In today’s briefing:
- AMD Claims Its New GPU Is on Par with Nvidia, Its Software Platform ROCm Beats CUDA for Inference.
- Tencent To Acquire Nexon? Time and Price Lining Up for a Final Deal?
- Memory Monitor: Soaring DRAM Prices and Enterprise Flash Shifts – The Memory Market Finds a New Gear
- What’s New(s) in Amsterdam – 13 June (KPN | Odido | Triodos Bank)
AMD Claims Its New GPU Is on Par with Nvidia, Its Software Platform ROCm Beats CUDA for Inference.
- AMD launched MI300-355. AMD claims that for training MI355 is on par with Nvidia’s B200. For inference MI355 generates more token per $, has a better TCO. MI350 shipped May-25
- AI addressable market: AMD maintains its $500bn by 2028 estimate, 60% Cagr “or exceeding that”. Inference will grow faster, over 80% Cagr.
- AMD stock is cheap, has bottomed out, the roadmap is more competitive, etc. For investors looking for an alternative to Nvidia and TSMC, AMD is the best alternative imo.
Tencent To Acquire Nexon? Time and Price Lining Up for a Final Deal?
- Tencent has been interested in acquiring Nexon for more than six years. However, the timing and price were not right for such a deal to take place in the past.
- The higher probability scenario is for Kim’s family members to sell when the timing and price is right. This time around, a $15 billion could be the right price.
- Late founder Kim’s family members own a 44.4% stake in Nexon through NXC Corp and its affiliate NXMB BV. Kim’s wife and daughters own a 67.6% stake in NXC Corp.
Memory Monitor: Soaring DRAM Prices and Enterprise Flash Shifts – The Memory Market Finds a New Gear
- DRAM — Global Memory Market Has Regained Momentum in Mid-2025, Driven by a Sharp Upswing in Spot Prices.
- NAND Flash — Strategic Outsourcing, High ASP Segments Drive Memory Controller Specialist Gains
- Conclusion — Short-Term Gains vs. Long-Term Growth in Memory Markets
What’s New(s) in Amsterdam – 13 June (KPN | Odido | Triodos Bank)
- In this edition: • KPN | more behind the VodafoneZiggo / Delta Fiber access deal than meets the eye?
- • Odido | IPO expected to be postponed until after the summer • Triodos Bank | intends to focus more on the Netherlands
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