Intel shares fall in price - AMD in the TOP

In April of this year we predicted falling demand for Intel processors. And so it happened. The result is obvious. In just 4 months, Intel's net loss is $454 million. And AMD is reporting another record in terms of profit and revenue. Moreover, a large share of income falls on processors, and not on video cards.

 

Who is not in the know, under the pressure of sanctions, Intel has remotely blocked its processors in all countries unfriendly to the United States. Yes, the problem is being treated, but there are risks and additional costs are required. Naturally, the demand for Intel processors has plummeted.

Intel is about to change, and not for the better.

 

The situation is very interesting and far from in favor of the No. 1 brand (Intel). In the existing struggle for leadership in the processor market, several brands are wedged at once between Intel and AMD. Moreover, the capture will be immediately in two directions - laptops and personal computers:

 

• China. Loongson, Zhaoxin, Hygon, Phytium and Sunway processors. Yes, they are far from Intel. The process still has a two-digit number. But there is demand in the Indian and Chinese markets. Especially in the business segment. Where the Chinese prefer their own products. Depriving, thereby, foreign companies of income.
• USA. It cannot be ruled out that Apple will expand its line of M1 and M2 processors for non-MAC devices. A very realistic prediction. After all, this is an increase in income for the corporation.
• Russia. Under the sanctions, Baikal Electronics accelerated its adoption of desktop processors. Along with the Chinese, the technical process is still lame, but there are already visible results. As in China, the chips are targeted at industrial enterprises and medium-sized businesses. Where high performance is not critical. Yes, there at Baikal the work with instructions for software is very lame, but a breakthrough in this industry is already noticeable.

Plus AMD. The main competitor in the market, which has long solved the problems with overheating and the need to overclock the cores. Yes, and the price of AMD processors is slightly lower than that of Intel.

It is clear that the corporate segment, where fault tolerance and unlimited power are important, will buy Intel products. Most of the servers run on Xeon. But the consumer market can be easily lost.

By the way, AMD now has a huge chance to knock out Intel from the Russian market. Still, the 100 millionth audience owning personal computers. After all, sanctions can be circumvented by adding China to the chain of dealers, for example. A year is enough to reorient buyers to AMD processors.