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TOP500's Supercomputer List Gives Investors Great Insight on AMD, NVIDIA, and Intel

By Jose Najarro - Jun 30, 2021 at 11:30AM

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AMD is gaining market share while Intel is shrinking.

In today's video I look at recent news and valuation metrics for NVIDIA (NVDA 1.73%)Advanced Micro Devices (AMD 0.18%), and Intel (INTC 0.64%). Below I share a few highlights from the video. 

  1. TOP500 just released an update to its list of the the top 500 supercomputers. This list shows the 500 current fastest supercomputers, and more importantly it shows what components they use, which can be valuable information for semiconductor investors. Out of the top 10, Intel processors are used in three, AMD processors are used in three, and NVIDIA graphics cards are used in six. 
  2. Intel has reported a delay on its new server chip line, and this unfortunate event could accelerate AMD's gaining market share. Intel's stock price did end the day red, while competitors' AMD stock price closed green on June 29, 2021. AMD recently got approval from UK regulators toward its Xilinx (XLNX) acquisitions and is now waiting for China regulators' approval. 
  3. When you look at the forward price-to-sales ratio, it shows that NVIDIA is near its peak levels compared to the past 12 months, but the story changes when you look at other metrics. 

Click the video below for my full thoughts and analysis. 

*Stock prices used were the closed prices of June 29, 2021. The video was published on June 29, 2021. 

Jose Najarro owns shares of Advanced Micro Devices and NVIDIA. The Motley Fool owns shares of and recommends NVIDIA. The Motley Fool recommends Intel and Xilinx and recommends the following options: long January 2023 $57.50 calls on Intel and short January 2023 $57.50 puts on Intel. The Motley Fool has a disclosure policy. Jose is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.

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Stocks Mentioned

Intel Corporation Stock Quote
Intel Corporation
$36.34 (0.64%) $0.23
Advanced Micro Devices, Inc. Stock Quote
Advanced Micro Devices, Inc.
$101.01 (0.18%) $0.18
NVIDIA Corporation Stock Quote
NVIDIA Corporation
$190.32 (1.73%) $3.23
Xilinx, Inc. Stock Quote
Xilinx, Inc.

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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