Few rivalries in the semiconductor sphere are as visceral or intense as the one between AMD and Intel. And now, in what is a hard-earned vindication of its overarching strategy, AMD is on the cusp of surpassing Intel on the all-important quarterly revenue metric, as evidenced by the midpoint of their respective guidance for the ongoing quarter. AMD now expects to report $17 billion +/- 3 percent in revenue for the ongoing quarter For the benefit of those who might not be aware, AMD reported its earnings for the third quarter of 2026 on Tuesday, comfortably surpassing analysts’ consensus expectations […]
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