AMD
Advanced Micro Devices, Inc.
Semiconductors & Emerging Technologies
Discontinuing Coverage of AMD
Evolution Continues as AMD Addresses a Significantly Larger TAM
Longer-term Targets Could Yield EPS Power of >$7; No Change to 2022 Guide
Data Center Strength Shines; Full-Year Outlook Raised
Thoughts Ahead of Q1 Results
Acquisition of Pensando Would Add DPU Technology
Checks Indicate Continued Momentum; Adjusting Estimates to Reflect Xilinx
AMD Closes Xilinx Transaction
Exiting 2021 on Stride, Initial 2022 Outlook is Well Above Expectations
Recent Volatility Provides Opportunity Ahead of Earnings
New Product Announcements, Customer Engagements Continue
