AMD Aktie

 

Google, Amazon, AMD and Nvidia's own customers are rising to challenge the 800-pound gorilla....

Mit KI als zentralem Treiber haben Halbleiteraktien 2025 kräftig zugelegt – und auch AMD zählt zu den Überfliegern des Jahres. Die Aktie liegt seit Jahresbeginn um rund 60 Prozent vorn. Für frischen Rückenwind sorgen nun neue Analystenkommentare. Ein Experte zählt AMD sogar zu den besten Ideen für 2026....

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Stuttgart bekommt 2027 einen neuen Supercomputer. Herder nutzt Venice-CPUs mit 2-nm-Technik und Instinct-MI430X-GPUs....

Offenbar bereitet AMD eine deutlich beschleunigte Version des Ryzen 7 9800X3D vor. In einer Benchmark-Datenbank taucht der Neuling bereits auf....

The demand for AI compute remains a bullish indicator for the AI infrastructure market....

US lawmakers introduced bipartisan bill to block Trump admin from allowing China access to advanced AI chips from Nvidia, AMD for 2.5 years. read more...

Republikanische und demokratische US-Senatoren ziehen beim Thema KI-Export an einem Strang: In Washington hat gestern ein parteiübergreifender Zusammenschluss den SAFE Chips Act vorgestellt. Dabei handelt es sich um ein Gesetzesvorhaben, das verhindern soll, dass die Trump-Regierung die bestehenden Exportbeschränkungen für KI-Chips nach China aufweicht – mit Folgen für Nvidia und AMD....

Discover which could be one of the most powerful semiconductor opportunities of the decade....

At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry is in bubble territory, she responded, "Emphatically, from my perspective, no."...

AMD CEO Lisa Su said the company will resume MI308 chip shipments to China under a new 15% U.S. export fee despite Beijing's tightening restrictions, as AMD posts strong earnings and eyes long-term AI growth. read more...

Amazon introduces Graviton5 processors for faster, more efficient, and cost-effective cloud application management, intensifying competition with Intel and AMD. read more...

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Can the smaller chipmaker continue to outperform its more famous peer in the new year?...

Two of China's top homegrown contenders in the artificial intelligence chip space — MetaX Integrated Circuit Co. Ltd. and Moore Threads Technology Co. Ltd. — are heading into high-profile public listings this week, amid soaring investor interest and intensifying government efforts to build a self-reliant semiconductor industry.MetaX, a GPU developer founded by veterans of Advanced Micro Devices Inc. (AMD), will begin its share subscription on Friday, offering 40.1 million shares at 104.66 yuan apiece. The offering is expected to raise 3.9 billion yuan ($552 million) after fees, according to a Wednesday filing.On the same day, Beijing-based Moore Threads, which priced its 7.6 billion yuanIPO last week, will start trading on Shanghai's Nasdaq-style Star Market. Demand was fierce: valid orders exceeded the available shares by 4,126 times. Its 114.28 yuan per share pricing marks the highest for any A-share IPO this year.The listings underscore Beijing's accelerated efforts to build domestic alternative...

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Sales of AMD's data center CPUs and GPUs could surge over the next decade....

AMD is looking to gain ground in the AI spending realm....

Nvidia and AMD are increasingly battling for market share in the lucrative data center segment....

Nvidia's recent acquisition of a stake in Synopsys has stirred debate about the potential impact on the UALink Consortium, an industry group focused on establishing open standards for AI accelerator interconnects. The investment follows Nvidia's attempt to strengthen its position amid growing competition from ASIC and chip suppliers like AMD and Intel Corporation....