Advanced Micro Devices (AMD) and Lattice Semiconductor (LSCC) are major players in the FPGA (Field-Programmable Gate Array) market. AMD entered this space through its acquisition of Xilinx, while LSCC specializes in low-power FPGAs for applications like industrial automation and edge computing.Per the Mordor intelligence report, the FPGA Market size is projected to be valued at $11.14 billion in 2025. It is expected to reach $18.76 billion by 2030, at a CAGR of 10.98% during the forecast period of 2025-2030 ...

Advanced Micro Devices (AMD) FY 2025 Annual General Meeting May 14, 2025 12:00 PM ET Speaker0 Good morning. My name is Jeannie, and I will be your operator today. I would like to welcome you to Advanced Microdevices twenty twenty five Annual Meeting of Stockholders. At this time, I would like to hand over the call to Doctor. Lisa Hsu, Chair and CEO. Speaker1 Good morning, ladies and gentlemen, and welcome to AMD's twenty twenty five Annual Stockholders Meeting. The meeting is now called to order. I am Lisa ...

Advanced Micro Devices' NASDAQ: AMD long-awaited AI-powered stock price rally is here. The stock is rocketing higher after a string of good news, including reduced trade tensions with China, a new deal with Saudi Arabia’s HUMAIN, and a new $6 billion share buyback authorization. The authorization, a sign of the board's confidence in future free cash flow, is worth an additional $6 billion on top of the $4 billion left under the existing.  The total $10 billion in potential share repurchases is worth about 5 ...

One of Wednesday's biggest winners was Advanced Micro Devices, Inc. (NASDAQ: AMD ). The chipmaker saw its shares rally to its highest point in more than three months after the company announced an increase to its shareI am a market enthusiast and part-time trader. I started writing for Seeking Alpha in 2011, and it has been a tremendous opportunity and learning experience. I have been interested in the markets since elementary school, and hope to pursue a career in the investment management industry. I have ...

Advanced Micro Devices (NASDAQ: AMD) stock emerged in mid-April from the stupor it had been in through most of 2024 and at the start of 2025. The last five days of trading have been particularly positive for the semiconductor giant, and, at their press time price of $118.03, AMD shares are up 15.82% within the time frame.AMD stock 5-day price chart. Source: GoogleSuch a strong rally also significantly increased the semiconductor giant’s short volume ratio, which hit a two-week high of 55.17 on Tuesday, May ...

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Shares of Advanced Micro Devices Inc (NASDAQ:AMD) are up 7.2% at $120.53 at last glance, after the semiconductor company announced a $6 billion share buyback program. Plus, firm is one of multiple chipmakers, including Nvidia (NVDA), to ink a partnership with HUMAIN, a new artificial intelligence (AI) venture in Saudi Arabia. Today's pop has AMD headed for its sixth-straight win. Now trading at its highest levels since January, the equity is hanging around breakeven for 2025. The shares' overhead 160-day mo ...

25Q1以来，受益于国补等政策刺激，下游部分客户备货效果显现，如SoC等环节25Q1收入增速较 快；受益于订单快速确认，以及新品加速放量等，设备板块整体收入维持同比快速增长态势；另 外，国内存储/模拟/材料/MCU等细分领域景气度持续回暖。建议关注景气周期边际复苏叠加创新 加速的存储/SoC/材料/模拟等板块、受益于国内AI生态发展的国产算力芯片、受益于国产替代进程 的代工/设备/零部件等板块，同时建议关注各科创指数和半导体指数核心成分股。 4月A股半导体指数跑赢中国台湾半导体指数及费城半导体指数。 4月，半导体（SW）行业指数 +0.62%，同期电子（SW）行业指数-4.79%，费城半导体指数/中国台湾半导体指 数-0.94%/-1.05%。 行业景气跟踪：部分消费类领域边际转暖，工业类需求整体复苏仍然乏力。 1、需求端：部分消费电子行业需求复苏，AI/汽车等驱动端侧应用创新。手机： 25Q1全球/中国 智能手机市场出货量同比+1.5%/+3.3%，预计25年全球智能手机出货将小幅增长。关注AI应用在 本地设备的落地。 PC： 25Q1全球PC出货量同比+4.9%，IDC预计25全年需求或面临挑战；关注 包 ...

中概股多数上涨，腾讯控股ADR绩后涨超3%。芯片股表现抢眼，英伟达涨超2.5%，受益于与沙特的AI 交易。超威半导体涨超6%，宣布60亿美元股票回购计划。 21:51 标普500指数、道指抹去开盘涨幅，纳指涨幅缩窄至0.1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯工业指 42128.78 | | -11.65 | -0.03% | | 纳斯达克指数 19032.00 | | 21.92 | 0.12% | | 标普500 | 5882.04 | -4.51 | -0.08% | 21:36 纳斯达克中国金龙指数盘初涨超1% 21:19 腾讯控股ADR美股盘前涨近4%，公司一季度营收超预估。 21:18 美元指数延续弱势，跌0.31%报100.67。 21:16 美股三大期指小幅上涨 道指期货涨0.08%，标普500指数期货涨0.16%，纳斯达克100指数期货涨0.21%。 | 标普500期货小型 | 5914.00d 9.50 0.16% | | --- | --- | | 纳斯达克100期货小型 21322.75 44.75 0.21% ...

报告行业投资评级 - 推荐（维持） [3] 报告的核心观点 - 25Q1以来行业受益于国补等政策刺激，下游部分客户备货效果显现，设备和SoC等板块增速较快，国内存储/模拟/材料/MCU等细分领域景气度持续回暖 [1] - 建议关注景气周期边际复苏叠加创新加速的存储/SoC/材料/模拟等板块、受益于国内AI生态发展的国产算力芯片、受益于国产替代进程的代工/设备/零部件等板块，同时关注各科创指数和半导体指数核心成分股 [1] 根据相关目录分别进行总结 半导体板块行情回顾 - 2025年4月，A股半导体指数跑赢费城半导体指数和中国台湾半导体指数，半导体（SW）行业指数+0.62%，同期电子（SW）行业指数-4.79%，沪深300指数-3.00%，海外费城半导体指数/中国台湾半导体指数-0.94%/-1.05% [23] - 4月半导体细分板块中，模拟芯片设计、半导体设备、数字芯片设计、分立器件、半导体材料跑赢电子（SW）指数，集成电路封测跑输电子（SW）指数 [26] 行业景气跟踪 需求端 - 部分消费电子行业需求复苏，AI/汽车等驱动端侧应用创新。25Q1全球/中国智能手机市场出货量同比+1.5%/+3.3%，全球PC出货量同比+4.9%，全球AI眼镜出货量同比+216%，全球VR/AR销量同比-23%/持平，信骅4月营收同比+69%/环比-7%，25M4国内乘用车销量同比增长 [1] 库存端 - 手机链相对稳定PC链环比仍有提升，功率类库存望达周期峰值。全球手机链芯片大厂25Q1库存环比微降/库存周转天数环比提升，PC链芯片厂商英特尔、AMD 25Q1库存和DOI环比上升，全球模拟芯片厂商库存25Q1环比仍有增长，功率类芯片公司25Q1库存环比微增 [1] 供给端 - 台积电加码美国先进制程产线建设，存储原厂Capex聚焦HBM等高端存储器。台积电拟增投1000亿美金加速美国先进制程Fab建设，三星预计2025年HBM位元供应量同比翻倍增长，美光预计2025财年资本支出为140±5亿美元 [2] 价格端 - 4月DDR4价格涨幅较好，模拟价格相对稳定。存储现货价格持续上升，DDR4涨幅最高，DDR5价格月度涨幅趋缓但仍有4.5%环比增长，模拟芯片价格和交货周期相对稳定，功率器件低压MOS产品价格预计保持相对稳定，IGBT产品全年价格压力放缓 [3][7] 销售端 - 2025年3月全球半导体月度销售额同比高增长，为559亿美元，同比增长18.8%，比2月增加1.8%，连续第十七个月实现同比增长 [7] 产业链跟踪 设计/IDM - 消费等领域需求复苏带动成长，关注复苏持续性和AI需求。处理器方面，看好算力芯片国产化加速趋势；MCU市场有所复苏；存储方面，HBM业务贡献海外原厂主要增长动力，国内存储模组和利基存储复苏趋势持续；模拟方面，国际大厂指引25Q2营收同环比增长，工业等领域复苏迹象已显；射频行业竞争压力仍大；CIS方面，国内厂商进军高端产品线，智驾平权驱动车载CIS市场成长；功率半导体行业国产化率提升明显 [7] 代工 - 先进制程需求仍旺盛，成熟制程稼动率持续复苏。台积电表示3/5nm需求持续强劲，中芯国际25Q1产能利用率89.6%，环比+4.1pcts，华虹25Q1稼动率102.7%，同比+11pcts/环比-0.5pct [11] 封测 - 先进封装相关产品需求相对较好，关注关税对于封测产业链的影响。日月光预计25Q2封测业务营收环比+9%~11%，国内长电科技25Q1营收同比+36%创历史新高 [12] 设备&材料&零部件 - 2025年自主可控为主线，同时关注新品放量、并购整合等进展。设备端国内厂商25Q1整体收入同比增长符合预期，部分公司新品加速拓展；零部件海内外业务景气延续，自主可控迎来新契机；材料25Q1部分半导体材料景气较为旺盛，有望伴随FAB稼动率提升而复苏 [12][13] EDA/IP - 国内EDA上市公司华大九天和概伦电子进一步开启收购动作。华大九天拟收购芯和半导体100%股权完善公司系统级EDA能力，概伦电子拟收购IP公司锐成芯微和高速接口IP公司纳能微 [13] 投资建议 - 建议关注景气周期边际复苏叠加创新加速的存储/SoC/模拟板块、受益于国内AI生态发展的国产算力芯片、受益于国产替代进程的代工/设备等板块等 [15] - 具体标的包括设备领域的北方华创、中微公司等，存储芯片&模组&主控领域的兆易创新、江波龙等，算力产业链的海光信息、寒武纪等 [15]