Advanced Micro Devices Inc. (AMD) : Investor Discussion

Advanced Micro Devices Inc.

TMT, Hardware


Presented:08/14/2024
Price:$140.75
Cap:$227.80B
Current Price:$156.64
Cap:$253.52B

Presented

Date08/14/2024
Price$140.75
Market Cap$227.80B
Ent Value$262.44B
P/E Ratio169.6x
Book Value$34.94
Div Yield0%
Shares O/S1,618.48M
Ave Daily Vol55,052,542
Short Int2.69%

Current

Price$156.64
Market Cap$253.52B
Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

On August 14, 2024, DeMatteo Research hosted a discussion on AMD and the chip industry with five investors. The conversation centered around AMD’s competitive positioning & the outlook for its various segments, NVDA supply chain concerns & demand, hyperscaler ROIs & capex spend, and thoughts on Intel.

Publicly traded companies mentioned herein: Advanced Micro Devices Inc (AMD), Alphabet Inc (GOOGL), Apple Inc (AAPL), ARM Holdings PLC (ARM), Intel Corp (INTC), Microsoft Corp (MSFT), NVIDIA Corp (NVDA), Taiwan Semiconductor Manufacturing Co Ltd (TSM)

AMD Overview & Competitive Positioning

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Idea Discussion

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