AMD Stock Surged to a New High by a Big Deal with Meta

llynnnie
2021-11-09

The reasons why $AMD(AMD)$ stock surged to a new high:

  • Chipmaker AMD just scored a big deal with Meta
  • AMD's first Zen 4 CPUs include a 128-core chip built for the cloud

Advanced Micro Devices AMD is about to enter the metaverse. According to Yahoo Finance, "The chip giant said its EPYC chips were selected by $Meta Platforms, Inc.(FB)$ to help power its data centers at its virtual Accelerated Data Center Premiere event Monday. AMD explained the two companies worked together to develop a high-performance, power-efficient processor based on the company's 3rd Generation EPYC processor."

The company's third quarter performance helps to explain the stock's meteoric ascent. Sales rose 54% from a year ago to $4.3 billion. Earnings per share surged 134% year-over-year.

On the other hand, AMD has unveiled its first processors based on its new Zen 4 architecture. AnandTech notes AMD has outlined its early Zen 4 roadmap during a virtual data center event, and the first two CPU families are Epyc chips aimed at servers and other heavy-duty computing tasks.

The first, nicknamed Genoa, is built for general-purpose computing and packs up to 96 cores (thanks in part to a 5nm process) as well as support for DDR5 memory and PCIe 5.0 peripherals. It arrives sometime in 2022, and partners are sampling chips now.

Another one, Bergamo. It's designed for cloud computing and emphasizes core density — AMD is promising up to 128 cores in a single CPU. The design relies on a modified Zen 4c architecture (the C is for "cloud") that offers similar functionality, but optimizes cache and power consumption to boost the core count and offer as many processing threads as possible. Bergamo doesn't surface until the first half of 2023, but it may be useful for internet giants juggling many simultaneous users.

So, are you interested in semiconductor stocks? 

Which SEMICONDUCTOR stocks do you prefer?

$NVIDIA Corp(NVDA)$ $AMD(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $Micron Technology(MU)$ $ASML Holding NV(ASML)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

举报

评论（372）

  • 推荐
  • 最新
  • Fenger1188
    ·2021-11-09
    目前芯片短缺几乎影响了从汽车、游戏机到显卡在内的所有电子产品，疫情开始时，汽车厂商不得不暂停生产并大幅缩减芯片订单，然而在疫情期间因远程工作对个人电脑和游戏机的需求创下新的纪录。不过随着各国逐渐开放， 明年有望解决芯片不足。大力看好两大半导体巨头 $高通(QCOM)$ $英伟达(NVDA)$ 。
    回复
    举报
  • hengsley
    ·2021-11-09
    本来就看好 $AMD(AMD)$ 现在又拿到 $Meta Platforms, Inc.(FB)$ 订单， 未来一定大好，股价[Call][Call][Call]
    回复
    举报
  • Alvinlimsg
    ·2021-11-09
    我们未来在科技行业要做的很多事，都会不可避免地引领我们走向元宇宙，甚至不管我们是否愿意。从这个角度出发，未来必往这方向前进。元宇宙和AI人工能撑起 $英伟达(NVDA)$ 有个灿烂的未来，看好它， 在等待机会买入股票作为长期投资[财迷][财迷][财迷]
    回复
    举报
    收起
  • DesInvestorL
    ·2021-11-09
    $ASML Holding NV(ASML)$ seems like a good investment and $GLOBALFOUNDRIES Inc.(GFS)$ focuses in a different manufacturing sector too
    回复
    举报
  • MeCan
    ·2021-11-09
    $Micron Technology(MU)$ owned by many institutions!
    回复
    举报
    收起
    • llynnnie: 
      It seems you are from a giant enterprise…
      2021-11-10
      回复
      举报
  • CYKuan
    ·2021-11-09
    Microchips is an important part (small brain) in cellphone, laptop, electric car, consumer's products, high tech products, environmental friendly products, security products etc.
    $NVIDIA $GLOBALFOUND
    回复
    举报
  • LeeSJ
    ·2021-11-09
    Semiconductor should still be able to grow in the next few years, if i have to choose, will go for TMSC... NVDA is a bit expensive to me.
    回复
    举报
  • judy1965
    ·2021-11-09
    Shortage of chips will bring these stocks going up.
    回复
    举报
  • Mrzorro
    ·2021-11-09
    Semiconductor still will be needed in future... Buy $NVIDIA Corp(NVDA)$!
    回复
    举报
  • Chip77
    ·2021-11-09
    $NVIDIA Corp(NVDA)$ $AMD(AMD)$ Both companies have clear business direction under capable leadership. The results for past quarters don't lie. For me, the sky is the limit for these two companies.
    回复
    举报
  • AlphaOmega
    ·2021-11-09
    Go along the flows, the money will come along.
    回复
    举报
  • yida1810
    ·2021-11-09
    $AMD(AMD)$ $英偉達(NVDA)$ 這兩個才是擁抱未來的芯片龍頭，尤其看好AMD 成長空間還是很大的
    回复
    举报
  • Investoro
    ·2021-11-09
    looking at $GLOBALFOUNDRIES Inc.(GFS)$ as a cheaper Nvidia option
    回复
    举报
  • Chin0927
    ·2021-11-09
    $英特尔(INTC)$ $英伟达(NVDA)$ $AMD(AMD)$ is good stock to hold for long term, n the technology is a global trend now,is no need to worry them, jz be patient n hold
    回复
    举报
  • 3033H
    ·2021-11-10
    I am vested in AMD, ON, Marvell and Skyworks. Prefer to spread out then bett ing on just one.
    回复
    举报
  • trevor_t3
    ·2021-11-10
    vested in $AMD(AMD)$ , the management is very capable but one downside is that AMD is not manufacturing their own chips
    回复
    举报
    收起
    • xiaojn回复Lulup: 
      ok
      2021-11-10
      回复
      举报
    • Lulup: 
      ok
      2021-11-10
      回复
      举报
  • MilkTeaBro
    ·2021-11-10
    AMD good company, without Meta concept, still one. we need chips to build visual world. And chips are applied in every industry.
    回复
    举报
    收起
    • Bellatrixi: 
      I agree, with or wothout Meta, AMD will be fine
      2021-11-11
      回复
      举报
  • ZYWEE
    ·2021-11-10
    Tsm has been good but in terms of innovation of the taIwanese company i am not sure. With us companies doing own chips.
    回复
    举报
  • Residue
    ·2021-11-10
    Is Jerry Sanders III still around ?
    AMD not only manufactures it’s on chip but also tests it’s owned chip. F2B
    Spent huge amount on R&D.
    One of the BEST Employer in the entire world.
    Above is FYI.
    回复
    举报
  • KYHBKO
    ·2021-11-10
    $NVIDIA Corp(NVDA)$ and $Micron Technology(MU)$ have great potential to go further.
    回复
    举报