Increasing competitive pressures will begin weighing down shares of Advanced Micro Devices , according to Bank of America. Analyst Vivek Arya downgraded the semiconductor stock to neutral from buy and cut his price target to $155 from $180. The new forecast is still 11% above where shares closed on Friday.
"AMD does have a strong presence at Microsoft, Meta and Oracle, but their capex requirements for NVDA's premium Blackwell could also limit share gain opportunity for AMD MI products. ... , we continue to see NVDA at 80%+ accelerator share, custom chips 10-15%, with remaining shared by AMD and range of start-ups." As a result of these headwinds, Arya lowered his 2025 AI GPU forecast for the company to $8 billion from $8.
대한민국 최근 뉴스, 대한민국 헤드 라인
Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »