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16.12.25 - 13:00
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AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs (SCMP)
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Lisa Su, chair and chief executive of Advanced Micro Devices (AMD), began a visit to China on Tuesday, meeting Chinese computer giant Lenovo in Beijing just days after US President Donald Trump said Washington would ease restrictions on certain chip shipments to China.
Su and other AMD executives visited Lenovo's headquarters, where photos circulating on Chinese social media showed multiple digital screens displaying “Welcome AMD”.
On RedNote, Lenovo's official account replied to one post with a......
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16.12.25 - 11:06
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MetaX set for Shanghai debut amid market frenzy over AI chip stocks, Nvidia uncertainty (SCMP)
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Chinese artificial intelligence chip designer MetaX Integrated Circuits will make its trading debut in Shanghai on Wednesday, according to a filing late on Monday, more than a week after industry peer Moore Threads Technology's stellar listing on the city's Star Market.
Founded in Shanghai in September 2020 by former engineers at Advanced Micro Devices, MetaX priced its initial public offering at 104.66 yuan per share, which was expected to raise 4.2 billion yuan (US$596 million) from the sale......
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16.12.25 - 05:06
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Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration (Digitimes)
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Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with senior executives of Samsung's foundry division also present. It is also rumored that Lee met with AMD CEO Lisa Su to discuss HBM supply and foundry orders using advanced 2-nanometer process technology. These efforts are considered tactics to help Samsung regain leadership in AI semiconductors....
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15.12.25 - 05:36
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Samsung courts AMD for 2nm chips as foundry recovery hinges on new orders (Digitimes)
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Samsung Electronics is reportedly in talks with Advanced Micro Devices about producing next-generation chips using its second-generation 2nm process, as the South Korean technology group seeks to secure major customers and revive its loss-making foundry business, according to industry sources and reports from South Korea's Seoul Economic Daily and G-enews....
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13.12.25 - 16:48
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Wall Street Week | Hubbard on Fed Cut Fallout, Open Source AI, Nuclear Bet, Department Store Revival (Bloomberg)
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This week, Glenn Hubbard warns that tariffs, shaky data and a mature credit cycle create risks as the Fed looks toward 2026. And, will open AI ecosystems win out over closed models, as AMD CEO Lisa Su and former IBM CEO Sam Palmisano suggest? Plus, from AI to manufacturing, soaring electricity demand is forcing a rethink of where our power comes from and how fast we can build to generate it. Later, can Macy's reinvent the department store for today's shopper? (Source: Bloomberg)...
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13.12.25 - 14:12
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Why Open Source AI Could Be the Best Bet for Developers and Investors (Bloomberg)
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Tech giants are pouring trillions of dollars into AI chips and data centers while the industry quietly faces a fork in the road between open source and proprietary models. AMD chair and CEO Lisa Su and former IBM CEO Sam Palmisano explain why that choice could shape the next era of computing. (Source: Bloomberg)...
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