undefined undefined After its 1Q25 earnings, it’s clear AMD (NASDAQ:AMD) isn’t just building fast chips anymore, it’s morphing into a full-stack AI compute platform company. The pieces are clicking into place: a credible multi-year roadmap, solid execution across silicon and systems, and growing ...

全球贸易与芯片出口限制 - 近期全球贸易和芯片出口限制的不确定性持续近两个月后首次出现曙光[1] 分析师背景 - 分析师专注于科技行业研究 重点覆盖半导体 人工智能和云计算软件领域[2] - 研究范围延伸至医疗科技 国防科技和可再生能源等其他领域[2] - 分析师曾在硅谷领导苹果和谷歌等全球顶级科技公司的团队[2] 研究影响力 - 分析师与妻子共同撰写的通讯被华尔街日报 福布斯等主流媒体频繁引用[2]

GERMANY - 2025/04/06: In this photo illustration, Advanced Micro Devices Inc. logo is seen displayed ... More on a monitor. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesAdvanced Micro Devices stock (NASDAQ:AMD) increased by more than 4% during Tuesday's trading session and has risen by nearly 20% over the last month. What factors are contributing to the stock's upward trend?New $10 Billion Agreement in Saudi ArabiaTuesday saw AMD unve ...

Nvidia reports earnings on May 28, but I have my eyes on another AI chip business. It's been a hectic year for investors. Less than a month ago, the S&P 500 was down as much as 15% on the year while the tech-heavy Nasdaq Composite fared even worse -- dropping by as much as 21%. Over the last several weeks, however, the capital markets have shown some signs of resiliency and gradually started to rebound. As of this writing, the S&P 500 is now near breakeven on the year while the Nasdaq is down by just 3%. On ...

Advanced Micro Devices (AMD 4.64%), also known as AMD, reported earnings on May 6, and they were impressive. The chipmaker has been showing signs of progress and a faster growth rate. That could be indicative of the competition that its chips may offer to rival Nvidia, potentially giving the tech giant something to worry about. Shares of AMD rallied in the days following the earnings release. However, it may not necessarily be smooth sailing for the chipmaker due to a couple of issues. The first pertains to ...

Advanced Micro Devices on Wednesday announced a new $6 billion stock buyback plan, joining a string of chipmakers that are looking to reduce their float as the AI trade that has powered their shares shows some signs of slowing. Shares of the Santa Clara, California-based company rose as much as 6.4%. Its shares have fallen more than 6% so far this year, compared with a less than 1% drop for the benchmark Philadelphia Semiconductor Index.The buyback, which boosts its total repurchase authority to about $10 b ...

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 ...