On September 10th, local time in the United States, the share price of AMD on Nasdaq rose sharply by US$2.51 to US$29.89, an increase of 9.17%, infinitely approaching US$30, and also set a new high since 2006.
What is special about 2006? Before that, AMD processor was in the limelight, and Intel was overwhelmed by the failed Pentium 4 family. But just 12 years ago, the situation suddenly changed, Intel Core reversed strongly, and AMD Bulldozer was completely defeated. , and then fell into a decade-long downturn.
It wasn’t until the birth of the new Ryzen that AMD finally regained its composure and became high-spirited again. Intel, which had been accustomed to squeezing out toothpaste for many years, was a little confused. It just couldn’t catch up with the 10nm process and was unable to mass-produce it, which gave AMD its best performance in many years. opportunities.
After releasing the PC market report for the third quarter of 2018, Christopher Rolland, an analyst at Susquehanna, analyzed PC supply chain trends and pointed out that the share of AMD Ryzen processor in the desktop and notebook markets will continue. rise.
AMD’s stock price also rose again, hitting a new high.
Christopher Rolland bluntly stated that AMD will be the big winner in the PC market in the third quarter. The desktop market share is expected to increase from 15.2% in the second quarter to 16.7%, and the notebook market share will increase from 3.2% to 4.9%, mainly due to HP , Acer promotion.
In fact, before this, Christopher Rolland was conservative about AMD's prospects. He once believed that AMD would go downhill in the second half of the year and its stock price would fall. Now it has completely changed.
In addition, according to statistics from SmarterAnalyst, 9 out of 20 analysts are optimistic about the rise of AMD stock and recommend buying, 9 recommend holding, and only 2 give a sell rating.
Of course, AMD is still too small to fundamentally shake Intel's market position, but its strong product performance and competitive situation have injected long-lost vitality into the entire market, and Intel has to cheer up and quickly develop.
This is the most important thing.
