AMD(US:AMD) Xuan Gu Bao·2025-11-06 14:51Group 1 - AMD's CEO, Lisa Su, announced that the Instinct MI308 AI chip has received export approval to China, but revenue from China will not be included in Q4 forecasts [1] - The Instinct MI350 series accelerators have shown impressive performance, with industry-leading memory bandwidth and capacity, matching or exceeding competitors while reducing costs and complexity [1] - The MI355 chip has gained significant customer interest in the past 90 days, with mass production starting earlier than expected in June, indicating a strong market demand [1] Group 2 - AMD has established a strategic partnership with Tongfu Microelectronics, forming a "joint venture + cooperation" model and signing long-term business agreements [1] - Shenghong Technology, which specializes in high-density printed circuit boards, is also collaborating with AMD [1]