Subject


AMD


2025-07-29

[News] AMD Killer Switches Sides: Former Intel China President Joins Team Red

According to a report from Chinese media outlet Mydrivers, information on LinkedIn shows that Ian Yang, who retired from Intel in 2021 as President of Intel China, joined AMD at the end of 2024 as Corporate Vice President and Lenovo Global Account Manager. As the report highlights, the former Int...

2025-07-24

[News] AMD CEO Says TSMC Arizona Chips Cost Up to 20% More Than Taiwan’s but Are Worth It

At an AI event in Washington on Wednesday, AMD CEO Lisa Su stated that chips produced at TSMC’s Arizona plant cost “more than 5% but less than 20%” more than those made in Taiwan, according to Bloomberg. She also noted that AMD expects to receive its first batch of chips from the Arizona facil...

2025-07-16

[News] NVIDIA H20 Sales Restart Sparks Buzz: Likely Inventory Sell-Off; New Blackwell GPU for China Expected

With the U.S. approving NVIDIA’s return to H20 sales in China, chatter among Chinese distributors is picking up. According to Cailian Press, the move mainly clears out existing H20 stock and won’t affect the launch of newer Blackwell-based GPUs in the second half of 2025. Meanwhile, Reuters r...

2025-06-13

[News] Unpacking AMD’s MI350: Powered by TSMC’s N3P, with Samsung/ Micron as Dual HBM3E Suppliers

AMD officially unveiled its MI350 series GPUs at the Advancing AI 2025 event on June 12—and its key suppliers are now coming into focus. According to Commercial Times, both the MI350X and MI355X are built on TSMC’s N3P node. On the memory front, Sedaily reports that the chips pack 12-high HBM3E ...

2025-05-07

[News] AMD Projects a $1.5 billion Sales Hit from Chip Export Curbs, with the Biggest Impact in Q2 and Q3

With Trump’s new export curbs targeting its MI308 AI chips, AMD expects a $1.5 billion revenue hit this year, according to Reuters and CNBC. Meanwhile, CEO Lisa Su noted the impact of the restrictions will land hardest in Q2 and Q3, as per the reports. The reports suggest that AMD absorbed $800...

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