AMD - TechWire

AMD

2025.09.05

07:22

Trump: Praise for AMD (AMD.O) CEO; I owned Microsoft (MSFT.O) stock when I was 28.

2025.09.04

21:19

AMD (AMD.O): Earnings are expected to benefit from new products.

19:37

Shiyun Circuit: AI glasses products have been mass-produced and supplied to the designated projects of overseas top M customers

On September 4th, Shiyun Circuit announced on its interactive platform that its AI glasses products have entered mass production for a designated project with a leading overseas customer, M. In the AI server sector, the company has already achieved mass production of 28-layer AI server circuit boards, 24-layer ultra-low-loss servers, and 5G communication PCBs. The company has entered NV's high-speed connector module and power module fields through ODM (Original Design Manufacturer) vendors, completed AMD certification for its entire product line, and supplies products to major European computing center customers. In the first half of 2025, the company secured a new product design from humanoid robot customer F and entered mass production preparations after a design freeze. The company is also actively promoting collaboration with a leading domestic humanoid robot customer, securing a design contract for a next-generation humanoid robot project through customer certification.

2025.09.03

23:20

AMD (AMD.O) executives: In the medium term, the company's business will be relatively concentrated on a small number of customers.

23:17

AMD executives: The company has more than 40 active collaboration projects with different countries

An AMD executive stated at the Global TMT Conference that the company has over 40 active collaboration projects with various countries in the field of sovereign AI. He also emphasized that if a license for next-generation chips could be obtained, the company would certainly consider investing more resources.

23:13

AMD (AMD.O) executive: If we can obtain a license for the next generation of chips, we will definitely consider investing some effort in it.

23:12

AMD (AMD.O) executive: We are working closely with the U.S. government to ensure we comply with relevant regulations.

23:12

AMD (AMD.O) executives: We have more than 40 active cooperation projects with different countries in sovereign artificial intelligence.

2025.09.02

21:31

The three major U.S. stock indices opened lower, with the Nasdaq and S&P 500 falling more than 1%.

The three major US stock indices opened lower, with the Nasdaq down 1.75%, the Dow Jones Industrial Average down 0.9%, and the S&P 500 down 1.24%. Nvidia, Amazon, and AMD fell over 2%, while Tesla and Meta dropped over 1%. NIO fell over 2% after releasing its second-quarter earnings report. PepsiCo rose over 5% following reports that investment management firm Elliott is planning a major, aggressive move to boost its stock price.

2025.08.26

21:37

Advanced Micro Devices (AMD.O) shares rose 2.4% after Truist Securities upgraded the stock to "buy."

19:01

Truist Securities: Upgraded AMD (AMD.O) rating from "hold" to "buy"; raised target price from $173 to $213.

18:13

IBM and AMD plan to collaborate on next-generation computing architecture

IBM and AMD plan to collaborate on next-generation computing architecture.

18:12

Market news: IBM is working to combine quantum computers with AMD chips.

18:12

Market news: IBM and AMD plan to collaborate on developing next-generation computing architecture.

2025.08.21

04:03

The Federal Reserve released the minutes of its July monetary policy meeting. The three major U.S. stock indexes closed mixed.

The minutes of the Federal Reserve's recently released July monetary policy meeting show that most members believe inflation risks outweigh employment risks, and several members stated that current interest rates are likely not much above the neutral rate. The three major US stock indices closed mixed, with the Nasdaq down 0.67%, the S&P 500 down 0.24%, and the Dow Jones Industrial Average up 0.04%. Large technology stocks mostly fell, with Intel down about 7%, Google, Amazon, Apple, and Tesla down over 1%, and Microsoft, Nvidia, Netflix, Meta, and AMD all seeing slight declines.

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Weekly Highlights

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                                    According to CNBC: Apple (AAPL.O) CEO Tim Cook arrived at the White House.
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