Intel shares rose 6.2% yesterday, which may be rare in the last year or two. We all know that Intel faced a lot of pressure under the competitive pressure of AMD and the decline of the PC market, but the situation is different now.
Susquehanna analyst Christopher & middot; Roland raised Intel's share price from negative to neutral. His view on Intel has changed. Last year, he was still talking about the semiconductor cycle peaking, facing inventory overstock and other problems. Now that the worst contraction in the consumer market, such as PC and mobile phones, is over, inventory is normalizing, and there has even been an early surge in demand.
In the case of Intel, although there are still some problems, the company has made improvements in his previous concerns.
He had three worries about Intel before. the first is the competition of AMD. Everyone knows that AMD has grabbed a lot of market share before.Now the AMD also can not move, Intel is much more competitive, the 12th and 13th generation core performance tests and market performance are very good.
Now the AMD also can not move, Intel is much more competitive, the 12th and 13th generation core performance tests and market performance are very good.
The second concern is the management team, which now seems to be performing well.
The third worry is about the process. The 10nm node is in trouble.However, with the launch of Sapphire Rapids processors, Intel has no news of new ticket jumps, and no news is good news.
Sapphire Rapids is the fourth-generation Xeon scalable processor released in early January, and Intel said yesterday that this generation is the highest-quality and most customer-supported processor in its history.
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