Key Takeaways The 2025 Q1 earnings season remains in full swing, with a wide variety of companies on deck to report quarterly results this week. Among the bunch are several chip stocks, a list that includes Intel (INTC) and Texas Instruments (TXN) . Both stocks reside in the red for 2025 amid the broader pressure in semiconductors overall, though Intel shares have displayed a higher level of defense. Let's take a closer look at what to expect. TXN Expectations Remain Stable The current PEG ratio works out t ...

行情速递 ①主板领涨，盈方微(+10.06%)/西陇科学(+10.05%)/永鼎股份(+10.04%)/信雅达(+10.03%)/吉 大正元(+10.00%)/ ②创业板领涨，新晨科技(+20.03%)/优博讯(+20.00%)/致尚科技(+20.00%)/ ③科创板领涨，仕佳光子(+13.09%)/柏楚电子(+6.88%)/信安世纪(+6.78%)/ ④活跃子行业，SW半导体设备(+0.99%)/SW门户网站(+0.91%)/ 国内新闻 ①盖世汽车资讯，中国汽车工业协会的统计分析显示/2025年的1 - 3月间/ 轿车销量排名前十的生产企业总共售出185.1万辆轿车/这一数字占据了轿车 销售总量的68.9%/这十家企业的销售情况各有不同/其中比亚迪股份、吉利 汽车、上汽通用五菱和中国一汽这几家企业的表现尤为突出/与上一年同期相 比/它们的销量实现了两位数的增长/展现出强劲的发展势头/ ③C114通信，爱立信官网最新消息显示/该公司将扩大其在印度的天线生产 规模/爱立信天线系统（EAS）正在扩大其在印度的本地制造布局/将该国定 位为爱立信全球网络中的战略创新中心/此举将进一步巩固EAS在构建高性能 移动网络方 ...

行情速递 ①主板领涨，盈方微(+10.06%)/西陇科学(+10.05%)/永鼎股份(+10.04%)/信雅达(+10.03%)/吉 大正元(+10.00%)/ ②创业板领涨，新晨科技(+20.03%)/优博讯(+20.00%)/致尚科技(+20.00%)/ ③科创板领涨，仕佳光子(+13.09%)/柏楚电子(+6.88%)/信安世纪(+6.78%)/ ④活跃子行业，SW半导体设备(+0.99%)/SW门户网站(+0.91%)/ 国内新闻 ①盖世汽车资讯，中国汽车工业协会的统计分析显示/2025年的1 - 3月间/ 轿车销量排名前十的生产企业总共售出185.1万辆轿车/这一数字占据了轿车 销售总量的68.9%/这十家企业的销售情况各有不同/其中比亚迪股份、吉利 汽车、上汽通用五菱和中国一汽这几家企业的表现尤为突出/与上一年同期相 比/它们的销量实现了两位数的增长/展现出强劲的发展势头/ ②全球半导体观察，国内车载SerDes芯片领域先锋企业仁芯科技成功斩获A 轮融资/本轮融资首关数亿元/所筹资金将投入产品的创新与研发/同时保障关 键项目量产的供应链运营/此次融资吸引陕汽集团、长江汽车电子、移为通 信、杭州临空 ...

Core Insights - The Intel 18A manufacturing process is crucial for Intel's turnaround and aims to close the performance and efficiency gap with TSMC [1][2] - Intel plans to use the Intel 18A process for its own chips and make it available to foundry customers [1] Group 1: Technology Advancements - Intel 18A incorporates Gate-all-around (GAA) transistors and backside power delivery, marking a significant architectural change since the introduction of FinFET in 2011 [3] - The new backside power delivery system, Power Via, reduces wasted power by relocating power interconnects, making Intel 18A the first in the industry to implement this technology [4] Group 2: Performance Metrics - Intel 18A can achieve 25% higher frequencies at the same voltage or a 36% reduction in power usage at the same frequency compared to Intel 3 [5] - The performance and efficiency improvements of Intel 18A are particularly notable when compared to the older Intel 7 process [5] Group 3: Market Position and Partnerships - There are rumors that Intel may secure Nvidia as a foundry partner, which could enhance its market position [7] - Intel 18A could provide a competitive edge in the PC and server CPU markets, especially with the upcoming Granite Rapids server CPU [8] Group 4: Challenges Ahead - The main challenge for Intel is to scale the Intel 18A process while maintaining acceptable yields to ensure affordability for foundry customers [6][9] - Despite the promising performance and efficiency characteristics, Intel still has significant work to do in scaling up the process and attracting more foundry customers [9]

Group 1 - The article discusses the investment potential of AMD, which has historically been a minor player in the consumer market, competing against major companies like Intel, Nvidia, and Qualcomm [2] - The focus is on identifying companies with defensible competitive advantages and business models that can generate significant operational leverage [1] - The SHU Growth Portfolio service offers a buy and hold strategy with tranche purchases of stocks, providing buy alerts and market updates [2] Group 2 - The service includes a portfolio and watchlist of small, high-growth potential stocks, aimed at investors interested in similar opportunities [1] - The analyst expresses a potential interest in initiating a long position in AMD within the next 72 hours [2]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Advanced Micro Devices (NASDAQ: AMD) has been struggling ever since July of 2024. The recent tariff-driven crash has done AMD stock no favors.On Friday, April 4, AMD shares closed at $84.80. Then, on Black Monday 2025, they opened 6.26% lower, at $79.49, before ultimately rebounding to $83.64. By press time on April 8, AMD stock was trading at $83.79, bringing year-to-date (YTD) losses up to 30.63%.AMD stock price year-to-date (YTD) chart. Source: FinboldWhile analysts are turning more conservative regardin ...

Core Insights - AMD stock has seen a significant decline of approximately 50% from its peak in early 2024, raising concerns among investors about its future performance [1] - Despite challenges, AMD's revenue and adjusted earnings are on the rise, indicating some positive aspects within the company [1] Group 1: Positive Aspects - AMD's core CPU business is thriving, with a 24.7% unit share and a 28.2% revenue share in the combined server and PC CPU markets in Q4 2024, marking a substantial increase over the past six years [2] - The EPYC server CPUs have gained popularity, and AMD's Ryzen CPUs are also seeing increased adoption, particularly due to Intel's recent product shortcomings [3] - The client segment revenue, which includes PC CPUs, surged by 58% year-over-year in Q4, while the data center segment revenue grew by 69%, driven by the success of EPYC chips [5] Group 2: Challenges and Concerns - AMD's AI accelerator revenue reached over $5 billion in 2024, but growth is expected to slow to "strong double-digit" percentages, indicating potential struggles in capturing market share from Nvidia [6][7] - The gaming segment experienced a significant revenue decline of 59% in Q4, primarily due to aging game consoles and challenges in the gaming GPU market, where AMD holds only a 10% market share [8][9] - The embedded segment, bolstered by the acquisition of Xilinx, saw a revenue drop of 13% in Q4 and 33% for the entire year of 2024, attributed to weak demand and high customer inventory levels [10] Group 3: Market Position and Valuation - AMD stock is currently trading at around 25 times the average analyst estimate for 2025 adjusted earnings per share, suggesting it is not overly priced but also not particularly attractive given the current circumstances [11][14] - The long-term growth outlook for AMD's AI chip business appears to be a significant concern, as the company is not growing fast enough to meet market demands [12] - Competition from Intel is expected to intensify, especially with a new CEO likely to implement aggressive strategies, which could impact AMD's market position [13]

Core Insights - Intel's board of directors will see three members retire in May, including Omar Ishrak, Risa Lavizzo-Mourey, and Tsu-Jae King Liu [1] - The company has nominated 11 current directors for reelection, including new CEO Lip-Bu Tan, following the replacement of Pat Gelsinger [2] - Intel's stock has decreased nearly 49% over the past year due to concerns over spending on new chip factories and a small market share in AI chips [2] Board Changes - Three board members will not seek reelection at Intel's annual meeting in May [1] - The board has nominated 11 directors for reelection, maintaining continuity while introducing new leadership with CEO Lip-Bu Tan [2] Leadership Transition - Lip-Bu Tan has been appointed as the new CEO, taking over from Pat Gelsinger, who left in December [2] - Tan is expected to address the future direction of Intel at the upcoming Intel Vision event in Las Vegas [3] Strategic Focus - The board chair, Frank Yeary, emphasized the importance of having the right mix of skills and expertise on the board to enhance profitability and returns on investments [3][4] - The company is undertaking a thorough assessment of its business to leverage its strengths for improved financial performance [4]

Core Insights - AEWIN has launched the MIS-5131-2U2, a high availability storage server utilizing Intel's latest Xeon 6 processors, designed for mission-critical applications [1][2][5] Product Features - The MIS-5131-2U2 features a dual node architecture that allows seamless failover through NTB interconnectivity, enhancing reliability and performance [2][3] - Each node is equipped with a single Intel Xeon 6700/6500-series processor, offering up to 80 performance cores and 136 PCIe 5.0 lanes [1][4] - The server includes 24x hot-swappable dual-port NVMe SSD bays, which provide enhanced performance and redundancy [3][5] Performance and Scalability - The system supports high throughput NICs up to 400G and includes Intel QAT 4 for encryption and compression, improving CPU efficiency [4] - The flexibility to switch between 24x dual-port NVMe SSD trays and 12x single-port NVMe SSD trays per node allows for customized configurations [5] Reliability and Maintenance - The server is equipped with 1+1 CRPS power supplies to ensure uninterrupted operation and minimize downtime [3] - Built-in BMC and IPMI provide real-time inter-node monitoring and automatic responses to heartbeat failures, enhancing overall reliability [3]