Asia and Global Semiconductor and Tech Research

Andrew Lu

Former Head of Asia ex-Japan Semiconductor and TFT-LCD/Touch Research at Barclays and Citi Bank, Former Head of Technology at 國金證券

Thoughts on Amazon –What Does Its Valuation Tells Us?

Netflix & Amazon Expand in Korea – Not a Coincidence

Okja: The Fight Between Netflix Vs. CJ CGV

Equity Bottom-Up

Advanced Micro Devices / Equity Bottom-Up

<h2>Summary</h2><ul>
<li><em><strong>A new AMD CPU at less than 50% of Intel one</strong>: AMD announced Ryzen 7 x86 CPUs for PC gamers, creators, and enthusiasts to be performance comparable to Intel Core i7-6900K's but will be selling at less than half price of US$1,028 for Intel CPU. </em></li>
<li>
<em><strong>A gaming CPU price war will begin</strong>: Given the price, performance, and thermal design power advantages on these new AMD x86 CPUs, we expect an inevitable trend for Intel to lose 10ppts shares or more to AMD in the next 12 months unless Intel will cut</em>…</li>
</ul>

Summary
A new AMD CPU at less than 50% of Intel one: AMD announced Ryzen 7 x86 CPUs for PC gamers, creators, and enthusiasts to be performance comparable to Intel Core i7-6900K's but will be selling at less than half price of US$1,028 for Intel CPU. 

A gaming CPU price war will begin: Given the price, performance, and thermal design power advantages on these new AMD x86 CPUs, we expect an inevitable trend for Intel to lose 10ppts shares or more to AMD in the next 12 months unless Intel will cut…


Will a Gaming CPU Price War Between Intel and AMD Begin?