UPDATE: Daiwa Securities Upgrades AMD (AMD) to Buy (1)

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AMD (AMD) Server Share Gains From Last Year Were Strongest in Over 10 Years, Expect This Trend to Continue - BofA

February 10, 2022 7:50 AM EST

BofA analyst Vivek Arya has reflected on the recent data from Mercury Research about Q4 CPU trends.

Overall, Q4 CPU sales were +9% YoY (to record $18.1bn), led by servers (+30% YoY) and desktops (DT, +12% YoY), offset by weaker notebooks (NB, -10% YoY).

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