Advanced Micro Devices, Inc. (AMD)
AMD Expects $800M Loss, UAL Tariff Guidance Approach, JBHT Slides
Breaking news hits Morning Trade Live as AMD Inc. (AMD) reports it will lose $800 million over U.S. export restrictions. Diane King Hall makes the comparison to Nvidia (NVDA) facing similar issues, and the concern that DeepSeek's disruption still lingers over the A.I.
AMD expects $800 million hit from U.S. chip restrictions on China
Advanced Micro Devices said it could incur charges of up to $800 million for exporting its MI308 products to China and other countries. Shares of AMD were down more than 5% on Wednesday.
Chip stocks fall as Nvidia, AMD warn of higher costs from China export controls
Technology stocks declined as the chipmaking sector warned of ongoing uncertainty and higher costs from President Donald Trump's tariff plans. Nvidia revealed in a filing Tuesday that will take a $5.5 billion charge tied to exporting its H20 graphics processing units to China.
AMD takes $800M charge on US license requirement for AI chips
AMD says that the U.S. government's license control requirement for exporting AI chips to China and certain other countries may impact its earnings significantly.
AMD, Micron, Broadcom Stocks Drop as U.S. Tightens Chip Export Rules
Chip stocks fell after new export licensing requirements were imposed on Nvidia's H20 and AMD's MI308.
Should You Buy Advanced Micro Devices (AMD) Stock Before May 6?
Advanced Micro Devices (AMD 0.85%) supplies some of the world's best semiconductors, including a growing portfolio of chips specifically designed to handle artificial intelligence (AI) workloads in data centers and personal computers.
Nvidia and AMD shares hit by new AI chip controls
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) shares fell 6.3% in after-hours trading on Tuesday, while fellow chipmaker AMD dropped 7.1%, after the U.S Commerce Department unveiled new export restrictions targeting their artificial intelligence chips bound for China. The revised rules impose licensing requirements on Nvidia's H20 and AMD's MI308 processors, along with equivalent models, as part of Washington's ongoing efforts to tighten control over advanced semiconductor technology.
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.
