AMD & Intel Earnings: What to Watch

Chip stocks are in focus, with Advanced Micro Devices ( AMD ) and Intel ( INTC ) set to report this week.

Susquehanna International Group senior equity analyst for semiconductors Christopher Rolland says that for AMD it’s all about the MI300 series processors. “People think the MI300 could double the size of the company overall. And so this is a very important kind of takeaway in that report.”

When it comes to Intel, Rolland is blunt. “Expectations, I think, are low coming into this report. There’s not much to love. I think the PC market is kind of ho-hum right now. The server market is good for AMD, but I think that Intel is experiencing some share losses And then in the PC market in general, they have a good new product in Lunar Lake, but it’s actually running on TSM silicon, which is a problem for them as they increasingly try to move to their own Gross margin can be a headwind,” he tells Yahoo Finance.

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This post was written by pTephanie Mikulich.