AMD preview: high-risk and high-impact print on Tuesday
Intel reported results on Thursday, with a 1Q23 guide well below our expectations, driven by an inventory correction getting deeper in PCs and Enterprise servers, and starting in cloud.AMD reports on Tuesday. It will be a high-risk and high-impact print. Will the challenger report a similar outlook as Intel and guide down Q1, or buck the trend and indicate Intel difficulties are not as driven by the weak market environment as management would like to believe?
Advanced Micro Devices is a semiconductor company. The company primarily provides x86 microprocessors, as standalone devices or as incorporated into an accelerated processing unit, chipsets, graphics processing units (GPUs), data center and personnel GPUs, and development services; server and embedded processors, semi-custom System-on-Chip products, development services and technology for game consoles. The company also licenses portions of its intellectual property portfolio. The company's segments are: Computing and Graphics, which consists of desktop, notebooks, commercial, and chipsets products; and Enterprise, Embedded and Semi-Custom, which includes server processors, and embedded P\processors products.
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