AMD is set to to be the big winner from Intel's stumbles, Morgan Stanley says

markets.businessinsider.com | 6/20/2018 | Staff
tiazanne (Posted by) Level 3
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Intel is struggling to produce the next generation of computer chips.

AMD could pick up the slack as Intel lags in producing 10-nanometer chips, Morgan Stanley says.

Bank - Price - Target - AMD

The bank increased its price target for AMD from $8 to $11.

Follow AMD's stock price in real-time here.

Computer - Chips - Size - Everything

When it comes to making computer chips, size is everything.

As chipmakers race to produce chips using the next generation technology 10-nanometer node, Intel has stumbled. And now that its chips — originally expected in 2017 — aren't expected in mass quantities until the end of this year, there's room for AMD to pick up some market share, Morgan Stanley said Wednesday.

Intel - Performance - Gains - Nm - Nm

"While we expect Intel to continue to crank out performance gains on 14 nm while they wait for 10 nm to become more commercial, the process node advantage may have swung from Intel to AMD,a strong and surprising...
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