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The deal represents an effort to strengthen China’s capabilities in high-performance computing, potentially posing a serious ...
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AMD impresses Wall Street, but China worries, AI concerns remainEven 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 AMD expects to incur up to $800 million in writeoffs associated with its MI308 artificial intelligence products, as the United States has restricted their export to China.
casting doubt on the viability of future China-related revenues for AMD. Both Nvidia and AMD are now navigating a complex geopolitical landscape where national security priorities increasingly ...
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 ...
These controls are aimed at hobbling China’s ability to build advanced AI models and applications that, according to the US, could have national security implications. AMD Chief Executive Officer Lisa ...
These controls are aimed at hobbling China's ability to build advanced AI models and applications that, according to the U.S., could have national security implications. Advt AMD CEO Lisa Su said ...
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 ...
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 ...
The decision was influenced by several factors, including concerns over the long-term viability of AMD's artificial intelligence (AI) business in China. KeyBanc analysts cited increasing ...
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