AMD - Asia Tech Wire

AMD

2025.03.06

22:36

Most U.S. chip stocks fell, with Nvidia (NVDA.O) down 3.4%, Broadcom (AVGO.O) down 6.7% and AMD (AMD.O) down 2.3%.

2025.03.05

17:05

Star technology stocks generally rose before the market opened, with Nvidia rising nearly 1.9%

Before the U.S. stock market opened, star technology stocks generally rose, with Nvidia up nearly 1.9%, AMD up 1.4%, and TSMC up more than 2%.

2025.03.03

19:15

Intel's 18A process chip has attracted much attention: Nvidia and Broadcom are conducting production tests, and AMD is in the evaluation stage

Nvidia and Broadcom are working with Intel on production tests, showing initial confidence in Intel's advanced production technology, two people familiar with the matter said. The tests used Intel's 18A process, a series of technologies and methods developed over many years that are capable of manufacturing advanced artificial intelligence processors and other complex chips. The tests suggest the two companies are close to deciding whether to hand over a foundry contract worth hundreds of millions of dollars to Intel. The decision could bring unexpected revenue to Intel and endorse its foundry business. AMD is also evaluating whether Intel's 18A manufacturing process is suitable for its needs, but it is unclear whether AMD has sent test chips to Intel factories. "We don't comment on specific customers, but we see strong interest and engagement in Intel 18A across the ecosystem," an Intel spokesperson said.

15:05

Cathie Wood: Nvidia is still a high-growth stock and will continue to hold it

Last Friday, at a Bitcoin investor conference in New York, Cathie Wood, founder of ARK Invest, said that Nvidia is still a high-growth stock and she will continue to hold Nvidia shares. Wood believes that even if the company's profit margins are slightly compressed due to competition from AMD and Amazon's new artificial intelligence chips, the stock may still achieve a 20% annual compound growth rate. She added that Nvidia will not be the only one in this market, but Nvidia has created incredible opportunities and promoted the artificial intelligence revolution, and we believe it will still play an important role.

2025.02.22

02:41

AMD is in discussions with several companies in Asia to sell its data center server factories in a deal that could be worth as much as $4 billion, according to people familiar with the matter.

2025.02.21

07:59

Huatai Securities: DeepSeek is expected to accelerate model training and decouple from CUDA

Huatai Securities Research believes that DeepSeek uses PTX, which is a lower-level code than CUDA, to optimize hardware algorithms in V3. PTX is the intermediate code compiled by CUDA, which serves as a bridge between CUDA and the final machine code. NSA uses the Triton programming language proposed by OpenAl to efficiently write GPU code. The bottom layer of Triton can call CUDA, as well as other GPU languages, including AMD's rocm and domestic computing chip languages, such as Cambrian's Siyuan 590 chip and the HYGON ISA instruction set built into Haiguang Information's Deep Computing No. 1 (DCU). Although LLM training has not completely separated from the CUDA ecosystem in the short term, the launch of DeepSeek NSA has initially shown a trend of decoupling from CUDA and laid the foundation for subsequent adaptation to more types of computing chips. Domestic computing power represented by Yiteng has been well adapted to domestic models such as DeepSeek-R1 and has achieved efficient reasoning. Huatai Securities believes that with the limitation of overseas computing power, the optimization of domestic computing power may continue to progress and deserves attention.

2025.02.14

07:05

Bridgewater reduced its holdings in 6 technology giants in the fourth quarter and built a position in Tesla

The updated 13F holdings file for the fourth quarter of Bridgewater Fund shows that its total holdings at the end of the fourth quarter were $21.8 billion, an increase of $4.1 billion from the third quarter. In terms of reduction, it sold 1.25 million shares of Nvidia and 750,000 shares of Google A in the fourth quarter, and also reduced its holdings of Meta, Microsoft, Apple and Amazon. Among them, Apple's reduction was the largest, reaching 40% or 410,000 shares; in terms of increase, Bridgewater bought nearly 7.4 million shares of S&P 500 ETF-SPDR, an increase of 883%, and also increased its holdings of AMD, PayPal, eBay, Robinhoodl and Qualcomm. It is worth mentioning that Bridgewater also built a position in Tesla with 150,000 shares.

2025.02.10

17:04

Market news: Group 42, a leading AI technology company in the Middle East, will promote French artificial intelligence innovation through strategic investment with AMD (AMD.O).

2025.02.06

10:31

Morgan Stanley lowered AMD's (AMD.O) price target to $137 as its quarterly performance was in line with expectations.

2025.02.05

22:35

AMD (AMD.O) shares fell 10% to their lowest intraday level since November 2023.

22:32

At the opening of the US stock market, the Dow Jones Industrial Average fell 16 points, the S&P 500 fell 0.21%, and the Nasdaq fell 0.64%. Some star technology stocks weakened, with AMD (AMD.O) falling 9.5%, Google A (GOOGL.O) falling 7.8%, and Apple (AAPL.O) falling 1.5%. The Nasdaq China Golden Dragon Index fell 1.5%.

18:03

AMD CEO says DeepSeek's emergence is good thing

AMD Chair and CEO Lisa Su said during Tuesday's earnings conference that the emergence of DeepSeek is a good thing.

15:06

AMD fell 8.6% in early trading on the Frankfurt Stock Exchange due to weak data center sales outlook, while Alphabet fell 7.22% after revenue fell short of expectations.

07:40

AMD's fourth-quarter data center revenue fell short of expectations, and its stock price plunged 10% after the market closed.

AMD's stock price plunged more than 10% after the market closed. AMD's data center revenue in the fourth quarter increased 69% year-on-year to $3.86 billion, but was lower than analysts' estimates of $4.09 billion, indicating that it has failed to narrow the gap with Nvidia in the field of artificial intelligence computing power. AMD expects total revenue in the current quarter to be between $6.8 billion and $7.4 billion, while analysts' average estimate is $7.04 billion. AMD's financial report has investors worried that the company's momentum in entering the field of AI computing power is weakening.

06:58

AMD (AMD.O) CEO: The company is negotiating with customers about customized chips.

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