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16.06.26 - 09:06
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AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play (Digitimes)
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The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers, Unimicron, Kinsus, and Nanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers....
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16.06.26 - 07:00
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AMD to acquire MEXT to expand AI memory optimization tools (Digitimes)
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AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems....
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15.06.26 - 21:42
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AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC) both reported Q1 2026 results that reframe how investors should think about the AI compute race. AMD posted a clean acceleration story powered by its Instinct and EPYC franchises. Intel delivered a noisy but improving turnaround quarter under CEO Lip-Bu Tan, with foundry traction and a surprise non-GAAP ... AMD vs Intel: Both Are Positioned for AI Data Center Growth But There Will Be Only One Winner...
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15.06.26 - 18:24
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AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge (24/7 Wall St.)
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Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD) stock is up 8% and just printed an intraday record near $558, pushing the company's market value above $900 billion for the first time. NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock ... AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge...
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