AMD would never use Intel's EMIB even under duress; analyst expresses strong confidence in Lisa Su's independence and AMD's unwillingness to rely on Intel.
Lisa Su would only consider Intel if facing existential crisis. AMD strategy fundamentally incompatible with Intel partnerships. Strong conviction on AMD's strategic autonomy and competitive positioning.
I really don’t understand why Citi thinks AMD would use Intel’s EMIB-T. I haven’t heard anything about this at all. Lisa Su would only use Intel if the world were ending tomorrow. Until then, I don’t think she would even consider it. https://t.co/roK75TKGnh
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | -4.9% | -3.3% |
| 1 week | +6.7% | +4.9% |
| 1 month | +15.0% | +13.0% |
| 3 months | — | — |
| 6 months | — | — |