COMPANY
Advanced Micro Devices
AMD:US
Primary coverage by Pierre Ferragu
Research
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CPU shares in 1Q23: Price war in PCs; Shares stabilizing in servers?May 10, 2023 — Pierre Ferragu
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Microchip signals a pullback in autos & industrials? Infineon & Apple defy the broader correction, and much more. Tech Weekly Wrap-Up May 5thMay 8, 2023 — Pierre Ferragu
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AMD & Microsoft designing a custom A.I. chip? Our quick take.May 5, 2023 — Pierre Ferragu
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AMD 1Q23: Visible pressure from Intel in PCs, pause in servers, Gaming & Embedded peaking. Neutral, $84 TP.May 3, 2023 — Pierre Ferragu
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Microsoft & Google 1Q23: Implications for cloud capex.April 26, 2023 — Pierre Ferragu
Events
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Oct
22TechnologyOctober 22, 2018Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Sep
24TechnologySeptember 24, 2019Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Mar
26TechnologyMarch 26, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Jun
15TechnologyJune 15, 2021Hosted by Pierre FerraguWatch Replay -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre FerraguWatch Replay -
Jun
07 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18