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Advanced Micro Devices

Advanced Micro Devices (AMD US)

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Analysis
Information TechnologyUnited States
Advanced Micro Devices, Inc. (AMD) produces semiconductor products and devices. The Company offers products such as microprocessors, embedded microprocessors, chipsets, graphics, video and multimedia products and supplies it to third-party foundries, as well as provides assembling, testing, and packaging services. AMD serves customers worldwide.
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18 Apr 2024 09:28

What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference?

What Is TSMC Telling Us About Semi Supply Chain Stories at Its Investor Conference? TSMC revises down 2024 global semi y/y sales from over 10% to...

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Andrew Lu
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09 Apr 2024 23:16

Early Sign of AI GPU Market Inflection Point?

Early Sign of AI GPU Market Inflection Point? We see this lead time cut news short term positive but long term negative to AI GPU supply chain...

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Andrew Lu
1.1k Views
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bullishNVIDIA Corp
04 Apr 2024 23:53

The Data Center is the New Compute Unit: Nvidia's Vision for System-Level Scaling

Copper, Cooling, and Compute Density: The Pillars of Nvidia's Data Center Vision. Nvidia CEO Jensen Huang has repeatedly emphasized that the data...

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20 Mar 2024 22:57

The First Semi-Micron to Guide 2Q24; All Good News Except MOI

The First Semi-Micron to Guide 2Q24; All Good News Except MOI; AI server, PC, and smartphone driving DRAM bit demand and HBM3e/HBM4 and 1-gamma EUV...

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Andrew Lu
784 Views
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bullishNVIDIA Corp
20 Mar 2024 01:47

Jensen's World: Compressing Reality

Nvidia is pursuing a strategy of broadening its software distribution on one of the largest installed bases in the world.

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