Nice Q2 results from $AEM(AWX.SI). The record revenue and profits is due to their key customer Intel rolling out their 10nm processors. I believe Intel will continue ramping up their 10nm processors due to yesterday's product release by AMD, see link: https://venturebeat.com/2019/08/07/amd-ceo...
For the first time in history AMD's server processors are faster than Intel's. This is critical as the server chips are the most profitable for Intel and they totally dominate the market with a 95% market share. Intel will want to snatch back the crown.
Currently Intel is rolling out their 10nm chips for Laptops for delivery for the holiday season end of this year. As they having serious yield problems, they are still producing the 14nm chips hence the need for more handlers from AEM. From Intel's April 2019 Investor Day Slide below, they plan to produce 10nm server chips from 1H2020. However AMD's product release yesterday will place much pressure on Intel to move this schedule forward regardless of the yields to snatch back the lead from AMD.
Another good news is that AEM's MEMs testing division, Afore has received an initial order from the world's larget MEMs sensor supplier. I mentioned this possibility in my previous post here https://www.investingnote.com/posts/1390601
Please DYODD. Vested 210k shares in AEM and 300 shares in AMD.
AMD CEO: Epyc 2 chips are the world’s fastest x86 processors
AMD CEO: Epyc 2 chips are the world's fastest x86 processors, mounting a big challenge to arch rival Intel in the data center computing market.