The research firm Wedbush, through its analyst Matt Bryson, is optimistic about the future of the AMD market share in processorssince he has estimated that the chipmaker will not lose in this regard until 2025. Moreover, his prediction indicates that it will continue to grow at the expense of its great rival in the segment, Intel.
Bryson has exposed his predictions about the three giants of the chip within the x86 spectrum in an interview granted to the CNBC network, which were said on the day that the US senate passed a chip bill with a multimillion-dollar proposal to boost chip production Americans, since currently only Intel is capable of manufacturing products with advanced technology, while other companies such as Taiwan Semiconductor Manufacturing Company (TSMC) have been reducing the dominance of the North American country in that sense (and for more than one it has bowed ).
AMD, which for years has entrusted the manufacture of its processors to the aforementioned TSMC, could benefit indirectly from the recently approved law because the Taiwanese company could receive part of the funds to continue with the construction of its facilities in the state of Arizona.
Bryson is confident enough in the strength of AMD enough to say that its market share will continue to grow in the years 2023 and that at the earliest its streak would end in early 2024. From that point it seems that everything will depend on the movements that the company itself and its great rival in the x86 processor sector decide to make.
A separate case is that of NVIDIA, about which Matt Bryson is not so optimistic despite acknowledging that it is one of the giants in the graphics processing market thanks mainly to its clear dominance in the artificial intelligence segment. The apparent bursting of the cryptocurrency bubble has reduced demand around its dedicated graphics, a fact that is not yet fully being reflected in the corporation’s revenue or share value.
Talking about IntelBryson is optimistic that this company will receive many subsidies from the government that will allow it to carry out an aggressive roadmap to renew its chip factories. Like TSMC, Intel is also expanding its facilities in Arizona and has devised a new capital spending plan in which it only plans to invest when there is demand for its products. Among the goals is to dethrone TSMC as the leader in contract chip manufacturing, especially seeing that Apple turned its back on it not long ago in favor of its own ARM processors made by the Taiwanese company.
In short, the new chip law approved in the United States may be a turning point in the processor market, with Intel and TSMC as companies that could benefit (although the Taiwanese company will surely have to meet certain requirements) . Intel has the opportunity to launch a revolution and AMD will continue to have, at least for now, the wind in its favor.
