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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 ...
4 日on MSN
The deal represents an effort to strengthen China’s capabilities in high-performance computing, potentially posing a serious ...
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 ...
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 ...
Data center revenue will decline in the current period, hurt by a $700 million reduction in sales of that product, AMD predicted. The concerns weighed on the shares, which were little changed as of 10 ...
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.
AMD expects to incur up to $800 million of writeoffs associated with its MI308 artificial intelligence products, as the US has restricted their export to China. These chips were crafted to allow ...
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 ...
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.
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 competition ...
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