On the evening of September 21, Beijing time, Sina Technologies News, Jefferies, the Wall Street investment bank, reported today that the market share of rival AMD is expected to increase from 10% to 30% due to a serious shortage of Intel processors.
Intel had planned to launch a 10-nanometer processor this year, but had to postpone it until the second half of next year due to technical reasons. Therefore, this year will still be dominated by 14 nanometers. But according to PC manufacturers, Intel's new 14-nanometer processors are in short supply and could affect PC sales in the second half of this year.
In response, Fury analyst Mark Lipacis said in a report today: "There are reports that the fourth quarter of this year to the second quarter of next year, Intel PC processor supply is insufficient. We believe that AMD, our competitor, will win a share in the high-end PC and server markets over the long term.
Fubon, the research firm, has previously said that up to 30% of HP's consumer PCs will use AMD processors next year. In addition, DELL will adopt more AMD processors in commercial PC.
To this end, Heath predicted that AMD market share is expected to increase from 10% to 30%. Furui believes that although the share price of AMD has increased substantially this year, it will continue to grow in the future. Therefore, Fu Rui raised the AMD target share price from 30 US dollars to 36 US dollars. (Li Ming)
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