Advanced Micro Devices (AMD)
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Advanced Micro Devices (AMD)

(超威半导体公司)

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Advanced Micro Devices (AMD)
Advanced Micro Devices (AMD)
超威半导体公司
The latest news, analysis and opinion on Advanced Micro Devices. In-depth analysis, industry insights and expert opinion.
Chairman / President
Victor Wen-Ti Peng
CEO / Managing Director
Lisa Tzwu-Fang Su
CFO / Finance Director
Jean X.Hu
Industry
Semiconductors
Website
amd.com
Headquarters address
2485 Augustine Dr, Santa Clara, CA, United States
Stock Code
NASDAQ:AMD
Year founded
1969
Illustration: Craig Stephens
China economy

Opinion | China’s development model is reverberating around the world

‘Made in China 2025’ has helped Beijing increase its level of self-reliance and severely dented the global appeal of free-market economics.

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Donald Trump

Wall Street rebounds as Trump softens posture on China tariffs

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Semiconductors

US Senate passes measure that limits Nvidia and AMD’s AI chip exports to China

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TSMC

TSMC posts better-than-expected sales on AI demand

The Taiwanese company is the go-to chipmaker for major AI accelerator designers including Nvidia and Advanced Micro Devices.

The TSMC fabrication plant in Hsinchu, Taiwan. Photo: EPA
Semiconductors

AMD shares surge after signing AI chip supply deal with OpenAI

The deal gives the ChatGPT creator the option to take up to a 10% stake in the Nvidia rival.

China Future Tech briefing

AI | AI accelerators offer opportunity for China chipmakers

Huawei and Alibaba are among Chinese companies working on specialised AI chips called ASICs that work alongside GPUs made by Nvidia and others.

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Semiconductors

Chinese AI chip developer Moore Threads gets go-ahead for Shanghai IPO

US-sanctioned Moore Threads plans to raise about US$1 billion from its listing on Shanghai’s Nasdaq-style Star Market.

Moore Threads founder and CEO Zhang Jianzhong speaks at a product presentation in December 2023. Photo: Moore Threads
Semiconductors

Huawei’s AI chip road map bolsters China’s tech self-sufficiency efforts

US-sanctioned Huawei shows it can match Nvidia’s multi-year chip road map, Interconnected Capital’s Kevin Xu says.

6
US-China tech war

Nvidia plans more powerful chip for China after H20 approval: sources

Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, although US regulatory approval is not guaranteed.

Semiconductors

China’s Nvidia challenger Cambricon to raise US$560 million for AI chip work

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

Cambricon’s booth at the 2021 World Artificial Intelligent Conference. Photo: Handout
China technology

My Take | Washington has already lost dirty chip war but does not know it yet

Selling China subpar chips will not make it dependent on the United States but instead spur it to produce more and better ones.

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Flags of China and US are displayed on a printed circuit board with semiconductor chips. Photo: Reuters
US-China relations

My Take | Trump trade war with China is starting to look like a partnership

As Washington and Beijing negotiate, US and Taiwan chip giants are paying the price via export tax, a potential state takeover and tariffs.

4
US-China trade war

Trump’s chip deal: has a new ‘pay-to-play’ era in China trade begun?

US’ ‘unprecedented’ move to take a 15 per cent cut of some chip sales to China creates new risks and conflicts of interest, analysts warn.

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Semiconductors

US secretly tracks AI chips to detect smuggling to China, sources say

Sources say the trackers are used in shipments of servers from Dell and Supermicro, which include chips from Nvidia and AMD.

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The US has secretly embedded trackers in some AI chip shipments, according to people actively involved in the supply chain. Photo: Reuters
Huawei

Huawei’s new algorithm could cut China’s reliance on foreign memory chips

Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.

5
The Huawei stand during the World Artificial Intelligence Conference in Shanghai last month. Photo: AFP
Huawei

Huawei to unveil tech to cut China’s reliance on HBM chips: report

While China’s top memory chip manufacturers are making progress, they still lag behind US and Korean rivals such as Micron and SK Hynix.

US-China trade war

Nvidia, AMD to pay 15% of China chip sale income to US, Financial Times reports

The US had frozen the sale of some advanced chips to China earlier this year as trade tensions spiked between the two countries.

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Malaysia

Malaysians, Singaporeans brush off Trump’s attack on Intel CEO

Social media users label it a ‘usual case of racism’ in the US against immigrants of Chinese descent, citing similar incident concerning TikTok’s CEO.

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Intel’s CEO Lip-Bu Tan speaks at the company’s Annual Manufacturing Technology Conference in San Jose, California, on April 29. Photo: Reuters
Tesla

Tesla disbands Dojo supercomputer team in blow to AI semiconductor effort

The decision marks a major shift for a programme years in the making, with Dojo once positioned as central to Tesla’s AI ambitions.

China's economic recovery

What are China’s most dynamic cities? New report gives surprising answer

Smaller Chinese cities now have higher growth potential than Beijing and Shanghai, according to the Economist Intelligence Unit.

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Semiconductors

Intel slashes a fifth of staff as new CEO revamps chipmaking business

The company will halt planned factories in Poland and Germany, and consolidate chip packaging operations in Vietnam and Malaysia.

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Intel’s CEO Tan Lip-bu. Photo: Reuters
Semiconductors

AMD’s Lisa Su sees chips from TSMC’s Arizona plant costing more

The Advanced Micro Devices CEO says the company’s first chips from TSMC’s US facilities are expected by the end of the year.

Advanced Micro Devices chair and CEO Lisa Su. Photo: Shutterstock
Science

Warning of glut in AI computing centres as China readies for Nvidia H20’s return

Industry demands are changing and only about 30 per cent of the country’s intelligent computing capacity is being used.

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TSMC

Chipmaking giant TSMC raises 2025 sales forecast amid AI optimism

TSMC’s move underscores resilient demand for high-end chips from the likes of Nvidia, despite earlier doubts brought by China’s DeepSeek.

Semiconductors

Nvidia, AMD to win market share in China as US eases export curbs

The return of Nvidia's H20 chip is set to increase foreign chip imports in China, where Huawei has been gaining ground, analysts say.

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Nvidia CEO Jensen Huang is surrounded by reporters after the opening ceremony ofthe China International Supply Chain Expo in Beijing on Wednesday. Photo: Reuters
China technology

Opinion | China is the US’ target, but Trump’s chip policies miss the mark

Improvisation masquerading as strategy does nothing to strengthen the US and only makes trade negotiations more difficult.

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US President Donald Trump holds up a chart of “reciprocal tariffs” while speaking during an event in the Rose Garden at the White House in Washington on April 2. Photo: Getty Images
Huawei

Huawei eyes export of AI chips to Middle East, Southeast Asia to rival Nvidia

The Chinese firm has reached out to potential clients in the UAE, Saudi Arabia and Thailand about buying its Ascend 910B processors.

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Semiconductors

US curbs, Nvidia delays likely to drive Samsung’s profit down 39%

The world’s biggest maker of memory chips is projected to report its lowest income in six quarters.

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