AMD - Asia Tech Wire

AMD

2025.01.28

07:26

Nvidia's stock price plummeted 17%, and its market value evaporated by $592.7 billion, setting a record for the largest single-day market value loss in the history of U.S. stocks.

On January 27, local time, stocks with artificial intelligence themes in European and American stock markets were sold off. In the US market, the Nasdaq Composite Index fell by 3.07%. The stock of Nvidia, the leading US stock company with artificial intelligence themes, plummeted by nearly 17%, and its market value evaporated by US$592.7 billion, setting a record for the largest single-day market value loss in the history of US stocks. Broadcom's stock price fell by 17%, AMD's stock price fell by 6%, and Microsoft's stock price fell by 2%. In addition, derivatives in the field of artificial intelligence, such as power suppliers, were also hit hard, with United Energy's stock price falling by 21% and Vistra's stock price falling by 29%. US media analysis believes that this is mainly due to the impact of the artificial intelligence model of DeepSeek, a Chinese AI startup. It is reported that DeepSeek's artificial intelligence assistant has replaced OpenAI's ChatGPT and become the most downloaded free application in the US Apple App Store. It is reported that the model developed by DeepSeek has outperformed OpenAI in many tests and cost less than US$6 million. CCTV reporters interviewed Nasdaq Vice Chairman McCoy on this matter at the Nasdaq exchange. McCoy said he believes DeepSeek will be an important part of the revolution in the field of artificial intelligence.

2025.01.26

15:09

Leading Manufacturing becomes the core of AMD supply chain: Entering the graphics card market, achieving global layout from design to manufacturing

With its outstanding technical strength and global vision, Leading Manufacturing has steadily expanded its product lines and business groups, successfully promoted to a core supplier of AMD, and cooperated on different series of product projects, becoming an important promoter in the field of high-performance cooling. In terms of thermal management, Leading Manufacturing focuses on cooperation opportunities for cooling products in the fields of GPU, CPU and AI applications (servers, notebooks, PCs, graphics cards, wearable devices, humanoid robots). The company integrates self-developed heat pipe and vapor chamber technology, and with leading manufacturing capabilities and precise heat dissipation design, helps graphics cards achieve stable and efficient operation.

2025.01.25

17:19

AMD: New DeepSeek-V3 model integrated into Instinct MI300X GPU

AMD announced that it has integrated the new DeepSeek-V3 model onto the Instinct MI300X GPU, which is designed to achieve the best performance with SGLang. DeepSeek-V3 is optimized for Al inference.

2025.01.23

08:58

Ming-Chi Kuo: AMD may become the first customer to adopt TSMC's advanced packaging technology COUPE

On January 23, Tianfeng International Securities analyst Ming-Chi Kuo issued a report stating that the latest supply chain survey showed that TSMC’s advanced packaging technology COUPE (Compact Universal Photon Engine) development and supply chain visibility have significantly improved, and Qijing Optoelectronics ( Himax) has been confirmed as the exclusive supplier of the first and second generation COUPE microlens arrays. The first generation of COUPE has been developed and mass production verification has begun. The second generation mass production verification is expected to begin in 1H26. Among TSMC's major customers, AMD may be the first to adopt COUPE.

2025.01.13

17:44

U.S. technology stocks fell in pre-market trading, with Nvidia (NVDA.O) down 2.7%, Intel (INTC.O) down 1.4%, AMD (AMD.O) down 1.7%, Broadcom (AVGO.O) down 3%, and Micron Technology (MU.O) down 2.3%.

2025.01.11

05:02

U.S. stocks closed: All three major indexes closed down more than 1.5%, chip stocks fell

The three major U.S. stock indexes closed down collectively, with the Nasdaq down 1.57%, the Dow down 1.64%, and the S&P 500 down 1.54%. Chip stocks fell, with AMD down more than 4%, Intel and Nvidia down more than 3%. Popular Chinese stocks fell across the board, with Li Auto down more than 4% and NIO down more than 3%.

2025.01.09

17:05

Netherlands in discussions with Nvidia and AMD for AI facilities

According to the Dutch government website, the Dutch government is in discussions with Nvidia and AMD to support the construction of Dutch artificial intelligence facilities.

05:43

Biden to take final steps to further restrict Nvidia, AMD AI chip exports

US President Biden will take final measures to further restrict the export of artificial intelligence chips from Nvidia and AMD.

05:41

Market news: US President Biden will take final measures to further restrict the export of artificial intelligence chips from Nvidia (NVDA.O) and AMD (AMD.O).

05:02

U.S. stocks closed: the three major indexes closed mixed, chip stocks fell

At the close of the U.S. stock market, the three major indexes closed mixed, with the Nasdaq down 0.06%, the S&P 500 up 0.16%, and the Dow up 0.25%. Chip stocks fell, with AMD down more than 4%, Micron Technology and TSMC down more than 2%. Gold stocks rose, with Kinross Gold and Ames Gold up more than 4%.

2025.01.08

20:24

Absci rises over 50% in pre-market after news that AMD will invest $20 million in it

Absci rose more than 50% in pre-market trading, with news that AMD will invest $20 million in it.

07:50

Huatai Securities interprets CES 2025: Nvidia and AMD release new products, pay attention to giant chips, etc.

Huatai Securities Research Report Interpretation of CES 2025: Nvidia released a new generation of RTX 50 series graphics cards based on the Blackwell architecture. Among them, the high-end model RTX 5090 has 92 billion transistors, can provide 3400 TOPS computing power, and is priced at $1999. In addition, Blackwell is in full production and the GPU will be available for sale later in January. Looking forward, Huang Renxun said that he will build a giant chip called Grace Blackwell NVLink72, which will use 72 Blackwell GPUs. AMD released the Ryzen AI series AI PC processors and the Ryzen 9900X3D and Ryzen 9950X3D gaming processors. The company said it is optimistic about the AI PC replacement cycle of enterprise PC users. Intel said that Intel 18A process chip Panther Lake processor will be mass-produced in the second half of 2025. It is recommended to pay attention to Nvidia's subsequent progress in the fields of giant chips, world basic model Cosmos, and physical AI.

2025.01.07

17:03

U.S. chip stocks rose before the market opened, with Nvidia up 0.6%

U.S. chip stocks rose before the market opened, with Nvidia up 0.6% after CEO Jensen Huang launched the latest GeForce RTX 50 series GPUs and other new products at the CES. TSMC rose 0.5%, AMD rose 0.57%, and Broadcom rose 0.2%.

2025.01.06

22:46

U.S. chip stocks rose in early trading, with Micron Technology (MU.O) up 10%, AMD (AMD.O) up 3.1%, and Nvidia (NVDA.O) up 3.4%.

17:03

US semiconductor leaders strengthened before the market opened, with ASML up more than 4%

Leading semiconductor stocks in the U.S. stock market strengthened before the market opened, with ASML up more than 4%, Micron Technology and AMD up 2%, and Nvidia up more than 1%.

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