amd

AMD will make an equity investment in the American quantum computing company PsiQuantum.

Charu Chanana, Chief Investment Strategist at Saxo Bank, stated that the uncertainty surrounding Nvidia may accelerate the trend of shifting towards alternative suppliers, with AMD, Broadcom, Alphabet, and Samsung Electronics potentially benefiting.The AI ecosystem faces risks such as increased debt financing, cash flow pressures from cloud services, and regulatory uncertainties. Investors should differentiate between companies that benefit from infrastructure spending and those that generate sustainable returns through AI.

AMD disclosed server processor and die interconnect layout at the In Depth technology forum. Venice uses TSMC's N2 process and CoWoS-L advanced packaging, and introduces elevated fan-out bridge (EFB). The subsequent Verano will adopt the N2P process. AMD's server architecture head Mahesh Subramony stated that as the number of computing cores increases, more data needs to be transmitted between dies, and EFB reduces power consumption and latency through short-distance interconnects. AMD expects the data center CPU market size to grow from approximately $26 billion in 2025 to about $220 billion in 2030, with a compound annual growth rate of over 50%.In terms of packaging collaboration, ASE and SPIL are involved in the development and validation of wafer-level 2.5D bridge interconnects, and AMD has completed panel-level EFB interconnect validation with Powertech. AMD announced in May 2026 that it will invest over $10 billion in the Taiwanese industrial ecosystem to expand strategic cooperation and advanced packaging capabilities. Regarding product progress, the Venice SP7 platform has been shipped, with the SP8 aimed at the enterprise market expected to be supplied in the first half of 2027, and Verano and Venice-X scheduled for release in the second half of the same year, with related server processor products targeted for mass production in 2027.

ChainCatcher reports, according to RootData market data, US stocks after-hours chip stocks up: AMD.O up 1.2%, MRVL.O up 1.1%, AVGO.O up 1%.

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks up: MRVL.O up 8.1%, MU.O up 7%, INTC.O up 6.6%, ARM.O up 6.2%, LRCX.O up 6%, AVGO.O up 5.8%, KLAC.O up 5.7%, AMAT.O up 5.4%, TSM.N up 4.4%, AMD.O up 4.1%, QCOM.O up 3%, NVDA.O up 2.6%, ASML.O up 2.1%.

ChainCatcher reports, according to RootData market data, US stocks pre-market chip stocks up: MRVL.O up 7.6%, ARM.O up 6.6%, MU.O up 6.6%, LRCX.O up 6.3%, INTC.O up 5.9%, AMAT.O up 5.8%, KLAC.O up 5.8%, AMD.O up 5.7%, TSM.N up 5.2%, NVDA.O up 5.1%, AVGO.O up 4.1%, ASML.O up 4%, QCOM.O up 2.9%.

The Industrial and Commercial Times reported on November 10 that the supply chain has recently indicated that NVIDIA intends to slow down chip orders. The report stated that NVIDIA's CEO Jensen Huang admitted to infidelity and apologized in a letter to employees on the 8th, U.S. time. The board has initiated an independent investigation to clarify whether it has been targeted by foreign intelligence activities. Foreign media disclosed that some companies authorized to handle the H200 are suspected of being shell companies, raising concerns that chips may be transshipped to mainland China through shell companies and third locations.The report indicated that stricter export reviews and the accumulation of H200 processors in Hong Kong have increased the risk of NVIDIA cutting orders, with upstream supply chain players such as TSMC and ASE being the first to bear the brunt. The supply chain revealed that there have also been rumors of NVIDIA cutting orders in wafer foundry recently, stating that this would benefit other chip manufacturers in obtaining more capacity, including AMD and cloud service providers' self-developed chips. ASIC manufacturers indicated that as long as TSMC can provide capacity, end customers will fully take on the orders. Industry sources pointed out that if NVIDIA releases capacity, companies like WorldChip, Creative, and MediaTek are expected to gain more capacity support.MediaTek estimates that the first AI accelerator aims for approximately $16 billion by 2027 and has already secured a second customer. WorldChip has also obtained a second ASIC order from a major American company and anticipates that revenue will gradually expand next year and the year after. Demand for AMD's data center business continues to exceed existing supply. AMD CEO Lisa Su stated in a recent earnings call that large cloud service providers are expanding EPYC deployments, with increased demand for AI accelerators and cabinets. The Instinct MI455X has been shipped in large quantities, and multiple cloud customers and computing power buyers have activated the first batch of Helios.

ChainCatcher reports, according to RootData market data, US stocks after-hours chip stocks up: MRVL.O up 1.9%, AMD.O up 1.1%, MU.O up 1.1%.

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks up: AMD.O up 5.6%, AVGO.O up 4.4%, AMAT.O up 3.6%, ASML.O up 3.4%, KLAC.O up 2.8%, LRCX.O up 2.2%, TSM.N up 1.9%, MU.O up 1.6%, MRVL.O up 1.5%.

This week, the AI sector faced a sell-off. Retail investors at Serenity compiled statements from executives of several tech giants and infrastructure suppliers, pointing out a significant disconnect between market sentiment and actual fundamentals. The CEO of Lumentum stated that there is a huge misalignment between demand orders and market performance; the CEO of AMD emphasized that the industry is in the very early stages of an adoption cycle, with demand far exceeding supply.The CEO of Arm warned that if the U.S. hesitates on data center construction, other countries are ready to take over at any time, and China has not slowed down. The CEO of Qualcomm pointed out that the current bottleneck is not demand, but rather limited supply, with shortages in wafers, substrates, assembly, and more. These statements indicate an extremely optimistic outlook for accelerator, networking, and semiconductor companies.Regarding political risks and construction obstacles, Serenity noted that politicians who previously threatened to restrict data centers showed a cooperative attitude after winning the election. Executives at Meta revealed that local politicians are actively seeking dialogue to preserve investment and jobs, but building new data centers is becoming more challenging. Data center developers reported strong pricing and demand, while also paying attention to financing costs and execution risks. Serenity concluded that there is a distinction between demand disappearing and demand delays caused by insufficient construction speed, and currently, there is no evidence that AI demand has been significantly damaged.

According to a report by The Information, Microsoft has reduced its capital expenditures for the third quarter by about $5 billion due to delays in the third-party data center it plans to lease. Sources say that the data center project by Iren located in Childress, Texas, has encountered delays, leading Microsoft to postpone some expenditures. Microsoft had previously announced plans to invest $9.7 billion over five years to lease servers equipped with NVIDIA GPUs from Iren.Power supply and grid access have also become bottlenecks for computing power delivery. Last month, Microsoft withdrew from a plan to lease a data center project in the UK from Nscale due to delays in grid access. As self-built data centers struggle to meet demand in a timely manner, Microsoft is simultaneously leasing computing power from multiple cloud service providers.Meanwhile, AI server supplier Supermicro continues to raise its performance expectations. The company's revenue for the first fiscal quarter reached $19.95 billion, exceeding analysts' expectations of $16.39 billion, and it expects revenue for the second fiscal quarter to be between $19.5 billion and $21.5 billion. The revenue forecast for fiscal year 2027 has also been raised from $65 billion to $72 billion to $72 billion to $82 billion. Bernstein pointed out that assessing AI computing power demand cannot simply rely on contract amounts or megawatt scale; it also needs to consider contract cancelability, duration, and actual deployment time; some projects may be delivered in phases, and chip procurement agreements may correspond to the same batch of computing power as data center leasing contracts.

According to Gate market data, U.S. stocks closed on Friday with the Dow Jones Industrial Average initially down 0.46%, the S&P 500 index up 0.32%, and the Nasdaq up 1.09%. Most chip stocks rebounded, with AMD up 11.04% and Intel up 7.71%. Tesla rose 4.23%, and SpaceX increased by 8.62%. The Nasdaq Golden Dragon China Index rose 1.67%.

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks up: LRCX.O up 12.7%, AMD.O up 9.1%, AMAT.O up 8.2%, KLAC.O up 8.2%, MRVL.O up 7.6%, TSM.N up 7.6%, MU.O up 7.2%, ASML.O up 6.3%, ARM.O up 5.6%, AVGO.O up 5.1%, NVDA.O up 4.9%, INTC.O up 4.5%, QCOM.O up 2.6%.

According to Gate market data, U.S. chip stocks are expanding their pre-market gains, with Nvidia rising over 5%, AMD rising over 8%, and SanDisk rising over 12%.

ChainCatcher reports, according to RootData market data, US stocks pre-market chip stocks up: LRCX.O up 9.8%, MRVL.O up 7.8%, KLAC.O up 7.5%, MU.O up 7.4%, AMAT.O up 6.7%, AMD.O up 6.6%, TSM.N up 6.3%, ARM.O up 6.2%, ASML.O up 5.4%, INTC.O up 5%, AVGO.O up 4.5%, NVDA.O up 3.4%, QCOM.O up 2.7%.

According to Gate quotes, Nasdaq futures are currently up 0.4%, with some U.S. tech stocks rebounding after hours. SanDisk (SNDK.O) and Micron Technology (MU.O) are up 4%, AMD (AMD.O) is up 2%, and NVIDIA (NVDA.O) is up 1%.

ChainCatcher reports, according to RootData market data, US stocks intraday chip stocks down: QCOM.O down 13.2%, ARM.O down 10.7%, AMD.O down 7.8%, LRCX.O down 6.6%, AMAT.O down 6.2%, KLAC.O down 5.9%, MRVL.O down 5.3%, MU.O down 4.6%, ASML.O down 4.2%, TSM.N down 4.1%, AVGO.O down 3.7%, INTC.O down 3.5%, NVDA.O down 2.4%.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market chip stocks down: QCOM.O down 9.7%, AMD.O down 3.7%, ARM.O down 3.6%, LRCX.O down 3.6%, AMAT.O down 3.4%, MRVL.O down 3.3%, KLAC.O down 3.2%, MU.O down 3%, INTC.O down 2.7%, AVGO.O down 1.9%, TSM.N down 1.8%, ASML.O down 1.7%.

Sharon Zhou, former Vice President of AI at AMD, announced on the X platform that she has officially joined Anthropic and will return to cutting-edge AI model research. Sharon Zhou held an important position at AMD.In June 2025, she led some team members from the startup Lamini to join AMD as Vice President of AI, responsible for AI research and other tasks. In 2026, her responsibilities expanded further, reporting directly to AMD CEO Lisa Su.

ChainCatcher reports, according to Rootdata market data, US stocks pre-market AI stocks up: ANET.N up 9.5%, AMD.O up 7.3%, SMCI.O up 7.2%.