Chip stocks are in the spotlight, with Advanced Micro Devices (AMD) and Intel (INTC) set to report this week.

Susquehanna International Group senior semiconductor stock analyst Christopher Rolland says for AMD it’s all about the MI300 series processors. “People think MI300 could double the size of the company as a whole. And so this is a very important linchpin in that report.”

When it comes to Intel, Rolland is blunt. “Expectations, I think, are low in this report. There’s not much to like. I think the PC market is a bit boring at the moment. The server market is good for AMD, but I think Intel needs some And then in the PC market in general, they have a good new product in Lunar Lake, but it actually runs on TSM silicon, which is a problem for them as they increasingly try to transition to their own product. Gross margin could be a headwind,” he told Yahoo Finance.

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This post was written by STéphanie Mikulich.