Was passiert gerade bei AMD? Der Rosenblatt-Analyst geht davon aus, dass der Marktanteil von AMD von 1 % auf 25 % ansteigen kann!
Rosenblatt Securities analyst Hans Mosesmann told CNBC:
Make no mistake, Intel is going to have to fix this and it will take many, many, many years. Their process technology disadvantage, which I think is broken, will take five, six, seven years. I don’t think that business model works by them being behind by a year or two in terms of process technology.
AMD is preparing to introduce 7-nanometer chips later this year and Intel remains stuck a 14-nanometer technology, although the chipmaking giant has promised 10-nanometer technology for years. Mosesmann thinks AMD, which today claims about 1% of the market, could attain a market share of some 25% "over the next several years.”
Rosenblatt Securities analyst Hans Mosesmann told CNBC:
Make no mistake, Intel is going to have to fix this and it will take many, many, many years. Their process technology disadvantage, which I think is broken, will take five, six, seven years. I don’t think that business model works by them being behind by a year or two in terms of process technology.
AMD is preparing to introduce 7-nanometer chips later this year and Intel remains stuck a 14-nanometer technology, although the chipmaking giant has promised 10-nanometer technology for years. Mosesmann thinks AMD, which today claims about 1% of the market, could attain a market share of some 25% "over the next several years.”
& Profi-Tools von
