-
Revised: Five Of Our Six AI Semiconductor Stock Sub-Portfolios Fell Last Week - Here's Why
09 Nov 2025 07:46 GMT
… Portfolios
The Pure-Play Outsourced Semiconductor Assembly & Test … and semiconductor chips themselves while outsourcing their fabrication (i.e … and automotive systems.
Constituents: Advanced Micro Devices (AMD); Broadcom (AVGO); Marvell (MRVL); …
-
Uniphore Raises $260M Series F Led by NVIDIA, AMD
22 Oct 2025 19:52 GMT
… strategic and financial investors. NVIDIA, AMD, Snowflake, and Databricks led the … .
Konecta, a global business process outsourcing company, uses the Business AI … , HPC and enterprise AI at AMD, emphasized the company's …
-
Analysts revamp AMD stock price after key conference
18 Oct 2025 16:19 GMT
… across multiple generations of AMD Instinct GPUs. This agreement … AI supercluster powered by AMD Instinct MI450 Series GPUs … approximately 54%
Revenue from AMD Instinct MI308 shipments to …
High reliance on one outsourced manufacturing partner
Maturity of …
-
The Nvidia/AMD-Trump Deal: Legal Questions, Crony Capitalism, and National Security for Sale
14 Aug 2025 02:35 GMT
… deal with Nvidia and Advanced Micro Devices (AMD) to effectively lift export … unclear whether Nvidia and AMD are exporting their … design their chips but outsource their actual fabrication to … deal with Nvidia and AMD raises serious legal questions, …
-
Tesla Disbands Dojo Team, Shifts to Nvidia, AMD for AI Acceleration
08 Aug 2025 11:22 GMT
… chip suppliers like Nvidia Corp., Advanced Micro Devices Inc., and Samsung Electronics Co … Dojo team, Tesla is effectively outsourcing a key component of its … collaborating with established players like AMD. On X, discussions have trended …
-
AMD CEO says its chips made in the US will be up to 20% more expensive, but claims that it’ll be worth the price hike" target="_self"…
29 Jul 2025 14:43 GMT
… of diversifying the supply chain
AMD's CEO has … in terms of diversifying where AMD is outsourcing its production. The chief … anyone, of course.
(Image credit: AMD)While yields may be similar … recent reports, which observe that AMD still has to send some …
-
Meet The New Chip Maker Aiming To Outrun TSMC And ASML
29 Oct 2025 10:39 GMT
… chipmaker Intel Corp. (NASDAQ:INTC) outsources the production of its critical … Materials, Inc. (NASDAQ:AMAT), Advanced Micro Devices, Inc. (NASDAQ:AMD), Google, Qualcomm Inc. (NASDAQ …
-
£2k invested in AMD stock as the AI hype started would currently be worth this much…
24 Jun 2025 09:08 GMT
… expansion started to jump. Advanced Micro Devices (NASDAQ:AMD) benefitted from this. If … hasn’t translated to AMD stock like Nvidia has … models and related workflows. AMD’s also involved in data … continue to grow. It outsources production to other companies, …
-
Intel Veterans Raise $22M To Disrupt The Semiconductor Industry With The 'Baddest CPU In The World,' Backed By Apple And AMD Alum Jim Keller
15 Jun 2025 00:25 GMT
… leadership roles at Apple AAPL, Advanced Micro Devices AMD, Intel, and Tesla TSLA, The … as a fabless semiconductor company, outsourcing chip fabrication to partners such …
-
ASE working with AMD on improve data center efficiency
09 Jun 2025 11:24 GMT
… the world's largest outsourced semiconductor assembly and test (OSAT … with artificial intelligence chip designer Advanced Micro Devices, Inc. (AMD) to improve the efficiency … 2 nanometer process.
In addition, AMD also highlighted the successful validation …