Advanced Micro Devices Inc (AMD)

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  • Macroeconomics phenomen : Chip shortageIt will give hard times to company who doesn't produce their chips at home like AMDAmd will higher it's prices to get higher revenues and it will decrease the demand. This will be a huge profit boost for Intel who is vertically integrated and Intel will sell more at the same price ;)
    • you miss the key point. AMD is ahead 1 generation in chips. Good luck waiting Intel until 2023 to deliver 7nm chips - BTW, Amd is already more than two years delivering 7nm chips while Intels timeframe was this to be ready in 2019
    • Intel has a lot of "catching up" to do.......eventually it probably will
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