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| AMD's
Chinese Market Share Has Quadrupled and Shows No Signs of Slowing |
Published: October 14, 2006
AMD continues to make
substantial inroads into China -- projected by many to become the
world's leading PC market within the next few years.
Three years ago, rival Intel (INTC) enjoyed a near monopoly in China,
while AMD had only a trifling 5% market share. However, the competitive
landscape began to change in 2004 when AMD inked a deal to supply chips
to Lenovo, the country's largest PC manufacturer.
Since then, AMD has steadily gained ground. Today the firm controls
almost 20% of the Chinese chip market, and we expect to see continued
market share gains in the years ahead.
Two weeks ago, the company signed a deal with Founder Technology,
another fast-growing Chinese computer maker that shipped more than 2.5
million units last year. Beginning next month, Founder's desktops will
feature AMD chips. Before long, the partnership will also include laptop
computers and servers.
We view this deal as yet another win for AMD as it continues to capture
market share around the world. Meanwhile, despite the impact of an
escalating price war, global chip sales rose to $20.5 billion during the
month of August -- a new monthly record.
Chip factories are currently running at 95% utilization rates, which
bodes well for the upcoming holiday season. And while growth in the
mature PC market is not what it once was, demand for other applications
is robust.
In fact, less than half of all chips produced this year will find their
way into computers. The majority will be used to power anything from MP3
players to digital cameras to cell phones.
With the global chip market fast approaching the quarter-trillion dollar
mark, we continue to believe that AMD represents a compelling investment
opportunity at today's prices.
Note:
The above article was free advice given by Nathan
Slaughter and Paul Tracy -- the editors of Half-Priced
Stocks. The mission of Half-Priced Stocks is to
help readers identify securities that are trading at a steep
discount to their intrinsic net worth. In some cases this
discount can reach up to 50% or more, giving savvy value
investors the chance to purchase quality stocks for just pennies
on the dollar. To learn more about our Half-Priced Stocks
service, please visit the following link:
https://www.StreetAuthority.com/subscribe-hps.asp |
Thanks for reading!
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Nathan Slaughter
Editor
Half-Priced Stocks, The ETF Authority
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in-depth guidance on today's leading value opportunities every other weekend, plus educational guidance, please subscribe to
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