69. AMD Market Share 2021, Nvidia’s Lead, Intel’s Future | Semiconductor Analyst Chris Rolland

Oct 7, 2020

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Did wall street see AMD’s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel’s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss.

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0:00 Who is our guest? What does a Sell Side Analyst do?
7:26 Remembering when AMD almost went out of business.
11:00 Nvidia’s Mining Boom (Fortnite boom lol)
15:30 Zen 1 – were Financial Analysts Impressed?
20:33 Intel’s 10nm “Faceplant” & failure to take AMD Seriously
30:11 AMD October 8th (Zen 3) Presentation Expectations
39:40 RDNA 2 Expectations, Thoughts on Turing & Ampere
46:50 AMD’s ability to take Market Share
54:40 How does Wallstreet view Ampere’s Launch?
59:50 The Nvidia ARM Deal
1:05:08 Intel’s Mountain of Cash – how much does it matter?
1:11:05 RISC-V
1:12:47 Is TESLA overvalued?

Chris: https://www.linkedin.com/in/christopher-rolland-6412a179/
https://www.google.com/search?q=amd+stock+price+over+time&rlz=1C1CHBF_enUS857US857&oq=amd+stock+price+over+time&aqs=chrome.0.0l2.3952j1j7&sourceid=chrome&ie=UTF-8
https://www.anandtech.com/show/14407/amd-ryzen-3000-announced-five-cpus-12-cores-for-499-up-to-46-ghz-pcie-40-coming-77
https://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://twitter.com/mooreslawisdead/status/1312822947493670912
https://twitter.com/Avery78/status/1312805847475474434

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