Intel's accidental losses caused the stock price to plummet.

In the world's chip industry market, there are two giants that can be described as a model of falling in love with each other. This is Intel and AMD. For a long time, Intel has steadily occupied the market head. AMD has been the second child for many years. The accidental loss of Intel's financial report triggered a sharp decline in the stock price. AMD successfully overtaken Intel. Many people are asking AMD to have the opportunity to surpass Intel's throne?

1. AMD once again surpassed Intel?

According to Wall Street, last Friday, Intel's market value was once again overtaken by AMD.

In the end of the US stock market, Intel fell 8.56%, and the market value fell to less than 148.5 billion US dollars. On the other hand, its old opponent AMD rebounded significantly after the stock price bottomed out in early July. On Friday, it increased its market value to 153.1 billion yuan with a 3.05%increase.

The reason for stimulating the plunge of the "blue giant" stock price is its second quarter financial report. The financial report shows that Intel's Non-GAAP revenue in the second quarter was only $ 15.3 billion, a decrease of 17%year-on-year, the largest decline in 1999, far below the analyst's previously expected $ 17.66 billion. At the same time, the company changed from profit to a loss of $ 500 million in the quarter, while the profit was $ 5.1 billion in the same period last year.

In 2019, with the blessing of TSMC's advanced process, AMD's Zen2 processor was initially appeared. In the Zen3 period, almost all of the performance indicators of AMD chips surpassed the same period of Intel products. As AMD blooms in multi -business layout such as AMD in CPU, GPU, data center, AMD's stock price continues to soar, and AMD's stock price has also pulled a wave of "index level". In 2015, AMD, who had just stepped out of the bankruptcy, was the lowest in the stock price of only $ 1.61; in 2021, the annual turnover and profit of the strong return of AMD reached a record high, and the stock price soared, with a maximum of $ 164. In just 6 years, AMD's stock price has risen more than 100 times.

2. Who is AMD and Intel?

We see that AMD currently surpass Intel to become the hegemon of the chip industry, but many people are talking about such a model. Is it really good news? How do we think of Intel's stock price decline and decline in the stock price caused by the negative financial report's financial report. AMD's current transcendence?

First of all, for the current perspective of the entire capital market, Intel has caused the decline in the entire market's performance due to the decline in the stock price, and even the stock price has performed very badly. This is a short -term phenomenon and a short -term state. Therefore From the perspective, in fact, the capital market will rise and fall every day. As long as it is a trading day, there will be rising and falling, so the grievances from this perspective may not end so quickly. Intel is not completely hopeless at all, it can only be unwilling, but it can only be. It is said that Intel is currently in a relatively weak state, and AMD is in a relative advantage, which is why the current Intel and AMD fluctuations are relatively large. Therefore, the changes in stock prices and market value in a short period of time cannot prove that AMD has completely surpassed Intel.

Secondly, although we say that the changes in the stock price are insufficient to explain what kind of state is between AMD and Intel, but the market performance of the market in recent years can still explain the problem. Intel has been called a toothpaste factory by the market. In the state of squeezing toothpaste to promote the development of its own business, so the market development level of Intel's processor itself is relatively bad, but AMD has counterattacked in this regard. We can see that AMD has been cost -effective in these years. In terms of processor performance, it has begun to surpass Intel. Intel seems to have some honesty and old -fashioned state in this regard. Although we can say that Intel's previous strategy is a wolf raising strategy, Intel seems to have some difficulty in people. After all, as a core hardware manufacturer, how is your hardware the most critical? If Intel failed to make breakthroughs in the hardware field, there may still be a large market gap in this aspect.

Third, from the perspective of long -term market development, Intel is a thin and dead camel than the horse after all. A comprehensive transcendence of Intel may be unknown. If Intel really starts to sneak down to study the product and work hard, the gap between AMD and Intel may still exist. Therefore, for the current AMD, you may have to seize the opportunity to quickly improve your differentiated competitive advantage, and whether Intel should also reflect on himself and quickly get serious.

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