Nvida, AMD gain as BofA sees early gaming tailwinds

Jun. 17, 2020 1:13 PM ETAMD, NVDABy: Brandy Betz, SA News Editor21 Comments
  • BofA analyst Vivek Arya says that Nvidia (NVDA +1.5%) and AMD (AMD +1.0%) are already catching gaming tailwinds ahead of the major console upgrades later this year.
  • Arya writes that NVDA's most popular Turing card is exceeding supply due to the coronavirus-related rise in active gamers. Turing's penetration grew 21% on the month.
  • For AMD, Arya says Navi adoption is in the early stages, but is catching on faster than the prior generation Vega.
  • In April, BofA said 57% of AMD games were using legacy GPUs, but this could change with the upcoming launch of the high-end Big Navi.
  • BofA maintains Buy ratings on Nvidia and AMD.

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