Not long ago, amd friends had to announce at the financial report meeting that the 7Nm process would be postponed for half a year to a year. As soon as the news came out, AMD's share price soared, and its market value recently exceeded 100 billion US dollars. This incident also makes some people think that AMD's success in recent years is not entirely due to their own credit, but a large part of it is "set off by friends". AMD's processors are more advantageous in terms of performance, technology and cost performance.
However, those who believe that AMD is successful only by luck are obviously not right. Cowen analyst Matthew Ramsay met with AMD CEO Su Zifeng a few days ago, and then published a new research paper,It raised AMD's target share price from $90 to $100, and its rating also outperformed the market.
He is so optimistic about AMD, because he recognized AMD's own competitiveness. Relying on product innovation, AMD's revenue and profits still have a large range of growth in the future.
Amd points out that,Consistency of the roadmap, reliable execution and close cooperation with customers are key to ensuring growth.
When it comes to the road map, amd has shown a different image in recent years. Since the first generation of Zen processor was launched in 2017, amd has been improving the Zen architecture every year. Even though there are still many tea gaps in the first generation Zen, the continuous and stable improvement still bears fruit.
With a Zen、Zen foundation, the launch of the 7 processors in 2019 to make AMD really turn over, Ruilong, Xiaolong series has been in the desktop, server and notebook three major areas, deeply recognized by the market and consumers.
At the end of this year, AMD will also launch a zen3 processor. There are many reports on the network, With the improved architecture and 7 nm process, Zen3 IPC is expected to improve 10-15, and single-core performance is expected to lead.