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26.05.26 - 13:48
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Had You Put $1,000 in AMD or Micron 10 Years Ago, Here’s What You’d Have Today (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ: AMD) and Micron Technology (NASDAQ: MU) both ride the same AI infrastructure wave today, but they got here on very different paths. AMD spent a decade clawing back relevance under Lisa Su. Micron spent it surviving the memory cycle's brutal swings. A $1,000 bet on either stock a decade ago would ... Had You Put $1,000 in AMD or Micron 10 Years Ago, Here's What You'd Have Today...
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26.05.26 - 03:06
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Advantech deepens partnerships in South Korea to push hybrid edge for manufacturing AI (Digitimes)
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Advantech has deepened partnerships with Nvidia, AMD, and South Korean startups to push a hybrid edge architecture for manufacturing AI, promising faster on-site inference and continuous cloud-driven model updates. Global manufacturers could use this approach to scale Physical AI across factories while managing compute, protocol, and sensor challenges for worldwide adoption....
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25.05.26 - 04:06
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Nvidia, Intel, and AMD all in on AI: server supply chain faces shortage of orders, but does for three critical resources (Digitimes)
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Nvidia, AMD, and Intel are all optimistic about AI development. However, server supply chain companies admit that orders are no longer the issue. Instead, what is most lacking are three critical resources: power, human labor, and financial resources. Among these, power and labor have become the biggest obstacles for manufacturers, which is intensifying competition across the supply chain for electricity and talent....
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25.05.26 - 01:36
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Embedded substrates draw AI chip interest as packaging turns strategic (Digitimes)
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Rising interest in embedded substrates among Nvidia, AMD, and Intel signals potential shifts in AI data‑center supply chains, as the technology promises improved signal integrity and power stability for high-performance chips. Global hardware makers and suppliers may need to adapt their manufacturing and investment priorities to support advanced packaging worldwide....
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