

$Advanced Micro Devices(AMD.US)$ Wall Street expects AMD to deliver 55% revenue growth -- which looks like it's factoring in Xilinx's revenue (AMD has excluded Xilinx financials from its guidance).
From there, revenue growth is expected to slow sharply to 14% by 2023. Analysts expect earnings to grow at a faster pace.
AMD expects to achieve a net profit margin of 28% by 2026, compared to an operating margin of 25% today. This is a fairly reasonable assumption. Assumi...

$Advanced Micro Devices(AMD.US)$ Time to buy and 🚀🚀🚀up

In 2022 it seems $Advanced Micro Devices(AMD.US)$ has an abundance of budget GPUs to sell to customers. This is the reason why 970 units of AMD GPUs were sold having an ASP of only 558.67 euros and while $NVIDIA(NVDA.US)$ had sold 860 units but it’s clear that they were costly ones.
So, NVIDIA had an average selling price of as much as 907.91 euros, while it had a 46.99% market share in terms of the number of units sold where AMD won by a slight margin ...