Apart from game consoles, another growth driver for the semi-custom business is the VR headset market. AMD and NVIDIA (NVDA) have been powering HTC Vive and Oculus Rift VR headsets. However, the adoption of VR has been slower than expected because the technology is expensive, there is a lack of high-quality VR content, and many consumers have space constraints when playing VR games at home.

However, a Wall Street Journal article stated that Steven Spielberg’s movie Ready Player One, which depicts the possibilities of VR, could encourage consumers to adopt VR technology. The marketing and product heads of HTC Vive and Oculus Rift stated that there have been movies about VR in the past, but what makes Ready Player One different is that consumers can actually visit stores and experience VR.

According to a Business Insider article, Jefferies analyst Mark Lipacis expects the movie to fuel demand for VR headsets, boosting demand for AMD’s and NVIDIA’s GPUs.

Check out all the data we have added to our quote pages. Now you can get a valuation snapshot, earnings and revenue estimates, and historical data as well as dividend info. Take a look!