Vinh said there are three main factors behind his downgrade: Increasing concerns regarding the sustainability of AMD's China AI business. "While near-term demand trends are driving increased demand ...

Trump tariffs could trip up one of the hottest semiconductor stocks of the past five years not named Nvidia (NVDA). KeyBanc Capital Markets senior research analyst John Vinh slashed his rating on ...

AMD stock jumped nearly 5% in early trading as part of a broader snap-back rally in stocks as tariff fears subside, at least for one session. Read more: What Trump's tariffs mean for the economy ...

AMD predicted. The concerns weighed on the shares, which were little changed as of 10:45 a.m. in New York on Wednesday. They had declined after the company disclosed the China sales impact ...

AMD predicted. The concerns weighed on the shares, which were little changed as of 10:45 a.m. in New York on Wednesday. They had declined after the company disclosed the China sales impact, but began ...

Advanced Micro Devices AMD expects to incur up to $800 million in writeoffs associated with its MI308 artificial intelligence products, as the United States has restricted their export to China.

These controls are aimed at hobbling China's ability to build advanced AI models and applications that, according to the US, could have national security implications. AMD CEO Lisa Su said on a ...

Even with the new export control curbs related to China that are likely to be an issue for some time, AMD's (NASDAQ:AMD) quarterly results and guidance impressed several Wall Street firms.

While AMD’s GPU chips do not match Nvidia’s chips at the premium level, the AI boom is stimulating the entire market, with emerging large-scale models like OpenAI’s GPT-4o and China’s ...

Question: How would you feel if you owned AMD stock ... the launch of China’s new resource-light DeepSeek AI model—which might reduce GPU demand—and mounting macroeconomic concerns in ...

The Export Control limits the shipment of AI chips to China without a license, including the MI308 AI GPU. In the case of AMD, the revenue impact is upwards of $1.6 billion with a 50% gross margin.

The decision was influenced by several factors, including concerns over the long-term viability of AMD's artificial intelligence (AI) business in China. KeyBanc analysts cited increasing ...