Advanced Micro Devices, Inc. (AMD)
Samsung, AMD expand AI chip ties: here's why it matters
Samsung Electronics and AMD have deepened their long-standing partnership with a new agreement focused on artificial intelligence infrastructure, as global demand for high-performance data centre systems accelerates. The memorandum of understanding was signed at Samsung's semiconductor campus in Pyeongtaek, South Korea, during a visit by AMD chief executive Lisa Su, alongside Samsung Electronics vice-chairman and chief executive Young Hyun Jun. The deal reflects a broader industry shift, where chipmakers are moving closer together to address bottlenecks in AI computing, particularly around memory speed, power efficiency, and system integration.
Samsung Elec and AMD sign MoU on AI memory, explore foundry partnership
Samsung Electronics and Advanced Micro Devices (AMD) signed a memorandum of understanding to expand their strategic partnership on memory chip supplies for artificial intelligence infrastructure, the companies said on Wednesday.
AMD CEO Lisa Su to visit Samsung chip plant in South Korea, discuss expanding ties, source says
Advanced Micro Devices CEO Lisa Su is set to visit Samsung Electronics' chip production site in Pyeongtaek, South Korea on Wednesday, where she will tour production lines and discuss expanding cooperation beyond memory into foundry manufacturing, a source with knowledge of the trip said.
Analysts set AMD stock price target
RBC Capital reiterated a “Hold” rating on Advanced Micro Devices (NASDAQ: AMD) on Sunday, March 15, with an AMD stock price target of $230.
Advanced Micro Devices, Inc. (AMD) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Advanced Micro (AMD) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Advanced Micro Devices Has Sold Off. Here's Why the Bull Case Isn't Broken.
AMD stock has declined in 2026, despite strong revenue growth and accelerating demand for its AI chips. AI infrastructure deals with Meta and OpenAI have improved AMD's long-term revenue visibility.
AMD: The Trojan Horse In The Server Room
Advanced Micro Devices offers significant upside at current levels supported by robust CPU growth, margin expansion, and free cash flow, independent of AI GPU debates. Intel is filling H1 2026 orders with current-gen Granite Rapids while Diamond Rapids and Clearwater Forest sit in delay. AMD has two to three quarters of muted competitive response ahead. Unconditional manufacturing commitments of $8.5 billion for 2026 and the ZT Systems acquisition underscore management's strong demand visibility and strategic execution.
Alliancebernstein L.P. Lowers Holdings in Advanced Micro Devices, Inc. $AMD
Alliancebernstein L.P. decreased its position in Advanced Micro Devices, Inc. (NASDAQ: AMD) by 8.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,561,473 shares of the semiconductor manufacturer's stock after selling 230,825 shares during the period. Alliancebernstein
1 Artificial Intelligence (AI) Stock I'd Never Sell
AMD's upcoming MI450 release could redefine the market for AI accelerators. An increasingly favorable valuation could attract more investors.
Wall Street Week Ahead
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.
This Artificial Intelligence (AI) Stock Just Landed a Deal Worth Over $100 Billion. Is It a Buy?
AMD is the second-largest data center GPU company by market share. Late last year, it locked in a potential $100 billion deal with OpenAI, with Microsoft, Meta, and Oracle also announcing they would buy AMD chips.
AMD's Next AI Catalyst: MI450
AMD generated $34.6B in revenue in 2025, with growing hyperscaler demand from OpenAI, Meta, and Oracle supporting its next GPU cycle. The EPYC CPU and Instinct GPU flywheel is strengthening, with server CPU demand rising and the Venice platform seeing strong early demand. MI355X GPUs show competitive inference performance, delivering strong token throughput and solid performance-per-cost in certain FP8 workloads.
