AMD - TechWire

AMD

2025.06.06

11:10

Ruijie Networks and AMD upgrade to strategic EPYC ecosystem partners

AMD Industry Ecosystem Partner Conference was held in Beijing, and Ruijie Networks and AMD announced that they have been upgraded to strategic EPYC ecosystem partners. The two parties will deeply integrate network infrastructure and excellent computing capabilities to jointly forge a solid, reliable and efficient computing power foundation for the intelligent upgrade of the industry, opening a new chapter of cooperation.

2025.06.05

11:58

AMD acquires open source software company Brium to increase investment in AI

AMD announced on Wednesday that it has acquired open source software company Brium to further enhance its artificial intelligence (AI) capabilities. "This acquisition solidifies our foundation for long-term innovation. It reflects our strategic commitment to artificial intelligence, especially to developers building the future of intelligent applications. This is also the latest in a series of targeted investments we have made following the acquisitions of Sili AI, Nod.ai and Mipsology. Together, these investments enhance our ability to support the open source software ecosystem and provide optimized performance on AMD hardware," AMD said on its website. Terms of the transaction were not disclosed.

04:14

The three major U.S. stock indexes closed mixed, and popular technology stocks rose and fell.

The three major U.S. stock indexes closed mixed, with the Dow Jones Industrial Average down 0.22%, the Nasdaq up 0.32%, and the S&P 500 up 0.01%. Hot technology stocks rose and fell, with Meta up more than 3%, Broadcom and AMD up more than 1%, and Tesla down more than 3%. Social media, non-ferrous metals, and semiconductors led the gains, with American Silver Corp. up more than 4% and Pinterest up more than 2%. The automobile manufacturing and oil and gas sectors led the declines, with Lotus down more than 5%, Bailey Oil down more than 3%, and General Motors, Honda Motor, and Rivian down more than 2%.

2025.05.29

21:35

Nvidia (NVDA.O) led chip stocks to strengthen, with Micron Technology (MU.O) up 3.2%, AMD (AMD.O) up 2%, and Qualcomm (QCOM.O) up more than 1.3%.

2025.05.27

19:49

HSBC upgraded AMD's rating to hold.

19:48

HSBC: Upgrade AMD (AMD.O) rating to hold.

2025.05.23

21:37

Shares of U.S. chipmakers fell, with the Philadelphia Semiconductor Index down 2%. Micron Technology (MU.O) fell 2.7%, Qualcomm (QCOM.O) fell 3.3%, AMD (AMD.O) fell 2.5% and Intel (INTC.O) fell 2.4%.

2025.05.22

18:55

TrendForce: HBM4 price premium is expected to exceed 30%

According to the latest research by TrendForce, the development of HBM technology is driven by the demand for AI Servers, and the three major original equipment manufacturers are actively promoting the progress of HBM4 products. Due to the increase in the number of I/O (input/output interface) of HBM4, the complex chip design has increased the wafer area, and some suppliers have changed their products to logic chip architecture to improve performance, which has pushed up costs. Given that the premium ratio of HBM3e was about 20% when it was first launched, it is expected that the premium of HBM4, which is more difficult to manufacture, will exceed 30%. NVIDIA, a leading AI chip manufacturer, unveiled its latest Rubin GPU at this year's GTC conference, and AMD has MI400 to compete with it. All of the above products will be equipped with HBM4. According to TrendForce's analysis, compared with previous generations of products, the number of I/Os of HBM4 has doubled from 1024 to 2048, and the data transmission rate has remained above 8.0Gbps, which is comparable to HBM3e. This means that at the same transmission speed, the amount of data transmitted by HBM4 with a higher number of channels will double.

2025.05.21

04:18

Tesla CEO Elon Musk: Expected to purchase large quantities of next-generation GPUs from Nvidia and AMD.

04:16

Tesla CEO Musk expected to buy 'huge amounts' of next-generation GPUs from Nvidia and AMD

Tesla CEO Elon Musk is expected to buy "huge quantities" of next-generation GPUs from Nvidia and AMD.

2025.05.20

09:59

AMD to sell ZT Systems data center infrastructure manufacturing business to Sanmina in deal valued at $3 billion

AMD announced on May 19 local time that it had reached a final agreement to sell ZT Systems' data center infrastructure manufacturing business to integrated manufacturing solutions company Sanmina for $3 billion. The transaction is expected to be completed by the end of this year. Last August, AMD agreed to acquire server manufacturer ZT Systems in a cash and stock deal worth $4.9 billion. AMD said at the time that it would retain the company's design and customer teams and sell its manufacturing division.

2025.05.16

18:32

Barclays: Raise AMD (AMD.O) price target from $110 to $130.

2025.05.14

21:45

Bank of America Global Research: Raised Nvidia's price target from $150 to $160, and AMD's price target from $120 to $130

Bank of America Global Research: Raised Nvidia's target price from $150 to $160 and AMD's target price from $120 to $130.

21:45

Bank of America Global Research: Raised AMD (AMD.O) price target to $130 from $120.

21:33

Advanced Micro Devices (AMD.O) rose 6.9 percent, reaching its highest intraday level since Jan. 30, while Advanced Micro Devices (SMCI.O) jumped 18 percent, its biggest gain since Feb. 26.

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