Making Intel Great Against AMD: Don't Fear The Latter's Share Gain

Intel Corporation is painfully losing market share to Advanced Micro Devices, with the latter looking to take 40% share this year. We think Intel's share loss to AMD is temporary and should reverse next year with 18A and new product line up more so after Nova Lake spec leaks. Management is laser-focused on restoring gross margins above 50% and is aggressively cutting costs through layoffs and potential divestitures....

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