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AMD's 7nm inventory had a hu
According to some analysts, the shares of advanced micro-peripherals (NASDAQ: AMD) could further increase, revealed that the chip maker continued to erode Intel's market share in processor space.
Baron, Christopher Rolland of Susquehanna Financial Group, said he believes AMD has captured 25 percent of the global desktop processor market with its Ryzen central processing units.
AMD continues to grow with 7nm products
Rolland's message was quite simple: AMD continues to increase sales with Ryzen desktop SKUs. Mr. Rolland discovered that Ryzen's cumulative deliveries of the personal computer class were more than 20% greater than AMD's in 2018.
What's even more exciting for AMD's investors is that much of this data was based on older Ryzen chips from the 2000 series, based on Global Foundries' older 14 nm technology. The company's new 3-core, 7-nm processor series, manufactured at TSMC, has garnered much acclaim from industry enthusiasts and analysts.
The chart above shows slippery monthly sales data for a year up to August 2019, in which we see two sales periods including AMD's new 3000 line of Ryzen products. According to German retailer Mindfactory, the Ryzen 3600 represents almost the entire range of Intel processors.
The semiconductor company based in Palo Alto, California, is not there either. We announced yesterday that new six-core budget offers will soon be available in stores, which should help to complete the bottom end for budget-conscious buyers.
Of course, Mindfactory.de sells only to fans who build their own platforms, and AMD has almost never been found in many vendors such as Dell and HP. AMD understands this and can not do much more in the pre-built space as long as its 7nm APUs will not be distributed to partners next year.
Current Ryzen 2000 and 3000 models require an additional graphics card to allow video output, making it a poor fit for ordinary pre-blocks. We can say with at least a reasonable level of certainty that the qualities that make the Ryzen 3000 Series popular with buyers (high CPUs and CPIs in terms of cost and efficiency) should also be reflected in the market. OEMs.
Tightening of supply at 7 nm of TSMC slows down AMD
However, everything is not rosy for the company, according to Rolland. The analyst also indicates that an imminent shortage of production capacity from TSMC's 7-nm production lines could hinder and limit AMD's growth prospects for the time being.
Example: try to find an AMD 3900X for retail MSRP! The 12-core range rollovers are sold as soon as they are listed. If this occurs several months after the launch, it clearly indicates that the application is simply not satisfied. AMD leaves recipes on the table because it can not get enough orders of platelets ordered from its only capable supplier.
Second concrete example: AMD postponed the commissioning of its flagship unit Ryzen 16 main units until November, almost certainly because of the limited stock of its chiplets.
To further complicate matters, we reported earlier this week that the plant could face even longer production lead times due to increasing demand for its 7nm products. It must be suspected that AMD quickly approves the 7nm Samsung manufacturing plants supported by the EUVs for its future products.
The supply shortfall is why Susquehanna does not increase its forecast for AMD and leaves its price target at $ 34 a share, about 14% higher than current levels.
AMD's shares closed today at $ 30.05, remaining relatively close to their 35-week high of 35 weeks in the last three months. AMD is up 66% for the year and easily surpasses Intel (NASDAQ: INTC) (9.5%) and NVIDIA (NASDAQ: NVDA) (30%), its two closest competitors since the beginning of the year. year.
Finally, the season of results is approaching again! AMD is expected to report its performance in the third quarter around the third or fourth week of October. We reported second-quarter results here, and the day's headline was that the company was headed for an unlikely third quarter, which the chip maker is currently finishing in a few weeks. As always, we will have daily coverage of AMD's financial results here at Wccftech!
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