Stocks Analysis by The Tokenist (Timothy Fries) covering: Intel Corporation, Qualcomm Incorporated, Apple Inc, NVIDIA Corporation. Read The Tokenist (Timothy Fries)'s latest article on Investing.com
AMD increased its year-over-year revenue by 9% to $5.8 billion while increasing its net income by 881%, from $27 million to $265 million. The company also improved its operating margin by 5 ppts YoY.
Over the period, AMD remained flat at 12% market share, with its 19% AIB share in Q4 ‘23 overtaken by Nvidia back to 12% in Q1 ‘24.AMD’s CPU Offering Steadily Encroaches Intel This is unsurprising given the deluge of instability issues reported by buyers of Intel’s 13th and 14th generation of CPUs since late 2022. Most recently, Intel confirmed the issue as an unbalanced operating voltage, with no sign of mass recalls. Moreover, the affected CPUs are to be considered permanently degraded.
Likewise, Nvidia’s latest Blackwell architecture will feature TSMC’s 4NP manufacturing. This once again stands Intel out of the fabless crowd. Although AMD’s MI300X MI325X is expected to offer a superior cost-to-price benefit compared to Nvidia’s H100s, Nvidia’s GB200 Grace Blackwell Supership will likely be the go-to AI chip.
Although Intel received the CHIPS Act’s $8.5 billion grant for its costly foundry development, negative sentiment, courtesy of Raptor Lake instability issues, offset this.
Qualcomm Incorporated Apple Inc NVIDIA Corporation
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