AMD Ryzen 3000 and Epyc CPUs could seriously threaten Intel, say analysts
Wall Street analysts believe AMD’s gains will accelerate with Zen 2
When you purchase through links on our site, we may earn an affiliate commission.Here’s how it works.
AMDhas made big waves at Computex by showing off itsRyzen 3rd Generationand Epyc processors (not to mentionNavigraphics cards), and Wall Street analysts appear to agree with the general sentiment that these products are going to cause even more trouble for Intel.
AMD’s Ryzen chips have already gone from strength to strength of late, and have capitalized onIntel’s manufacturing woes, and although the latter production issues should be resolved soon – Intel has mentioned that everything should be smoothed over by the third quarter – analysts still believe AMD currently holds all theprocessorcards with its incoming 7nm (Zen 2) CPUs.
Kevin Cassidy, a semiconductor equities analyst at Stifel, reaffirmed his ‘buy’ rating for AMD and said that: “[Zen 2 will allow AMD] to accelerate its PC market share gains due to higher performance, lower power usage, lower cost and ease of upgrade.”
Cassidy further noted: “This announcement represents the first time AMD has taken the desktop CPU process-technology and performance lead from Intel in its 50-year history.”
Matthew Ramsey, an analyst from Cowen who deals with the semiconductor arena, observed: “Our team attended CEO Lisa Su’s Computex keynote Monday in Taipei that highlighted several 7nm products set to launch over the next six months across all of AMD’s served markets. We anticipate these products will drive above-consensus growth, share gains, margin expansion and AMD share appreciation.”
Ramsey highlighted Epyc server processors in particular, anticipating that AMD will do ‘very well’ in the data center market and cloud computing with those heavyweight 7nm chips, and currently has an ‘outperform’ rating on AMD’s stock.
Stealing the show
Ramsey also felt AMD stole the show at Computex, as MarketWatchreports, andwe are in agreement with thatfollowing our detailed coverage of the event.
Are you a pro? Subscribe to our newsletter
Sign up to the TechRadar Pro newsletter to get all the top news, opinion, features and guidance your business needs to succeed!
Clearly, then, Intel needs to fight back and regain some momentum, because as we’ve seen of late, CPU sales seem to be heavily in favor of AMD (with Ryzen chips selling twice as many as Intel’s, no less, at least according tofigures from one retailer).
Perhaps unsurprisingly, AMD’s stock shot up almost 10% yesterday, and the company will be feeling pretty good about things no doubt, particularly on the processor front.
Naturally, we’ll only know exactly how good theseRyzen 3rd Generation CPUsare when we get them in for testing, though.
Equally, on the GPU front, the hope is that Navi (Radeon RX 5000 range) will also be able to grab some turf back fromNvidia’s GeForce graphics cards, with AMD claiming an incoming RX 5700 offering will outdo theRTX 2070to the tune of around 10%. Again, we shall just have to see if those promised performance levels stack up, and of course pricing will be key.
ViaWccftech
Darren is a freelancer writing news and features for TechRadar (and occasionally T3) across a broad range of computing topics including CPUs, GPUs, various other hardware, VPNs, antivirus and more. He has written about tech for the best part of three decades, and writes books in his spare time (his debut novel - ‘I Know What You Did Last Supper’ - was published by Hachette UK in 2013).
Google puts Nvidia on high alert as it showcases Trillium, its rival AI chip, while promising to bring H200 Tensor Core GPUs within days
A new form of macOS malware is being used by devious North Korean hackers
Quordle today – hints and answers for Saturday, November 9 (game #1020)
