AMD (AMD) and Intel (INTC) upgraded to Overweight from Sector Weight at Keybanc
Importance
Level 1
- On Intel: "...expect outsized data center demand from hyperscalers this year to be a significant tailwind for Data Center and AI". and "Our checks indicate Intel Foundry Services has landed Apple as a customer on 18A for low-end M-series processors for MacBooks and iPads...", furthermore "... believe INTC is in discussions with Apple to use 14A to support low-end mobile A-series processors for iPhones in 2029"
#INTEL CORP#INTC.US#ADVANCED MICRO DEVICES INC#AMD.US#EQUITIES#EU SESSION#SEMICONDUCTORS#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#S&P 500 INDEX#NASDAQ 100 INDEX#INTC#US EQUITIES#AI