AMD Advanced Micro Devices, Inc. Loading... : Bullish and Bearish Analyst Opinions
From INTC earnings callsLoading chart...
Top Calls
Feed
17:00
Apr 23
Apr 23
Advanced packaging demand is running at billions of dollars per year, far above initial expectations, and is a differentiated, high-margin foundry offering. — Intel's advanced packaging (e.g., EMIB, Foveros) is in heavy demand from AI chip designers (including NVIDIA and AMD), creating a new revenue stream and reducing reliance on TSMC for packaging.
MED
17:00
Jan 22
Jan 22
Intel is prioritizing internal wafer supply to data center over client, and using more externally sourced wafers for client, implying market share shifts in PC CPUs. — Intel's PC market share may temporarily erode as it allocates scarce internal capacity to higher-margin servers, benefiting AMD and TSMC-linked client chips.
MED
14:00
Oct 23
Oct 23
Intel is actively prioritizing server CPU shipments over entry-level client parts within its tight supply environment, which will likely constrain availability in the low-end PC market through Q1 2026. — Server CPU share may improve at the expense of client CPU volume, potentially giving AMD an opening to capture more entry-level PC sockets.
MED
About AMD Analyst Coverage
Buzzberg tracks AMD (Advanced Micro Devices, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Latest voices: David Zinsner.