● AMD,After closing on 10/31We plan to announce financial results for Q3 (July-September) on 23
● According to the moomoo app, your feetmarket consensusWell then AMD 23/Q3 (July-September)turnoverIs up 2.32% from the same period last year56.94 billiondollars,PESA significant increase of 412.5% compared to the same period last year$0.21and predictions
● The view is that favorable financial results and guidance that exceed Intel's expectations may have a positive impact on other semiconductor companies, including AMD
● Pay attention to AMD's AI chips. Amid the opportunity for AI to rapidly spread throughout the industry, there is also optimism that it will overtake Nvidia
PC business
According to Gartner, 2023Q3'sGlobal PC shipmentsIs64.3 million units, down 9% from the same period last year and up about 8% from the previous fiscal yearThe momentum of recovery in PC demand is accelerating. $Advanced Micro Devices(AMD.US)$Q3 sales growth is expected to benefit from improved PC demand.
$Intel(INTC.US)$According to the financial results on the 27th, the PC market will be 270 million units in 2023, 2024...