#AMD

  • AMD Confirms Resumed MI308 Chip Exports to China After Nvidia H20, Awaiting Review

    Shortly after Nvidia’s H20 chip sale to China was approved, AMD confirmed it will resume exporting its MI308 chip to the Chinese market. The U.S. Department of Commerce will review AMD’s license application. These AI hardware export restrictions, imposed by both the Biden and Trump administrations, have negatively impacted AMD’s financials, with potential losses reaching $800 million. The policy shift allowing MI308 exports is a boost for AMD, reflected in a nearly 5% stock price surge. This decision marks a policy reversal, particularly from the previous Trump administration’s stance.

    2025年7月15日
  • Nvidia Surges as H20 Chip Re-Supply Sparks $165 Billion Market Cap Jump

    Nvidia’s stock surged after CEO Jensen Huang’s Beijing visit sparked optimism about resuming H20 chip sales to China, adding almost $200 billion to its market cap. AMD also saw gains. The H20 is a modified chip designed to comply with U.S. export rules. Despite Nvidia’s optimism, uncertainties remain due to U.S.-China relations and growing competition from domestic Chinese companies like Huawei, which could impact long-term market share.

    2025年7月15日
  • Analysts Raise AMD MI350 AI Chip Target Price Amid High Bullish Sentiment

    Analysts boosted AMD’s stock to ‘buy’ with a $200 target, citing its MI350 AI chips as a strong Nvidia competitor. Increased optimism centers on the MI350’s performance rivaling Nvidia’s Blackwell and higher-than-expected pricing, with the MI355 model now projected to sell for $25,000. HSBC significantly raised AMD’s projected 2026 AI chip revenue to $15.1 billion (up from $9.6B). The positive outlook drove AMD’s stock up 4.15% recently.

    2025年7月11日
  • AMD Claims New AI Chip Now Outperforms Nvidia’s Competition

    AMD CEO Lisa Su is challenging NVIDIA’s dominance in the booming AI chip market. AMD’s new MI355 chips reportedly outperform NVIDIA’s offerings in AI software execution and offer a price advantage. Su forecasts the AI chip market will exceed $500 billion. OpenAI will utilize AMD’s chips, and the company aims to significantly expand its market share, though NVIDIA currently leads with substantial revenue. The MI series is pivotal for AMD’s growth.

    2025年6月12日