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Advanced Micro Devices

Advanced Micro Devices (AMD US)

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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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27 Aug 2024 12:14Podcast

Episode 81: Chatting With AMD's Forrest Norrod EVP Datacenter Solutions about Buying ZT Systems

ZT is a large server company that focuses on designing customized infrastructure products for hyperscalers like Microsoft and AWS, with AMD seeing...

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24 Jul 2025 06:29Podcast

EP: 126 NVIDIA/AMD Back in China! TSMC Earnings, and Agentic AI Causes Total Infra Upgrade

Discussion with Josh Lipton about the competition between Lisa Su and Jensen Huang to gain market share in China, amidst political implications for...

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21 May 2025 06:40Podcast

Episode 118: Weekly Update (Tariffs), AI Budget Spend, Semis and Saudi's

The semiconductor industry is anticipated to grow by 10%, but US manufacturing expansion faces challenges and restrictions on Chinese chip makers,...

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18 Feb 2025 05:52Podcast

Episode 105: Sanity Check on Custom ASICS?

The episode delves into the debate between custom ASICs and GPUs in the tech industry, highlighting the benefits and drawbacks of each while...

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12 Feb 2025 02:21Podcast

Episode 104: Earnings Thoughts (QCOM, AMD, Arm) and Hypersaler CapEx Steady

Overall, Qualcomm had a strong quarter with a big surprise on EPS, profitability, and guidance, despite a dip in after hours trading, due to...

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