What's Going On With AMD Stock Thursday?
Portfolio Pulse from Anusuya Lahiri
Samsung's partnership with Advanced Micro Devices (AMD) for GPU licensing remains intact, debunking earlier rumors of a split. Samsung is reportedly working on a custom GPU, a development that hinges on AMD's technology. Samsung's current Xclipse 940 GPU, featured in the Exynos 2400, has not met expectations, underscoring the necessity of AMD's expertise for enhanced performance. Traders circulated a Baird note on AMD suggesting reduced 2024 estimates for lowered data center revenue.
October 05, 2023 | 4:28 pm
News sentiment analysis
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NEGATIVE IMPACT
The Exynos 2200 and its Xclipse 920 GPU, based on AMD's RDNA2 architecture, failed to impress, with its only redeeming quality being its superiority over the Qualcomm Snapdragon 8 Gen 2 in ray tracing.
The news mentions Qualcomm in the context of its Snapdragon 8 Gen 2 being inferior to AMD-based Exynos 2200 GPU in ray tracing. This could negatively impact investor sentiment towards Qualcomm.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
AMD's partnership with Samsung remains intact, which is crucial for Samsung's GPU development. However, traders circulated a note suggesting reduced 2024 estimates for AMD's data center revenue.
The news confirms AMD's ongoing partnership with Samsung, which is positive as it underscores the value of AMD's technology. However, the circulation of a note suggesting reduced future revenue estimates for AMD's data center segment could negatively impact investor sentiment.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 100
NEUTRAL IMPACT
Samsung has previously opted for Arm Holdings' GPU designs in its Galaxy S models, highlighting a gap in its capability to create an in-house graphics processor.
The news mentions Arm Holdings in the context of Samsung's past reliance on its GPU designs. This could be interpreted as a potential opportunity for Arm if Samsung's in-house GPU development efforts do not meet expectations.
CONFIDENCE 80
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Samsung's partnership with AMD for GPU licensing remains intact, which is crucial for Samsung's GPU development. Samsung's current GPU has not met expectations, highlighting the need for AMD's expertise.
The news confirms Samsung's ongoing partnership with AMD, which is positive as it underscores the value of AMD's technology for Samsung's GPU development. However, the underperformance of Samsung's current GPU could negatively impact investor sentiment.
CONFIDENCE 90
IMPORTANCE 75
RELEVANCE 100