Text size

Oppenheimer & Co. semiconductor analyst Rick Schafer today offers an update from recent meetings in Asia — this apparently is the season, with many notes streaming out — writing that the outlook for PCs is improving, and that Advanced Micro Devices (AMD) may benefit.

The market this year in desktops and notebooks as well is looking like one of “flat” unit sales versus 2016, which is an improvement from sharp declines in years prior: