AMD: Don't Mistake This As A Buying Opportunity - Reiterate Sell
AMD's disappointing 4Q24 results and upcoming challenges in the AI battle against Nvidia and Intel suggest more downside ...
Semiconductor Engineering4d
Chiplets Still A Challenge With UCIe 2.0
New connectivity standard brings performance improvements and a bunch of new features, but it may take years before they are ...
Semiconductor Engineering5d
Chiplets: Where Are We Today?
Chuck was also the moderator for the opening plenary session Chiplets: Where We Are Today. The speakers were Jim Handy of ...
AMD Is Well-Positioned for Share Gains in CPUs and Capturing a Piece of the AI Pie
As of September 2024, AMD had $4.5 billion in cash and cash equivalents against total debt of $1.7 billion. AMD took on debt to acquire Xilinx, but Xilinx generates healthy cash flow, and now that AMD ...