Information Technology·Semiconductors·~26,000 employees·$310B mkt cap
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Recent signals affecting AMD
CRITICALReuters2h ago
NVDAAMDAAPL
TSMC reports 3-week production delay at Fab 18; AI accelerator capacity tightening through Q3
TSMC's three-week slip at Fab 18 hits the only foundry node servicing the world's advanced AI accelerator roadmap. NVIDIA is the most exposed: 95-100% of its production runs through TSMC custom 4N/N5/N7 nodes, with $50.3B in committed supply and >60% of global CoWoS capacity rese…
MODERATEBloomberg5h ago
AMD
Microsoft expands Azure capacity on AMD MI300X; data-center momentum builds into H2
Microsoft confirmed a multi-region Azure expansion built around AMD's Instinct MI300X accelerators, extending the design win disclosed last quarter into incremental capacity. The signal is positive for AMD's data-center segment, which has been the fastest-growing line in the port…
MODERATEEE Times8h ago
AMD
AMD signs multi-year extension with Cadence Design Systems for advanced-node EDA tools
AMD extended its primary EDA partnership with Cadence Design Systems through 2028, covering 3nm and 5nm tape-out tooling, IP libraries, and verification flows. The agreement preserves continuity on AMD's design stack at the moment Intel is pivoting its foundry strategy, and it re…
Intel is reported to be scaling back its 18A external customer pipeline, refocusing Foundry capacity toward internal product needs and a smaller list of strategic partners. The industry read-through is that advanced-node second-sourcing optionality continues to shrink: TSMC remai…