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    • AMD Outsourcing

AMD Outsourcing Newsletter
  • AMD partners with TCS on AI tech 17 Feb 2026 23:20 GMT

    Advanced Micro Devices Inc (AMD) is partnering with Tata … blueprint for compute infrastructure,” AMD chief executive officer Lisa Su … of tomorrow.” Photo: Reuters AMD’s push in India … Air India Ltd and outsourcing giant Cognizant Technology Solutions …

  • Both Intel and AMD have warned Chinese customers of delays on server CPU shipments, report says, as AI demand begins to eat into the processor market 06 Feb 2026 16:08 GMT

    … our newsletter Both Intel and AMD have notified Chinese customers of … node, while AMD's server chips are outsourced to TSMC. ( … Image credit: AMD)Intel's … end of last year suggested AMD was looking at raising the …

  • Exclusive-Intel, AMD notify customers in China of lengthy waits for CPUs 06 Feb 2026 05:51 GMT

    … (Reuters) – Intel and AMD have notified Chinese customers of … lead ​times for some AMD products have been pushed … ,” the statement said. AMD reiterated remarks in its earnings … persistent manufacturing yield challenges. AMD outsources production to Taiwan’s …

  • AMD shares fall as data-center sales boom remains months away 04 Feb 2026 00:37 GMT

    … Feb 3 (Reuters) – Advanced Micro Devices on Tuesday forecast a slight … just above analyst estimates. AMD said it expects adjusted gross … expected AMD to face fewer such issues since it outsources … the manufacturing of its chips to Taiwan’s TSMC. AMD …

  • AMD forecasts sequential revenue decline, shares fall 03 Feb 2026 23:07 GMT

    Feb 3 (Reuters) – Advanced Micro Devices on Tuesday forecast a … decline of approximately 5%, AMD said. Tuesday’s after- … boosted server CPU demand, benefiting AMD, ‍which has been steadily … expected AMD to face fewer such issues since it outsources the …

  • Better AI Stock: Taiwan Semiconductor Manufacturing or AMD 02 Feb 2026 11:10 GMT

    … (TSM 2.65%) and AMD (AMD 6.13%). Each of these … definition needs further refinement. AMD designs chips that are used … units (GPUs). However, it outsources the manufacturing work to varying … developers are investigating cheaper AMD hardware versus Nvidia…

  • Nvidia vs. AMD vs. Broadcom: What's the Best AI Chip Stock to Own for 2026 31 Jan 2026 21:40 GMT

    … of Nvidia (NVDA 0.72%), AMD (AMD 6.13%), and Broadcom ( … means they design chips, but outsource their manufacturing. This model … discrete GPU market, with AMD holding most of the remainder … still offers useful results. AMD operates on the standard calendar …

  • Market for apps, funding pitches to precede policy declaration at AI summit 16 Feb 2026 10:37 GMT

    … . Over a dozen firms, including Advanced Micro Devices (AMD) and Nvidia, Big Tech firm … be India’s top technology outsourcing firms, which since the start …

  • The AMD Story: Breakthrough Chips, Hyperscale Deals, Valuation Risks 11 Dec 2025 16:11 GMT

    … is especially important. AMD is fully fabless; it outsources manufacturing to TSMC … different playbooks. AMD is fabless and capital-light, outsourcing manufacturing to TSMC … in terms of error. Conclusion Advanced Micro Devices has experienced all the large …

  • Nvidia’s fat margins are Google and AMD’s opportunity 03 Dec 2025 11:34 GMT

    … chip companies Qualcomm, Advanced Micro Devices and Marvell, which also outsource their manufacturing, currently … ;P Global Market Intelligence. AMD’s margins are particularly notable … sharply different profitability levels gives AMD the advantage of being …

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