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☆ Data center sales and revenue totals are key figures to watch for Nvidia, says Third Bridge's Keh
  + stars: | 2024-02-21 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailData center sales and revenue totals are key figures to watch for Nvidia, says Third Bridge's KehLucas Keh, Third Bridge Group semiconductor analyst, joins 'Squawk on the Street' to discuss the most important number in Nvidia's quarterly earnings results, the balance in supply inventory availability guidance, and much more.
Persons: Keh Lucas Keh Organizations: Nvidia
☆ Qualcomm shares climb on Q1 beat and strong Q2 outlook
  + stars: | 2024-01-31 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQualcomm shares climb on Q1 beat and strong Q2 outlookKevin Cassidy, Rosenblatt senior research analyst, and Lucas Keh, Third Bridge semiconductors analyst, join 'Closing Bell Overtime' to talk Qualcomm earnings.
Persons: Kevin Cassidy, Rosenblatt, Lucas Keh Organizations: Qualcomm
☆ AMD shares jump as earnings defy collapse seen at Intel
  + stars: | 2023-02-01 | by ( Aditya Soni | ) www.reuters.com   time to read: +2 min
Feb 1 (Reuters) - Shares of Advanced Micro Devices Inc (AMD.O) rose nearly 7% on Wednesday after the U.S. chipmaker's upbeat earnings showed that it was making up for a personal-computer slump with gains in the lucrative data center market. The data center market has slowed in recent months due to lower spending from recession-wary businesses, but AMD's faster and smaller chips have allowed it to gain ground on Intel. "AMD can continue to beat Intel in the data center space due to its leading design," said Lucas Keh, semiconductors analyst at Third Bridge. J.P. Morgan pegged AMD's share gain in the server market this year at 5 to 7 percentage points to between 28% and 30%. "First quarter should be the bottom for us in PCs and then grow from there into the second quarter and then into the second half," Su said.
☆ Intel says it will take back share from AMD, but some are skeptical
  + stars: | 2023-01-27 | by ( Jane Lanhee Lee Chavi Mehta | Jane Lanhee Lee | Chavi Mehta | ) www.reuters.com   time to read: +4 min
REUTERS/Andrew KellyOAKLAND, Calif/BANGALORE, Jan 27 (Reuters) - Microprocessor giant Intel Corp (INTC.O) says it will regain its footing against AMD and other chip rivals which are gobbling up market share, but Wall Street is skeptical. That's a headwind for Intel and AMD, both of which are rolling out new chips, but Intel is facing a larger inventory correction. Intel still dominates the markets for PC and server processing chips, with a market share greater than 70%, tech research firm IDC calculated. Chipmaker shares were hammered across the board on Friday, but Intel led the decline, slumping by 10% while AMD lost 1.8%. AMD set to overtake Intel in market cap, again AMD set to overtake Intel in market cap, againReporting By Jane Lanhee Lee and Chavi Mehta; Editing by David Gaffen, Peter Henderson, Kirsten Donovan and Jonathan OatisOur Standards: The Thomson Reuters Trust Principles.
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