Advanced Micro Devices NasdaqGS:AMD Voorraadrapport

Key Takeaways Expansion and optimization of AI-focused products, like the MI300 and MI325 GPUs and EPYC CPUs, position AMD for growth in the data center market. Strategic acquisitions and new product launches aim to enhance AI infrastructure and capture consumer segments, potentially boosting revenue and improving margins.

Key Takeaways Revenue growth will improve and then slow due to cyclical nature of chip demand There will be an inevitable plateau in AI investment Competition between CPU and GPU producers will intensify due massive long term potential This will result in very high R&D spend by all three, particularly AMD AMD’s revenue growth accelerates then falls into single digits by 2028 Catalysts Industry Catalysts CPU Demand Will Accelerate in 2024 and 2025, but Decelerate Again by 2028 CPU sales for the client segment is likely to accelerate rapidly as inventories have fallen and a new replacement cycle is overdue. Within the datacenter segment growth will be more measured.

Key Takeaways AMD's focus on thermal efficiency and new node advancements will see them overtake Intel in desktop CPU sales. AMD pricing strategy to undercut Nvidia in the Low-Mid end GPU markets will be a huge growth driver in the gaming segment.