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AMD (Advanced Micro Devices )

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nine_inch_nerd 28 augustus 2024 13:07

Inventec agrees to sell ZT Systems to AMD, to become AMD's shareholder
www.digitimes.com/news/a20240828PD212/

nine_inch_nerd 29 augustus 2024 13:49

Zie timeline. Positie AMD momenteel.
www.youtube.com/live/ccuX-YxCEws?si=P...

Jager63 3 september 2024 22:54

Blijven zitten loont niet altijd...

Jan

nine_inch_nerd 4 september 2024 14:29

Citi is still bullish on chips despite yesterday's sell-off after July data
Along with Micron, Citi has Buy ratings on AMD (AMD), Broadcom (AVGO), Analog Devices (ADI), Microchip Technology (MCHP) and Texas Instruments (TXN).
seekingalpha.com/news/4146655-citi-is...

AMD goed groen in voorbeurs in relatie tot de rest.

closer 4 september 2024 16:08

quote:
Jager63 schreef op 3 september 2024 22:54:
Blijven zitten loont niet altijd...

Waarschijnlijk is het zelfs lucratiever om rustig met cash aan de zijlijn te wachten tot zich zo'n enorme dip voordoet.
Leuk dat AMD nu licht aantrekt maar dat verlies van $11 is nog niet 1-2-3 weggewerkt.

closer 4 september 2024 16:45

quote:
closer schreef op 4 september 2024 16:08:
Leuk dat AMD nu licht aantrekt maar dat verlies van $11 is nog niet 1-2-3 weggewerkt.

Inmiddels al halverwege...

ikke,dus 4 september 2024 19:19

zoals altijd.. rustig blijven. :-)
Met kerst zitten we weer boven de 200.

nine_inch_nerd 5 september 2024 20:37

De welbekende chippers komen voorbij.
Interessant...

How Semiconductor Technologies are Enabling the Next Wave of Augmented Reality
www.semiconductor-digest.com/how-semi...

ikke,dus 5 september 2024 23:34

www.youtube.com/watch?v=EPXicyqlrNg

Advanced Insights Ep. 6: John Roese on AI and System Design

Gesprek tussen een AMD en Dell techneuten over hoe AI gebruikt gaat worden.

closer 6 september 2024 16:58

quote:
ikke,dus schreef op 4 september 2024 19:19:
zoals altijd.. rustig blijven. :-)
Met kerst zitten we weer boven de 200.

En we zitten nu al op 2/3 dus: rustig maar!
...

nine_inch_nerd 11 september 2024 16:50

Advanced Micro Devices (NASDAQ:AMD) retained its Buy rating from Citi Research as August notebook shipments increased 15% month over month.

However, the 15% month-over-month increase was more a reflection of the weak demand recorded in July than a material strengthening of the market. City analyst Carrie Liu forecast notebook demand for the third quarter of calendar year 2024 will show a 4% quarter-over-quarter increase, which is less than the average of 5%.

"We believe the PC recovery appears weaker than expected following our conversations with Intel (NASDAQ:INTC), Dell (DELL), and Western Digital (WDC) last week," said Citi analyst Christopher Danely, in a note. "We believe the inventory replenishment in PCs is over and could be a mild headwind near-term."

Citi's 2024 PC forecast of 256M units, or 1% year-over-year growth, is in line with pre-pandemic levels.

Citi maintains a Neutral rating on Intel. The PC and server segments comprise approximately 80% of Intel's sales.

AMD is attempting to grab a larger share of the server chip market, which is currently dominated by Nvidia (NVDA). Nvidia chips are highly valued by cloud companies, but the high cost has prompted multiple providers to augment their data centers with AMD chips as well.

For example, an Oracle (ORCL) executive said some of its cloud customers are using AMD chips to provide inference for artificial intelligence, according to a report Wednesday in The Information.

On Monday, Amazon Web Services (AMZN) CEO Matt Garman indicated its cloud services provide customers with access to AMD chips, as well as those from Intel, Nvidia and AWS.

Although the chips from AMD are not as powerful as Nvidia's they are more affordable. However, they have a lot of ground to cover to catch up to Nvidia in the data center space.

AMD's data center revenue was $2.8B in its latest quarterly financial report, compared to Nvidia's data center revenue of $26.3B in last earnings.

AMD is making moves though, as it announced last month it was acquiring ZT Systems, which will further enhance its ability to provide infrastructure for hyperscalers.

AMD was slightly higher during early market action Wednesday after closing 3.4% higher on Tuesday.

seekingalpha.com/news/4148671-amd-ret...

nine_inch_nerd 11 september 2024 18:24

By the way, ik ben weer ingestapt in AMD via een ETF.
:)
Na enige tijd denken.
Chip-marktbreed probeer ik er ook van te genieten.

closer 12 september 2024 16:35

quote:
nine_inch_nerd schreef op 11 september 2024 18:24:
By the way, ik ben weer ingestapt in AMD via een ETF.

Net op tijd!

nine_inch_nerd 15 september 2024 11:40

Ja, natuurlijk...

The AI supercycle is just beginning: AMD CEO
Brian Sozzi Tue, September 10, 2024 at 12:23 AM GMT+2
finance.yahoo.com/news/the-ai-supercy...

nine_inch_nerd 25 september 2024 15:33

TSMC is expanding CoWoS advanced semiconductor packaging capacity faster than expected, media report, with 2 new CoWoS plants, AP7 and AP8, seen launching in the 2nd half of 2025, boosting CoWoS capacity to 80,000 units per month by end-2025. Demand for CoWoS remains strong from a range of clients, including Nvidia, AMD, Broadcom, others.

Protecting the country, the divine mountain is powerful, and the advanced production capacity is ahead.
www.ctee.com.tw/news/20240925700178-4...
Indien onleesbaar (Taiwanesisch), op het translateknopje klikken.

nine_inch_nerd 3 oktober 2024 13:26

BofA on AMD: "Next week's 'Advancing AI' event on October 10 could be a 'catch-up catalyst' for AMD stock. Last year's AI event on December 6 produced 19% and 80% stock returns one month and three months later, respectively. AMD stock also peaked in early March, right ahead of Nvidia's GTC tradeshow."

"We believe that roadmap updates in AI and server CPU, with supporting cloud customer comments, could reinvigorate AMD stock, which is up just 9% year-to-date. However, the competitive landscape is getting crowded, and expectations are already high, with investors anticipating AMD to boost 2024 AI sales by another 10% to $5B-plus."
Bron: X

Zal het weer een (positieve) impact hebben zoals de laatste keer of is het sentiment/enthousiasme momenteel anders/gematigder?
Ik denk zelf het laatste....

ikke,dus 4 oktober 2024 20:01

en nu? staat op 170.. effe de top snoeien?

closer 4 oktober 2024 20:10

quote:
ikke,dus schreef op 4 oktober 2024 20:01:
en nu? staat op 170.. effe de top snoeien?

Ik heb er net 50 verkocht.

ikke,dus 4 oktober 2024 20:50

top. ik hoop op een supertop tegen 10 uur..

closer 4 oktober 2024 21:23

En dan ga je snoeien?

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