Analysts are looking at Intel's threat from AMD – Advanced Micro Devices, Inc. (NASDAQ: AMD)

After the benefits of yesterday's AMD (NASDAQ: AMD), Mark Lipacis, an analyst at Jefferies, was commenting that AMD could not compete with Intel (NASDAQ: INTC) "in a sustainable way, because the difference in size and resources. "

Lipacis notes, however, that AMD is working with TSMC (NYSE: TSM), which is doing the "bulk of the work" at the next development of the process node. TSMC customers include Apple and Xilinx. So it's more Intel than AMD, Apple, Xilinx and Nvidia.

The analyst maintains a purchase rating and a price of 34 USD.

In search of Alpha energy to surpass Beyond The Hype, AMD says has entered a "hyper growth with production in Rome" starting in the second quarter and continuing for several quarters or years. The analyst notes that AMD has guided 20% growth for the second quarter, while Intel has declined for the quarter.