AMD says that the U.S. government’s license control requirement for exporting AI chips to China and certain other countries may impact its earnings materially. If AMD doesn’t successfully obtain a license, the company could be on the hook for roughly $800 million in inventory, purchase commitments, and related reserves charges, the company said in a filing with the SEC on Wednesday. According to AMD, the license control requirement applies to the company’s MI308 GPUs. “On April 15, 2025, [AMD] completed it ...

Advanced Micro Devices (AMD 0.85%) supplies some of the world's best semiconductors, including a growing portfolio of chips specifically designed to handle artificial intelligence (AI) workloads in data centers and personal computers.AMD is scheduled to report its financial results for the first quarter of 2025 on May 6. Investors can expect to learn more about the company's progress, and perhaps even receive an updated forecast from CEO Lisa Su regarding AI chip sales for 2025.The stock is currently tradin ...

Core Insights - AMD has announced its next-generation EPYC processor, codenamed "Venice," which is the first high-performance computing (HPC) product to be developed on TSMC's advanced 2nm (N2) process technology, indicating a significant advancement in semiconductor manufacturing collaboration [1][2] - The launch of "Venice" is part of AMD's data center CPU roadmap and is expected to occur next year, alongside the successful validation of its 5th Gen EPYC CPU products at TSMC's new facility in Arizona, emphasizing AMD's commitment to U.S. manufacturing [1][2] Company and Industry Summary - AMD's collaboration with TSMC has been pivotal in delivering high-performance computing products, showcasing a strong partnership that drives innovation and technology scaling, resulting in improved performance and power efficiency [2] - The introduction of the 2nm process technology is expected to enhance the performance and yield of high-performance silicon, marking a significant milestone in the semiconductor industry [2] - AMD has been a leader in high-performance computing for over 50 years, with its technologies being utilized by billions of people and numerous Fortune 500 companies globally [4]

Advanced Micro Devices, Inc. (NASDAQ: AMD ) has been one of the most poorly performing AI chip stocks in the last year, massively under-performing Nvidia ( NVDA ) which also sold off in a big way inAnalyst’s Disclosure: I/we have a beneficial long position in the shares of AMD, NVDA, INTC, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business ...

I've covered Advanced Micro Devices, Inc. (NASDAQ: AMD ) a few times in the past, most recently with an upgrade to Buy on its compelling valuation . I'll be upgrading the company again on its even betterRetail investor researching mostly semiconductors and fintech. Some general macro musings. My goal is to bring you timely and digestible research on the stocks that I cover.Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other deriva ...

Group 1 - The analyst has 25 years of experience in investing, with a background in IT and a focus on technology-related themes such as automated supply chains and Generative AI [1] - The analyst emphasizes a moderate approach to investing, particularly after experiencing losses during the Global Financial Crisis (GFC) [1] - The analyst has a diverse career history, including roles in virtualization, cloud, and telecommunications, and has also been involved in real estate and non-profit work [1] Group 2 - The analyst expresses a contrarian viewpoint and covers sectors like biotech with a technology-focused perspective [1] - The investment journey began with mutual and indexed funds before transitioning to individual stocks, influenced by past experiences during market downturns [1] - The analyst values platforms like Seeking Alpha for their unique insights and access to various analysts [1]

Semiconductor stocks are bouncing back, after President Donald Trump’s reciprocal tariff update notably exempted the sector. The move gave chipmakers some breathing room in an otherwise tense trade environment, with giants Advanced Micro Devices Inc (NASDAQ:AMD) and Super Micro Computer Inc (NASDAQ:SMCI) leading the charge. Advanced Micro Devices stock is up 4.4% at $97.51 ahead of the open, but still has plenty of ground to recover. Tariff pressure has taken a toll on AMD in 2025, culminating in a 22.7% ye ...

Core Viewpoint - Advanced Micro Devices, Inc. (NASDAQ: AMD) has experienced significant volatility, but the current focus should shift to fundamentals as the AI hype diminishes [1] Group 1: Company Analysis - AMD is viewed as a company with strong fundamentals that can deliver substantial alpha relative to the S&P 500 [1] - The company is characterized by a strong balance sheet and management team, which are essential for long-term growth [1] Group 2: Investment Strategy - The investment approach emphasizes finding undervalued companies with secular growth potential [1] - The strategy combines growth-oriented principles with strict valuation hurdles to enhance the margin of safety [1]

Core Insights - Advanced Micro Devices, Inc. (NASDAQ: AMD) is identified as a significant beneficiary of the ongoing AI boom, highlighting its strong position in the tech sector [1] Company Analysis - The company has been under coverage for approximately two months, with a focus on its performance and potential in the AI market [1] - AMD's strong educational background in finance and economics contributes to its strategic positioning and market analysis [1] Market Trends - There is a close monitoring of market trends, particularly within the technology sector, indicating a proactive approach to investment opportunities [1] - The investment philosophy emphasizes simplicity, suggesting that fundamental financial ratios and metrics are prioritized for clear insights [1] Community Engagement - The company engages with a global community of investors through platforms like Seeking Alpha, which enhances its visibility and idea-sharing capabilities [1]

Advanced Micro Devices (AMD) is benefiting from the growing adoption of its EPYC processors by Alphabet (GOOGL) and Oracle (ORCL) . The fifth-generation EPYC processors are powering the new Google Cloud C4D and H4D virtual machines as well as Oracle Cloud Infrastructure Compute E6 Standard shapes.Through its embedded EPYC portfolio, AMD supports high-performance compute, high-bandwidth network connectivity and security, and high-performance storage requirements for enterprise and cloud infrastructure. AMD r ...