Advanced Micro Devices (AMD) announced the results of sales growth of 44% compared to the previous year in 2022, despite the sluggish performance in the semiconductor industry as a whole.
The area that led AMD’s performance this time was the ‘data center’, where sales of server processors outpaced the decrease in sales in the PC market played a major role. contribute to growth
In the stock market, although a recession is predicted in the semiconductor sector this year, AMD is expected to be one of the few semiconductor companies to grow in 2023. In the actual stock market, the competition between Intel and AMD, which are competing for first and second place in the CPU industry, is expected. AMD’s share price, which performed better than expected this time, rose significantly, overtaking Intel in terms of market capitalization (based on 2/1 closing price)
In the stock market, although a recession is predicted in the semiconductor sector this year, AMD is expected to be one of the few semiconductor companies to grow in 2023. In the actual stock market, the competition between Intel and AMD, which are competing for first and second place in the CPU industry, is expected. AMD’s share price, which performed better than expected this time, rose significantly, overtaking Intel in terms of market capitalization (based on 2/1 closing price)
According to Mercury Research, cited in the media, Intel still has more than 70% share of the server processor market, but in recent years it has experienced a decline in market share as new product launches have been delayed and some customers have developed their own chips.