AMD is undervalued, but competition and macro risks limit upside. Find out why AMD stock won’t aggressively rebound in the ...
Advanced Micro Devices (NASDAQ: AMD) has emerged as the No. 2 player in the artificial intelligence (AI) accelerator market, ...
Shares of Advance Micro Devices are poised for a reversal as its candlesticks show a rare pattern despite a double downgrade ...
Lastly, keep in mind that AMD is also developing a successor GPU to the MI300 called the MI325X -- slated to launch in 2025. Moreover, the company's MI400 architecture is targeting a launch date ...
Semiconductor stocks have been red hot over the last two years thanks to soaring demand for artificial intelligence (AI).
Also noted were doubts about the company’s AI offerings to match Nvidia until the MI400 platform launch, which is expected before the end of 2025 or early 2026. AMD’s roadmap includes the ...
coinciding with the anticipated launch of the MI400. HSBC's downgrade also reflects concerns over AMD's client momentum and limited upside for non-AI data center revenue in FY25. The firm expects ...
The forecast puts Nvidia's market share in 2028 at 86%, AMD taking 10% and Intel & other competitors at 4%. However, we are slightly more optimistic now that the MI350 and MI400 series are coming ...
Lee further said that until its MI400 series release, scheduled in late 2025 or early 2026, AMD may not have a competitive AI rack solution. Separately, AMD revealed a $20 million strategic ...
Based on a new architecture, AMD claims that the MI350 family provides up to 35 times the AI inference performance compared to the MI300 family. The MI400 family will then come in 2026 ...
Lee suggested that AMD could face a competitive disadvantage in AI rack solutions until the arrival of its MI400 series, expected in late 2025 or early 2026. Trending: CEO of Integris gathered a ...