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2024-11-15 02:12:59
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finance.yahoo.com on Nostr: finance.yahoo.com ✍️ The article discusses the performance of AMD, Intel, and ...



✍️ The article discusses the performance of AMD, Intel, and TSMC in the chipmaking and AI segment, with the author being bullish on AMD and bearish on Intel and TSMC.
👉 AMD is expected to continue its market share gains and share price appreciation in the medium term.
👉 Intel has missed out on the initial AI boom and is expected to recover in 2025.
👉 TSMC is well-positioned to benefit from increasing demand for advanced chips, but its geographical concentration risk poses a risk to its operations.
👉 AMD's recent acquisition of ZT Systems marks an important step in its full-stack offering.
👉 Intel is investing heavily in developing new AI-focused products and technologies.
👉 TSMC is expected to maintain its competitive edge through continued investment in cutting-edge process technologies.

#Taiwan #Ireland #Israel #UnitedStates #Japan #Europe #China #neutral #technology

https://media.zenfs.com/en/tipranks_452/24216d071a1bd9264544caf1d863053d

https://finance.yahoo.com/news/amd-vs-intc-vs-tsm-224501531.html

Author Public Key
npub1g8g50xheecekjh2qvhzwvqqycmwfy2kmlnqhv0nfj0qf48dhr0rst3ldht