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11.07.26 - 05:48
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Samsung′s CXL 3.1 memory delay lays bare Intel, AMD server platform lag (Digitimes)
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Samsung Electronics has postponed mass production of its CXL 3.1 memory modules after delays to next-generation server processors from Intel and AMD pushed back the broader PCIe 6.0 ecosystem, highlighting how AI infrastructure adoption increasingly depends on platform readiness rather than individual components....
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11.07.26 - 05:48
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SunplusIT clears Intel and AMD eUSB hurdle, starts thermal imaging shipments ahead of July listing (Digitimes)
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Sunplus Innovation Technology (SunplusIT) said on July 9, 2026, that it is preparing to become a listed company in mid-July 2026 and outlined its view on market conditions in the second half of 2026 as well as its product roadmap. The company said its thermal imaging products have begun small-volume shipments, while its eUSB interface has passed certification for Intel and AMD new platforms, positioning it for future growth....
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10.07.26 - 15:12
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Price Prediction: Up 144% YTD, Where Will AMD Be In 2027? (24/7 Wall St.)
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AMD has nearly tripled in a year on the back of exploding Data Center revenue and Lisa Su's boldest guidance yet, but the stock sits 12% off its highs with analyst targets still lagging the price. Whether $800 is a stretch goal or the next logical stop depends on three things going right....
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09.07.26 - 20:06
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Up Massive YTD: Here Are Nvidia, Palantir & AMD’s Price Predictions For 2028 (24/7 Wall St.)
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NVIDIA (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and Advanced Micro Devices (NASDAQ:AMD) are the three names that defined this AI cycle. AMD is up 141.6% YTD. NVIDIA is up 9.58%. Palantir has actually fallen 25.61%. The setup is unusual, and I think it creates asymmetric upside into 2028. Below is the math for how NVDA hits $300, PLTR ... Up Massive YTD: Here Are Nvidia, Palantir & AMD's Price Predictions For 2028...
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09.07.26 - 17:54
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AMD′s $300 Billion Ambition Is Putting Pressure on Rivals (24/7 Wall St.)
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Six gigawatts. That is the total AMD Instinct GPU capacity AMD (NASDAQ:AMD) will deploy for Meta under a partnership disclosed alongside its most recent earnings, with the first 1-gigawatt tranche powered by a custom MI450-based GPU. For scale reference, one gigawatt is roughly the output of a large nuclear reactor. Meta is committing to power-plant-scale ... AMD's $300 Billion Ambition Is Putting Pressure on Rivals...
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