Meanwhile, many chips made a convincing performance in 2024, Intel (Nasdak: INC) and Advanced micro -devices (Nasdak: AMD) It was not between them. Intel shares decreased by 60% last year, while AMD shares decreased by 18%.
Let’s check any semiconductor stocks, which seems to be the best candidate for recovery in 2025.
In a large -scale semiconductor market paid Artificial Intelligence (AI)Intel and AMD were largely subsequent ideas. AMD is the No. 2 designer GPUs (GPUS) Leader of the market Nafidia. Meanwhile, the Intel market share in graphics processing units decreased to zero, although this was not a significant decrease, as the company has a market share of only 2 % in the personal computer graphics cards in 2023.
Amd has struggled against NVIDIA, which is largely due to its poor software. In a recent study, Semianogy described the AMD ready -made graphics processing units as “unused” to train artificial intelligence, noting that she needs “multiple teams of AMD engineers” to help her fix program errors. However, AMD has managed to deduct a specialized position in the inference of artificial intelligence, where Semianasis says its customers usually use AMD graphics units for the use of tight and well -specified inferences.
However, AMD managed to see a strong growth in databases, although it was almost not the same NVIDIA scope. In the last quarter, the revenues of its data center increased by 122% on an annual basis and 25%, respectively, to $ 3.5 billion. The company is credited with both Instinct Graphics Units and EPYC CPUs (CPUS) in the jump in sales.
CPU operates as a computer mind, while graphics processing units have a super treatment capacity. While there is a lot of attention due to graphics processing units, AMD has made a good jump in the central processing market, noting that it had a share in the CPU server while it was also making a good performance in the personal computers market.
In general, AMD witnessed its revenue in the third quarter by 18 % to reach 6.8 billion dollars, and modified stock profits increased by 31 % to $ 0.92. So the company is still growing well despite the low price of its share.
On the other hand, Intel witnessed a decrease in its revenues in the last quarter by 6 % to 13.3 billion dollars, and the profits of the modified stock turned to a loss of -0.46 dollars for a profit of $ 0.41 last year. The only bright point in the last quarter was the center of data and the artificial intelligence sector, which witnessed 9 % increase in revenues to $ 3.3 billion. However, when compared to NVIDIA and AMD, this is a very modest gain in this sector.
Meanwhile, its largest sector, which is customer computing, witnessed a decrease in its revenues by 7 % to 7.3 billion dollars. In comparison, AMD has increased 29 % in the revenue of the customer sector in the last quarter to $ 1.9 billion, indicating that it achieves some successes in the business of Intel’s basic computers.
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