Architectural advantages will accelerate growth of AMD share in server segment

Architectural advantages will accelerate growth of AMD share in server segment

Experts acknowledge that AMD's strengthening of its position in the server processor market has not been so fast so far, but it will accelerate in the future. The company itself no longer makes projections on the timing of certain milestones, but does not rule out the possibility that it will be able to update the historical maximum around 26 %.

Image source: AKIBA PC Hotline

As noted by Seeking Alpha, analysts from Wells Fargo predict AMD a more active growth of market share in the server segment in subsequent periods, based on the results of its marketing research. Although AMD's market share growth in the period after the release of the Rome EPYC generation processors with Zen 2 architecture was not noticeable, in the future the company can accelerate based on the architectural advantages of its processors. What experts mean by this formulation is difficult to say, but we are certainly talking about the layout and architectural features of EPYC processors, which allow AMD to create a competitive product with moderate costs. Wells Fargo does not write off the CDNA computing gas pedals, which are due to debut this month. At the current stock price of $84.88 Wells Fargo analysts raise their forecast to $100 per share.

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