Advanced Micro Devices, Inc. (AMD)
US issues export licensing requirements for Nvidia, AMD chips to China
The U.S. Commerce Department said on Tuesday it was issuing new export licensing requirements for Nvidia's H20, AMD's MI308 artificial intelligence chips, as well as their equivalents, to China.
AMD to Make Chips at U.S. Site with TSMC. It's the Latest Stock to Rev Up U.S. Manufacturing.
AMD said Tuesday that some of its central-processing units for data centers will be made at Taiwan Semiconductor Manufacturing's site in Arizona.
AMD takes first steps towards onshoring production after Trump tariff shock
Advanced Micro Devices Inc (NASDAQ:AMD, ETR:AMD) will soon begin manufacturing its key processor chips in the United States for the first time, using Taiwan Semiconductor Manufacturing Company's (TSMC) new Arizona facility. The shift marks a notable expansion of AMD's supply chain beyond Asia, amid growing geopolitical tension and trade uncertainty.
AMD: Brutal Sell-Off Likely Will Be Reversed
Advanced Micro Devices, Inc. has underperformed this year, in part due to tariff fears, but is poised for a massive upswing with new AI accelerators like the Instinct MI350 ready to launch. Despite a 43% drop in valuation in the last year, AMD's Data Center revenues have surged, making the chip stock highly attractive as a long-term investment. AMD's Data Center business now represents 50% of total revenue, and Instinct-driven growth should be a major catalyst for growth. Analysts expect 50% Q1 2025 earnings growth Y/Y.
AMD: Better Positioned Than Nvidia To Face Tariffs As AI Becomes Commodity
Nvidia's stock has dropped 19.5% since my January 30 thesis, the downside induced mostly by the release of China's DeepSeek-R1 AI model and accelerated by reciprocity tariffs. This should accelerate GPU commoditization, benefiting competitors like GPU commoditization. That, as well as the inflationary effects of tariffs, should favor Advanced Micro Devices, Inc., which is also more diversified. Emerging open-source LLMs should also lead to changing AI economics, especially with tariffs and export restrictions in play.
Semiconductor Stocks Surge as Trump's Tariffs Skip Sector
Semiconductor stocks are bouncing back, after President Donald Trump's reciprocal tariff update notably exempted the sector.
AMD: Look Beyond Tariffs And Focus On The Big Picture
Despite Advanced Micro Devices, Inc.'s lag behind Nvidia in the AI race, its solid financials and low valuation present a compelling investment opportunity, warranting a strong buy rating. AMD's latest quarter showed 24% YoY revenue growth, driven by a 69% increase in data center revenues, highlighting its strong performance despite competitive pressures. Trading at just under 20x this year's earnings, AMD's valuation appears conservative, with potential for a significant re-rating.
AMD: The Market Overreacted To Tariff Fears, Now Comes The Breakout
Advanced Micro Devices remains a top AI winner with booming data center growth, despite its 26% stock drop on short-term tariff panic. Tariff risks seem overblown—China and the U.S. have incentives to negotiate, making a worst-case scenario unlikely. Valuation is near multi-year lows, with a forward P/E of 20.8, while EPS grew 90% (vs. sector's 10%).
Why AMD Stock Is Plummeting Today
Advanced Micro Devices (AMD -8.63%) stock saw a day of big sell-offs Thursday. The semiconductor company's share price wound up down 8.4% in a day of trading that saw the S&P 500 fall 3.5% and the Nasdaq Composite fall 4.4%.
AMD's EPYC Powers GOOGL & ORCL Solutions: Should You Hold the Stock?
Advanced Micro Devices is benefiting from an expanding usage of its fifth-generation EPYC processors.
Crisis Creates Opportunity: My Top Picks In The Current Selloff
Trump's new tariffs triggered a significant market crash, but I see this as an opportunity to buy high-quality tech stocks at discounted prices. Despite market turbulence, the fundamental growth drivers remain intact, particularly in the technology sector, which continues to deliver robust profit growth. My top investment picks all of which have strong competitive positions and are undervalued relative to their growth potential.
Why AMD Stock Rallied Harder Than Nvidia After New Tariff Announcement
In today's video, I discuss Nvidia (NVDA -4.75%), Advanced Micro Devices (AMD -7.34%), and recent updates impacting the semiconductor market. To learn more, check out the short video, consider subscribing, and click the special offer link below.
