Arthur Hanson
Well-known member
The market has shown that it doesn't have faith in Intel coming back to its former glory and has spoken with cash, which is the most important vote of the future in most instances. It looks like the combination of AMD, NVDA, TSM, AAPL may bury INTC. Any thoughts or comments are appreciated. I see no way Intel can ever get back to the dominant force it once was against the TSM ecosystem.
Score another notable win for chip giant AMD (AMD) against its heated rival Intel.
AMD's market cap currently stands at $188 billion after shares rose nearly 2% in Tuesday's session. Intel's market cap is $182 billion. That marks the second time in a week AMD's market value has climbed above Intel — the first time it happened was a week ago.
Followers of this battle may not be surprised to see this one happen (and seeing it continue from here) for several reasons.
First, AMD has been winning the battle on Wall Street for sexier investment thesis.
AMD last week closed on its $35 billion acquisition for Xilinx.
The transaction — the largest in AMD's 53-year history — gives the company significant expertise in the programmable chip market. Chips of this kind will prove integral as AMD looks to continue taking market share away from Intel in cloud computing workloads and data centers.
AMD CEO Dr. Lisa Su told Yahoo Finance Live the company will update its financial model "in the coming months."
MSN
www.msn.com
Score another notable win for chip giant AMD (AMD) against its heated rival Intel.
AMD's market cap currently stands at $188 billion after shares rose nearly 2% in Tuesday's session. Intel's market cap is $182 billion. That marks the second time in a week AMD's market value has climbed above Intel — the first time it happened was a week ago.
Followers of this battle may not be surprised to see this one happen (and seeing it continue from here) for several reasons.
First, AMD has been winning the battle on Wall Street for sexier investment thesis.
AMD last week closed on its $35 billion acquisition for Xilinx.
The transaction — the largest in AMD's 53-year history — gives the company significant expertise in the programmable chip market. Chips of this kind will prove integral as AMD looks to continue taking market share away from Intel in cloud computing workloads and data centers.
AMD CEO Dr. Lisa Su told Yahoo Finance Live the company will update its financial model "in the coming months."
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