Despite a Q4 data center revenue miss, AMD posted impressive YoY growth, with revenue of $7.7 billion and EPS of $1.09. AMD's valuation is conservative, with a forward PEG ratio significantly ...

TL;DR: AMD plans to launch its Instinct MI350 AI accelerator in mid-2025 and the MI400 in 2026, aiming for significant AI revenue growth. The MI350 will feature TSM's 3nm process and 288GB of ...

Lisa Su, Chair and CEO, highlighted AMD's transformative year, emphasizing record annual revenue of $25.8 billion, a 14% increase year-over-year, driven by strong growth in the data center and ...

It features a 3U rack-mount chassis and supports up to four AMD Instinct MI300A APUs, which combine CPU and GPU cores for accelerated computing. For storage, it has eight 2.5-inch NVMe Gen5/SATA ...

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Nevertheless, AMD faces production challenges due to limited access to high-bandwidth memory (HBM) and advanced packaging technologies like CoWoS, which have constrained its ability to fully meet ...

TL;DR: NVIDIA is shifting from CoWoS-S to CoWoS-L advanced packaging for its Blackwell AI GPUs, requiring increased capacity from TSMC, the leader in semiconductor technology. This transition aims ...

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