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21.03.26 - 06:12
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AMD-backed Upstage targets 10,000 GPUs in Korea AI expansion (Digitimes)
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Advanced Micro Devices is expanding its presence in South Korea's artificial intelligence market through a deepened partnership with local startup Upstage, as plans for large-scale GPU deployment and surging compute demand underscore the country's growing importance in AI infrastructure....
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20.03.26 - 20:00
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Intel Dips 5%, AMD Down 3%: Rising Competition and Sector Pressure Test Two of Wall Street’s Favorite Chip Stocks (24/7 Wall St.)
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Intel (NASDAQ:INTC) stock is down 5% in Friday trading, pulling back to around $44 after a strong run that has seen the stock nearly double over the past year. Advanced Micro Devices (NASDAQ:AMD) stock is also in the red, slipping 3% to less than $200. Both moves reflect a broader semiconductor sector under pressure from ... Intel Dips 5%, AMD Down 3%: Rising Competition and Sector Pressure Test Two of Wall Street's Favorite Chip Stocks
The post Intel Dips 5%, AMD Down 3%: Rising Competition and Sector Pressure Test Two of Wall Street's Favorite Chip Stocks appeared first on 24/7 Wall St.....
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20.03.26 - 11:06
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Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity (Digitimes)
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Samsung Electronics is reportedly set to exclusively supply sixth-generation high-bandwidth memory (HBM4) to OpenAI while reallocating more than half of its advanced foundry capacity to internal production, according to Hankyung and industry sources. The move underscores the South Korean chipmaker's drive to meet surging demand for artificial intelligence (AI) components as orders from major customers — including Nvidia and Advanced Micro Devices (AMD) — continue to accelerate....
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20.03.26 - 08:00
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AMD-Aktie: Vor dem nächsten Kursschub? (Sharedeals)
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Seit unseres letzten Kauftipps zu Wochenbeginn zeigt der Kurs von Advanced Micro Devices wieder nach oben. Das Unternehmen steht derzeit an einem spannenden Punkt innerhalb der sich wandelnden KI-Infrastrukturmärkte. Für AMD und seine Aktie ergeben sich neue Chancen. Risse im boomenden Private-Credit-Markt In den vergangenen Wochen mehren sich die Hinweise, dass der rund 1,8 Billionen […]
The post AMD-Aktie: Vor dem nächsten Kursschub? first appeared on sharedeals.de....
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18.03.26 - 16:39
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AMD: KI-Allianz mit Samsung steht (Der Aktionaer)
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Die AMD-Chefin hat am heutigen Mittwoch das Chipwerk von Samsung Electronics in Pyeongtaek, Südkorea besucht. Ergebnis des Treffens von Lisa Su mit dem Samsung-CEO Young-Hyun Jun ist eine gemeinsame Absichtserklärung beider Konzerne, ihre langjährige, strategische Partnerschaft im Bereich der Rechen- und Speichertechnologie noch fester zu zurren als zuvor....
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