Featured Articles

TSMC: Volume production of 16nm FinFET in 2H 2015

TSMC: Volume production of 16nm FinFET in 2H 2015

TSMC has announced that it will begin volume production of 16nm FinFET products in the second half of 2015, in late…

More...
AMD misses earnings targets, announces layoffs

AMD misses earnings targets, announces layoffs

AMD has missed earnings targets and is planning a substantial job cuts. The company reported quarterly earnings yesterday and the street is…

More...
Did Google botch the Nexus 6 and Nexus 9?

Did Google botch the Nexus 6 and Nexus 9?

As expected, Google has finally released the eagerly awaited Nexus 6 phablet and its first 64-bit device, the Nexus 9 tablet.

More...
Gainward GTX 970 Phantom previewed

Gainward GTX 970 Phantom previewed

Nvidia has released two new graphics cards based on its latest Maxwell GPU architecture. The Geforce GTX 970 and Geforce GTX…

More...
EVGA GTX 970 SC ACX 2.0 reviewed

EVGA GTX 970 SC ACX 2.0 reviewed

Nvidia has released two new graphics cards based on its latest Maxwell GPU architecture. The Geforce GTX 970 and Geforce GTX…

More...
Frontpage Slideshow | Copyright © 2006-2010 orks, a business unit of Nuevvo Webware Ltd.
Tuesday, 11 October 2011 10:14

AMD shares tanking

Written by Nick Farell

 

amd

28nm technology is not enough

AMD’s shares are tanking as the company lowered its Q3 2011 revenue and gross margin guidance and mentioned some production related issues.

It is not clear why AMD is doing so badly. Last week AMD introduced its next generation 28nm GPU at Fusion 2011. Technology wise it should have been an ace card but shareholders were not impressed.

Additionally several sites revealed details around AMD’s 8-core processors based on Bulldozer architecture. But again the new developments did not have much impact on the stock. Analyst outfit Sanford C Bernstein Research yawned and downgraded the stock to market perform.

Forbes thinks that the medium to long term view of AMD is solid but the outfit has to get over its supply problems first. While shareholders don't believe in the new technology, it is fairly obvious that Fusion APUs should help gain market share. Bulldozer is promising introduction and AMD is likely to grab some share of server market from its rival Intel, Forbes said.

What might be troubling investors is the fact that Nvidia might come back from the dead and push itself into the mobile market and AMD does not have a cunning plan to stop it.


Nick Farell

E-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
blog comments powered by Disqus

 

Facebook activity

Latest Commented Articles

Recent Comments