News tagged AMD at DIGITIMES

NEWS TAGGED AMD

Thursday 27 November 2025

Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

Tuesday 25 November 2025

Investors pile into Moore Threads as China seeks its own Nvidia alternative

China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...

Friday 21 November 2025

White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks

The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act...

Thursday 20 November 2025

US approves advanced chips for Saudi Arabia to foster global AI hub

After months of negotiations, the US has approved the export of up to 70,000 advanced AI chips to Emirati firm G42 and Saudi Arabia's Humain, marking a major milestone for both Gulf...

Thursday 20 November 2025

AMD, Cisco, and HUMAIN form joint venture to deploy up to 1GW of AI infrastructure in Saudi Arabia

AMD, Cisco, and HUMAIN announced a joint venture to develop up to 1GW of AI infrastructure in Saudi Arabia by 2030, beginning with a 100MW deployment in 2026. The project aims to...

Wednesday 19 November 2025

AMD eyes US$20B data center GPU revenue in 2 years, bets on rack-level MI400 growth

AMD CEO Lisa Su revealed at a recent Financial Analyst Day in New York that the company expects to generate about US$34 billion in revenue in 2025, with approximately US$16 billion...

Wednesday 19 November 2025

AMD targets 50% of server CPU market, extending its comeback against Intel

Intel is entering a difficult rebuilding phase after a decade of manufacturing setbacks that allowed Advanced Micro Devices to steadily chip away...

Sunday 16 November 2025

Semco eyes big tech deals in the glass substrate boom

Samsung Electro-Mechanics (Semco) is reportedly in supply talks with several Big Tech companies, two years after moving into glass substrates. Seen as a next-generation breakthrough...

Thursday 13 November 2025

Inventec anticipates growth in 2026 fueled by servers and NB

Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...

Thursday 13 November 2025

Google, AMD, Nvidia reveal AI development roadmaps from cloud to physical world

In light of AI bubble concerns, Google, AMD, and Nvidia came together to share insights on generative AI expansion and development strategies. All three companies are confident in...

Wednesday 12 November 2025

ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook

ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger...

Wednesday 12 November 2025

AMD's latest product roadmap revealed, Zen 7 debuts

AMD unveiled its latest CPU and GPU product roadmap during investor day, confirming the launch of the Zen 6 architecture built on TSMC's 2nm process in 2026. The next-generation Zen...

Wednesday 12 November 2025

AMD projects US$1 trillion AI chip market by 2030, bets big on data center boom

AMD used its analyst day on November 11 to outline an ambitious long-term roadmap powered by accelerating AI demand, projecting sharp gains in revenue, profitability, and market share...

Thursday 6 November 2025

Nvidia unveils NVQLink as AMD, IBM achieve quantum error correction on FPGA

Nvidia has officially ushered in the "quantum GPU computing era" by unveiling NVQLink, claimed to be the world's first architecture connecting quantum systems with classical CPU and...

Wednesday 5 November 2025

AMD’s AI growth story: how OpenAI became both catalyst and concern

OpenAI has become a key driver of AMD's data center growth, marking a turning point in the chipmaker's AI strategy. As AMD deepens collaboration with OpenAI through massive GPU deployments,...

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