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AMD: Better Than Intel, With The Financials To Prove It


  • AMD has an impressive portfolio of assets. The company is quickly becoming a leading tech company, versus Intel.
  • AMD has the potential to generate significant shareholder returns. The company is in a strong phase of growing both margins and revenue.
  • AMD continues to maintain leadership over Intel, and I expect that to continue going forward.
  • I do much more than just articles at The Energy Forum: Members get access to model portfolios, regular updates, a chat room, and more. Get started today »

Advanced Micro Devices (NASDAQ:AMD) is one of the largest semiconductor companies, with a market capitalization of more than $60 billion. It has performed admirably well, despite the COVID-19 shutdown, managing to grow its business significantly. As we'll see throughout this article, in an increasingly technological world, AMD's unparalleled portfolio of assets makes it a great investment.

AMD - The Ticker Talk

Advanced Micro Devices

AMD has managed to build its best portfolio of assets ever. That portfolio of assets will define the company's coming years.

AMD Products - AMD Investor Presentation

AMD's primary area of leadership comes in the CPU business, where Intel's struggles have made AMD increasingly competitive. Specifically, the company has recently released new desktop processors, along with mobile processor and Threadripper leadership. The company's EPYC business has continued to perform incredibly well.

Overall, AMD has continued to perform incredibly well, with its market share increasing from 4% to 14.6% of the x86 market over the past year. In server chips, the company has a 4.3% market share up 2.7% over the past year. Intel is currently focused on achieving market leadership and is expecting to achieve leadership by 2022.

Whether that happens remains to be seen, however, in the immediate term, AMD will continue to gain market share. Whether Intel achieves its new market share remains to be seen. However, the past isn't any guarantee of the future. More importantly, AMD works with Taiwan Semiconductor Manufacturing Company (TSM), one of the leading fabricators, with some of the best margins.

Advanced Micro Devices - Quarterly Results

AMD has focused on achieving its quarterly results and rewarding shareholders well.

AMD Earnings - AMD Investor Presentation

AMD saw its quarterly revenue increase by 40% YoY despite a 16% QoQ decline. That decline is because the 4Q is normally the biggest quarter of the

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