Advanced Micro Devices Inc

Investment bank Goldman Sachs raised its 12-month target price for NVIDIA stock from $179 to $192 yesterday. The new target implies a 7.7% upside.

This week, at its European launch of EPYC Rome in Rome, Italy, AMD announced the addition of a new CPU to the Rome family: the EPYC 7H12 processor.

Qualcomm (QCOM) will expand its 5G chip technology next year. Qualcomm will soon power the mid-priced smartphones with its 5G wireless data networks.

Advanced Micro Devices (AMD) has reportedly agreed to settle a federal class action lawsuit related to the false advertising of its processors.

Advanced Micro Devices (AMD) and Intel (INTC) have a history of intense competition in the CPU space in which one’s gains are the other’s losses.

AMD’s exposure to China makes it vulnerable to escalating US-China trade tensions. The yuan’s devaluation could cause massive foreign exchange losses.

Apple stock fell 1.5% in the week that ended on August 9. The escalation in the US-China trade war affected the tech giant and the broader market.

Adding to AMD’s recent troubles, Wccftech wrote yesterday about a rumor that CEO Lisa Su was set to leave the company for IBM.

NVIDIA (NVDA) is feeling competitive pressure in the discrete GPU (graphics processing unit) market from Advanced Micro Devices (AMD), which is closing the performance gap.

Advanced Micro Devices (AMD) and Intel (INTC) have both been operating in the semiconductor industry for the last 50 years.

The US-China trade war, in its second year, is impacting sectors that depend on China for supplies or revenue.

AMD is also closing the gap with NVIDIA (NVDA) with its next-generation 7 nm Navi GPU (graphics processing unit).

Until recently, Intel (INTC) and Advanced Micro Devices (AMD) have been in a one-sided PC CPU war.

In a dynamic market such as technology, strong product execution can make a difference in market share.

Intel has provided an update on its long-delayed 10 nm process node, which was originally planned to launch at the end of 2016.

Intel (INTC) manufactures processors for PCs and servers that carry a higher value. It tried to enter the mobile market with its Atom processors.

FAANG stocks performed pretty well in the first quarter of 2019 and outperformed the S&P 500 Index.

In late 2017 and early 2018, Advanced Micro Devices (AMD) and NVIDIA (NVDA) witnessed windfall gains from the GPU (graphics processing unit) market.

Berkshire Hathaway (BRK-B) chair Warren Buffett has never been a fan of cryptocurrencies like bitcoin.

Despite the rivalry between the two companies, Samsung is still one of the prominent component suppliers to Apple.

AMD is currently working on bringing its second-generation EPYC server CPU, built on TSMC’s 7 nm node, to the market in mid-2019.

The best way to gauge a company’s management’s performance is through efficiency ratios.

Today, US President Donald Trump tweeted, “Best January for the DOW in over 30 years.”

Amazon (AMZN) became the world’s most valuable public company on January 7.

AMD and China’s leading retailer, JD.com (JD), partnered in January to expand the availability of AMD Ryzen processors and desktops in China.

Taiwan Semiconductor Manufacturing Company (TSM) is ramping up the production of its 7 nm node ahead of Samsung (SSNLF).

TSMC focuses on manufacturing nodes to attract more chip designers to manufacture their chips at its foundry.

In fiscal 2017, Intel’s revenue rose 9% YoY (year-over-year) to $62.8 billion, driven by 16% YoY growth in its data-centric business.

AMD’s Computing and Graphics revenue has risen in the double digits on a YoY (year-over-year) basis from fiscal 2Q16 when AMD launched its first Polaris GPU.

2017 has been good for the PC market, as its shipment decline slowed. Although the traditional desktop market continued to fall, growth was high for laptops, notebooks, and gaming PCs.

Nvidia’s GPUs are preferred by many data center and cloud companies for their AI tasks. That saw its data revenue grow in the triple digits in 2017.

Short-term investors and traders are interested in highly volatile stocks as they look to profit from strong price movements through options trading.

Between 2012 and 2016, AMD’s revenues fell more than 20% as it lost significant market share in the PC space.

AMD reported better-than-expected fiscal 3Q17 earnings. Despite this, its stock fell 13.5% in just one day after its earnings were released.

Intel (INTC) is developing an MCM (multi-chip module) by integrating AMD’s semi-custom discrete GPUs (graphics processing units) inside its processors.

This would be the first time since 1980 that AMD and Intel have entered into a strategic business collaboration to develop products.

In the bitcoin world, mining involves investing a lot of capital in computer hardware and competing with fellow miners to solve a complex mathematical problem.

NVIDIA (NVDA) has become NVIDIA because of its most advanced GeForce GPUs (graphics processing units), which are superior in the PC (personal computer) gaming market in terms of performance.

Intel (INTC) has been a dominant name in the technology industry for a long time, holding a strong position in the PC (personal computer) and data center processor markets.

In the previous part of the series, we saw that analysts revised their fiscal 2017 revenue growth estimates for Advanced Micro Devices (AMD), NVIDIA (NVDA), and Intel (INTC) in the past few months.

AMD is barely breaking even because of its high operating expenses and high leverage. However, the company is currently in the midst of multiple product launches in various markets.

As of September 12, 2017, Nvidia (NVDA) was the fastest-growing stock, rising 185% over the past year, compared to the industry’s 32% growth.

Intel (INTC) is the world’s largest semiconductor company and also the least volatile semiconductor stock, though it has a beta of 1.23.

Intel controls more than 99% of the data center chip market.

In the first half of fiscal 2018 or fiscal 1H18, Nvidia distributed $166 million in dividends and repurchased shares worth $758 million.

Advanced Micro Devices (AMD) recently released its Ryzen 3 series for the budget PC (personal computer) segment.

Advanced Micro Devices (AMD) has upped the core count of consumer CPUs (central processing unit) from the maximum of ten cores to 16 cores.

NVIDIA’s gaming revenues rose 49% year-over-year to ~$1.0 billion in fiscal 1Q18, driven by strong demand for Pascal GPUs.

For fiscal 2Q18, analysts expect NVIDIA to report earnings per share of $0.78, which marks a sequential decline of 8.2%.

AMD’s target capital structure is to maintain a cash balance of up to $1.0 billion. Any amount above this figure would be used to repay debt, which currently stands at $1.5 billion.