Analysts at Rosenblatt Securities, for example, are surprised at the low-key reaction of the stock market to the output of these processors. As you can see, last week the announcement of EPYC inspired investors, but we can not say that the share price of AMD soared to the skies and remained at a new level - some correction was observed.
According to the forecasts of Rosenblatt Securities, the stock price of AMD could well grow to $ 20, and the company's share in the server, desktop and laptop processor market in terms of revenue may exceed historical highs, reaching 18-20%. If you consider that the total capacity of these segments of the market reaches $ 45 billion, then AMD will be able to claim about $ 9 billion of them. If to speak about the natural expression, then the company may well occupy a quarter of the processor
market, which already happened earlier in 2006.
However, the specialists of Morgan Stanley do not share the optimism of some colleagues regarding the prospects of AMD EPYC processors. First, they believe that multi-chip layout will inevitably negatively affect some applications that require high bandwidth of the memory subsystem. Secondly, Intel will release its Skylake-EP processors in the third quarter, and this can change the alignment of forces. However, some experts believe that Intel will have to lower the prices of its server
processors in order to successfully withstand the onslaught of AMD EPYC. Related Products :
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