Research firm Wedbush sees the future optimistically through its analyst Matt Bryson AMD’s processor market shareas he estimated that the chipmaker will not lose in this regard until 2025. Moreover, his forecast suggests that it will continue to grow at the expense of its big rival in the segment, Intel.
Bryson revealed his predictions for the three chip giants in the x86 spectrum in an interview with CNBC on the day the US senate passed the chip bill with a multi-million dollar proposal to increase chip production Americans, because currently only Intel is able to produce products with advanced technology, while other companies such as Taiwan Semiconductor Manufacturing Company (TSMC) limit the dominance of the North American country in this sense (and in more than one they have bowed).
AMD, which for years outsourced the production of its processors to the aforementioned TSMC, could indirectly benefit from the recently passed law, as the Taiwanese company could receive some of the funds to continue building its facilities in the state of Arizona.
Bryson is confident enough in the force AMD likes to say that its market share will continue to grow in 2023 and that its streak will end in early 2024 at the earliest.. From now on, it seems that everything will depend on the moves that the company itself and its big rival in the sector of x86 processors decide to make.
A separate case is NVIDIA, which Matt Bryson is not so optimistic about, although he acknowledges that it is one of the giants in the graphics processing market mainly due to its clear dominance in the segment of artificial intelligence. The apparent bursting of the cryptocurrency bubble has reduced demand for its specialized graphics, a fact that is not yet fully reflected in the company’s sales or stock value.
Talk about IntelBryson is optimistic that this company will receive many subsidies from the government to enable it to carry out an aggressive plan to restore its chip factories. Like TSMC, Intel is expanding its facilities in Arizona and has devised a new capital spending plan that it plans to invest in only when there is demand for its products. The goals include dethroning TSMC as the leader in contract chip manufacturing, especially since Apple recently turned its back on it in favor of its own ARM processors made by the Taiwanese company.
In short, the new chip law passed in the United States could be a turning point in the processor market, with Intel and TSMC potentially benefiting (although the Taiwanese company will certainly have to meet certain requirements). Intel has the opportunity to start the revolution, and AMD will continue to have the wind in its favor, at least for now.
