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AMD affirmed full-year 2022 guidance of 60% sales growth and a record 54% gross margin amid supply chain challenges. I see even better prospects that management did not factor in given the recent ...
AMD CEO Lisa Su stated during a press conference in Taipei on July 19 that the company is heavily reliant on its Taiwan supply chain. AMD will continue to rely on TSMC and other important ...
According to CEO Lisa Su, AMD “undershipping” its products to balance supply and demand. As you know, the PC industry has experienced a great rise during the pandemic. Consumption has reached ...
SAP SE has released a new survey that finds senior business decision-makers expect the unprecedented supply chain issues and disruptions that U.S. companies have been grappling with for years are not ...
US semiconductor giants Intel and AMD have stopped selling semiconductors to Russia. On the other hand, the route of semiconductor supply to Russia remains open, and Reuters summarizes the causes ...
Su noted AMD had completed an acquisition of ZT Systems, a leading supplier of AI servers in the U.S., which expands its U.S. footprint. "We want to have a very resilient supply chain, so Taiwan ...
AMD plans to release new AI accelerators annually to compete with NVIDIA, but faces supply chain limitations. Revenue forecasts have been adjusted, with a HOLD rating on the stock. The MI300 has ...
However, we recognize that energy use and corresponding emissions in the AMD supply chain are much higher. BCG and CDP estimate that corporate supply chain emissions are on average 26 times higher ...
Supply chain issues have been impacting the automotive industry for several years now, most recently exacerbated by the semiconductor shortages and geopolitical disturbances. These issues are ...
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