ENTITY
Advanced Micro Devices

Advanced Micro Devices (AMD US)

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Analysis
Information TechnologyUnited States
Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.
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04 Aug 2021 07:08

U.S. Equity Strategy: Buying Semiconductors, Auto Dealers, and Asset Mgmt/Custody Banks

Despite our overall cautious outlook, several areas are attractive and buyable, including: Semiconductors, Auto Dealers, and Asset Management...

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bearishIntel Corp
27 Jul 2021 21:59

Intel: Changing Names Doesn’t Accelerate a Roadmap

Intel held a technology roadmap update yesterday...the key changes were literally in name only. We'll believe Intel jumping 5 nodes in 4 years when...

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bearishIntel Corp
25 Jul 2021 23:27

Intel 2Q21: Where Do Margins Go?

Intel's growth and margin picture is still deteriorating. We think the proposed acquisition of Global Foundries may accelerate Intel’s demise.

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bearishIntel Corp
20 Jul 2021 11:07

Figuring Out the Intel/GLOBALFOUNDRIES Deal

Should Intel acquire GLOBALFOUNDRIES as has been rumored?  While this would help Intel to achieve its stated goals more rapidly, those goals seem...

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Jim Handy
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bearishIntel Corp
17 Jul 2021 05:12

Why Would Intel Buy Global Foundries?

We think its a bonkers idea for Intel to acquire Global Foundries. Unless it wants to accelerate its margin demise. We would increase a short...

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