Sign up to save your podcasts
Or
Share 69. AMD Market Share 2021, Nvidia’s Lead, Intel’s Future | Semiconductor Analyst Chris Rolland
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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$: https://bit.ly/3ea83Vo
0:00 Who is our guest? What does a Sell Side Analyst do?
7:26 Remembering when AMD almost went out of business.
11:00 Nvidia’s Mining Boom (Fortnite boom lol)
15:30 Zen 1 – were Financial Analysts Impressed?
20:33 Intel’s 10nm “Faceplant” & failure to take AMD Seriously
30:11 AMD October 8th (Zen 3) Presentation Expectations
39:40 RDNA 2 Expectations, Thoughts on Turing & Ampere
46:50 AMD’s ability to take Market Share
54:40 How does Wallstreet view Ampere’s Launch?
59:50 The Nvidia ARM Deal
1:05:08 Intel’s Mountain of Cash – how much does it matter?
1:11:05 RISC-V
1:12:47 Is TESLA overvalued?
Chris: https://www.linkedin.com/in/christopher-rolland-6412a179/
https://www.google.com/search?q=amd+stock+price+over+time&rlz=1C1CHBF_enUS857US857&oq=amd+stock+price+over+time&aqs=chrome.0.0l2.3952j1j7&sourceid=chrome&ie=UTF-8
https://www.anandtech.com/show/14407/amd-ryzen-3000-announced-five-cpus-12-cores-for-499-up-to-46-ghz-pcie-40-coming-77
https://www.techradar.com/uk/news/amd-announced-the-ryzen-9-3950x-a-16-core-mainstream-processor
https://www.mooreslawisdead.com/post/nvidia-s-ultimate-play
https://twitter.com/mooreslawisdead/status/1312822947493670912
https://twitter.com/Avery78/status/1312805847475474434
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
View all episodes
By Moore's Law Is Dead, Bleav
4.9
257257 ratings
Did wall street see AMD’s comeback coming? Do investment firms perceive the Ampere launch as more successful than Turing? How do investors see Intel’s future? Chris Rolland, Semiconductor Analyst at Susquehanna International Group, joins Tom to discuss.
[SPONSOR: https://www.cdkoffers.com/]
25% software discount code: brokensilicon
3% discount code for everything: dieshrink
Win10 pro oem key 13$: 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
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
More shows like Broken Silicon
View all
The WAN Show
1,197 Listeners
Game Scoop!
4,069 Listeners
Beyond
3,930 Listeners
Unlocked
2,797 Listeners
Kinda Funny Gamescast: Video Game Podcast
3,010 Listeners
Nintendo Voice Chat
3,404 Listeners
Kinda Funny Gamescast: Video Game Podcast
2,843 Listeners
The Full Nerd Podcast
201 Listeners
Kinda Funny Games Daily: Video Games News Podcast
3,989 Listeners
Sacred Symbols: A PlayStation Podcast
3,374 Listeners
Digital Foundry Direct Weekly
105 Listeners
Friends Per Second
384 Listeners
The Hardware Unboxed Podcast
52 Listeners
Next-Gen Console Watch
16 Listeners