About Intel:
"We see Intel's struggles with 10nm process technology having ramifications in terms of its competitive position -- across a broad set of products," Hari said in a note Friday. "While the 10nm push is well-publicized at this point, we believe Intel's manufacturing issues could potentially be deeper-rooted than what most think, and could have a sustained impact on market share and/or spending levels as Intel competes with a growing/stronger TSMC eco-system."
About AMD:
"We find it increasingly harder to argue our prior bear thesis — even following the recent stock price move — given Intel's struggles with 10nm process technology," analyst Toshiya Hari said in a note to clients Friday. "The delay in Intel's new products will allow AMD to gain share in not only client (i.e. desktop PC, notebook PC) CPUs, but also in the lucrative server CPU market."
Goldman Says Sell Intel On Next Gen Chip Delays
https://www.investopedia.com/news/goldman-says-sell-intel/
Intel's stock sinks after Goldman turns bearish, slashes price target
https://www.marketwatch.com/story/intels-stock-sinks-after-goldman-turns-bearish-slashes-price-target-2018-08-10
Goldman Sachs downgrades Intel shares to sell due to its chip ‘manufacturing issues’
https://www.cnbc.com/2018/08/10/goldman-sachs-downgrades-intel-shares-to-sell-due-to-its-chip-manufac.html
Goldman gives up on negative AMD call, upgrades chipmaker after more than 80% rally this year
https://www.cnbc.com/2018/08/10/goldman-gives-up-on-negative-amd-call-upgrades-it-after-more-than-80percent.html