Chipmakers in Trouble? How Intel and AMD Are Battling the Global Slowdown
The semiconductor sector faces mounting challenges in 2025, from inventory surpluses to slowing demand in the consumer electronics market. Both Intel ( $Intel(INTC)$ ) and AMD( $Advanced Micro Devices(AMD)$ ) recently provided Q4 earnings guidance, revealing stark differences in their strategies to weather this storm. With AI chips being a key driver, who’s better positioned to come out on top?
Key Questions
-
Can Intel’s new chips revive its market share?
-
Will AMD’s focus on AI chips secure its growth?
-
Is now the time to invest in semiconductor stocks, or should investors wait?
Intel vs AMD: Financial Snapshot (2024)
Recent Developments
-
Intel’s Struggles: Intel’s Q4 guidance predicts a 5% drop in revenue due to declining PC demand. However, the company is optimistic about its new Meteor Lake processors and investment in advanced fabrication.
-
AMD’s AI Push: AMD is aggressively targeting AI workloads with its MI300 chips, a direct competitor to NVIDIA’s GPUs. This diversification has helped AMD gain traction in the enterprise market.
Stock Performance
INTEL stock 5D performance
-
Intel (INTC): Down 12% YTD, lagging behind peers due to supply chain issues and slower innovation.
-
AMD (AMD): Up 8% YTD, benefiting from AI tailwinds but still facing headwinds in consumer electronics.
AMD stock 5D performance
Revenue Growth (Intel vs AMD)
comparing the revenue growth of Intel and AMD from 2022 to 2025 (estimated)
Conclusion
Intel and AMD are navigating contrasting paths in the volatile semiconductor market. While Intel struggles to regain its competitive edge, AMD’s focus on AI could be a game-changer. Which stock are you more bullish on? What’s your target price for Intel and AMD in 2025? Share your thoughts below!
📢 Like, repost, and follow for daily updates on market trends and stock insights.
📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.
📌@Daily_Discussion @Tiger_comments @TigerStars @TigerEvents @TigerWire
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
