69. AMD Market Share 2021, Nvidia’s Lead, Intel’s Future | Semiconductor Analyst Chris Rolland

Did wall street see AMD’s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel’s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss. [SPONSOR: https://www.cdkoffers.com/] 25% software discount code: brokensilicon 3% discount code for everything: dieshrink Win10 pro oem key 13$: https://bit.ly/2Wdfghh Win10 Home oem key 11$: https://bit.ly/3dsbSFi Win10 pro oem key FOR 2PC 20$: https://bit.ly/36DFHAB Office 2019 key 29$: https://bit.ly/2WdfBAz Win10 pro oem+Office 2019 41$: https://bit.ly/3ea83Vo 0:00 Who is our guest? What does a Sell Side Analyst do? 7:26 Remembering when AMD almost went out of business. 11:00 Nvidia’s Mining Boom (Fortnite boom lol) 15:30 Zen 1 – were Financial Analysts Impressed? 20:33 Intel’s 10nm “Faceplant” & failure to take AMD Seriously 30:11 AMD October 8th (Zen 3) Presentation Expectations 39:40 RDNA 2 Expectations, Thoughts on Turing & Ampere 46:50 AMD’s ability to take Market Share 54:40 How does Wallstreet view Ampere’s Launch? 59:50 The Nvidia ARM Deal 1:05:08 Intel’s Mountain of Cash – how much does it matter? 1:11:05 RISC-V 1:12:47 Is TESLA overvalued? Chris: https://www.linkedin.com/in/christopher-rolland-6412a179/ https://www.google.com/search?q=amd+stock+price+over+time&rlz=1C1CHBF_enUS857US857&oq=amd+stock+price+over+time&aqs=chrome.0.0l2.3952j1j7&sourceid=chrome&ie=UTF-8 https://www.anandtech.com/show/14407/amd-ryzen-3000-announced-five-cpus-12-cores-for-499-up-to-46-ghz-pcie-40-coming-77 https://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play https://twitter.com/mooreslawisdead/status/1312822947493670912 https://twitter.com/Avery78/status/1312805847475474434