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Another Hit Piece to tank AMD & Intel
$Advanced Micro Devices (AMD.US)$ $Intel (INTC.US)$ There is another "recycled" hit piece today (this time by Wall Street Journal) to spread FUD on AMD & Intel. Source: China tells telecom carriers to phase out foreign chips in blow to Intel, AMD - WSJ | Reuters
Just read the 1st para in the linked article ->
"April 12 (Reuters) - Chinese officials had earlier this year directed the nation's largest telecom carriers to phase out foreign processors that are core to their networks by 2027, a move which would hit American chip giants Intel and Advanced Micro Devices, the Wall Street Journal reported on Friday."
"earlier this year" means it is not new. Why only report now? There was already a recent report abt China phasing out the use of Intel & AMD CPUs in govt computers which was not expected to have material effect on AMD's revenue (Source: Overall impact of China's potential chip ban won't be that big, says Bernstein's Stacy Rasgon (youtube.com).
It is also strange that "foreign processors" only mean Intel & AMD. They will also exclude chips from Qualcomm, Broadcom, Samsung, Nokia, etc. There is also no mention of nVidia. nVidia is a powerhouse in datacentre networking technology.
I m not ignorant of the fact that China & US are playing punk with each other but articles/reports like this targetting only specific companies in a consistent fashion are obviously malicious.
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Master Corgi : Trying your outmost best to protect your baby
digimonX OP Master Corgi : I m only stating facts.
Master Corgi digimonX OP : You really spent a lot of time doing this hahaha it’s hilarious
digimonX OP Master Corgi : Yes, I spend a lot of time reading abt companies, products, performance, management team, competition, etc before & when I invest. When I see something e.g. news/updates, I know what I m doing/saying/responding. In fact, I think all serious investors should do this. I don't know why this is hilarious to u.
Master Corgi digimonX OP : Cause everytime there’s a bad news you are quick to post something here
digimonX OP Master Corgi : I don't remember I post "everytime" there is bad news. I only respond to people spreading FUD.
BGSR : From 2022 to 2023, among the 200,000 servers purchased by China's three major telecom carriers, domestically produced servers accounted for 26.7%, AMD accounted for 2.4%, and Intel accounted for 70%. So not much market shares for AMD to lose.
digimonX OP BGSR : Hi, thanks for posting. Do u mind sharing the source of the stats?
BGSR digimonX OP : 1-5 Intel, 6 AMD, 7 domestic, source： $ZTE (SZ000063)'s $13 billion server procurement bid! ZTE is number one again! China Telecom server collection and implementation: ZTE, Ziguang Huashan full standard... - Snowball
macfan28 : Wow, this is good intel! Good work there BRSG!
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