The deal represents an effort to strengthen China’s capabilities in high-performance computing, potentially posing a serious ...

Trump tariffs could trip up one of the hottest semiconductor stocks of the past five years not named Nvidia (NVDA). KeyBanc Capital Markets senior research analyst John Vinh slashed his rating on ...

AMD predicted. The concerns weighed on the shares, which were little changed as of 10:45 a.m. in New York on Wednesday. They had declined after the company disclosed the China sales impact ...

Why it matters: The US has placed another round of restrictions against selling AI chips into China. Nvidia is the clear AI chip leader today, but a path for AMD to gain ground on its rival within ...

Vinh said there are three main factors behind his downgrade: Increasing concerns regarding the sustainability of AMD's China AI business. "While near-term demand trends are driving increased demand ...

AMD predicted. The concerns weighed on the shares, which were little changed as of 10:45 a.m. in New York on Wednesday. They had declined after the company disclosed the China sales impact, but began ...

Even with the new export control curbs related to China that are likely to be an issue for some time, AMD's (NASDAQ:AMD) quarterly results and guidance impressed several Wall Street firms.

Advanced Micro Devices (NASDAQ:AMD) stock appears relatively costly at its current valuation of approximately $99. We have identified some minor issues with ... s GPT-4o and China’s DeepSeek ...

But she is facing investor concerns ... market. AMD shares, which had risen more than 7 per cent following an upbeat quarterly report, declined after the company disclosed the China sales impact.

We had some concerns about how the new export license requirement might impact Q2 and FY25 guidance. While significant, at least we have some clarity. However, we think a cloud remains over AMD until ...

Advanced Micro Devices (NASDAQ:AMD) stock looks relatively expensive at its current price of around $99. We believe there are some minor concerns with ... s GPT-4o and China’s DeepSeek R1 ...