Policy Change - China is easing restrictions on the amount of foreign capital that companies can raise for climate-related projects [1]

Why China Is Dunking On The Trump Administration's New TikTok Account https://t.co/Ll0zmDjWAv https://t.co/eQqHQJRtbq ...

Geopolitical Analysis - The report suggests China is outperforming the Trump Administration's new TikTok account [1] Social Media Trends - The report highlights the performance of content on TikTok [1]

Industry Focus - A new biotech billionaire outmaneuvered Merck in China [1]

Market Impact - Markets can handle the US taking 15% off the top of Nvidia's sales to China [1] Geopolitics & Business - Nationalism has a positive impact on the market [1]

Nvidia and Advanced Micro Devices Inc. agreed to pay 15% of their revenues from chip sales to China to the US government as part of a deal with the Trump administration to secure export licenses, the Financial Times reported Sunday https://t.co/5Mfdjm5OHr ...

So, has Apple really gotten its mojo back. Bonoin, what do you say. >> Part of it. Part of it.I mean, we've It's like uh what is that that movie Gold Member where the guy lost his mojo. Um so, I I think they do in terms of them actually um kind of meeting and exceeding expectations in terms of uh service revenue, in terms of uh like iPhone and China. I think there were some positives there.I do think the overhang here is what is their AI strategy. And until we have a question, until we have that question an ...

Geopolitical & Regulatory Risks - US President Donald Trump calls for Intel CEO's resignation due to concerns about ties to China, following Senator Tom Cotton's letter to the board [1] - The board is expected to investigate the CEO's investments in Chinese companies, potentially minority investments, to assess due diligence [2] - Intel previously pleaded guilty to violating US export controls by sending semiconductors to a Chinese military university [6] - The administration may increase pressure on China regarding export controls, impacting companies like AMD seeking licenses [6][7] - Determining the end customer for chips is difficult due to bulk sales and numerous resellers, making it hard to track usage [7][8] Semiconductor Manufacturing & Industry Dynamics - Intel's situation highlights the administration's focus on reviving domestic semiconductor manufacturing [4] - Reviving Intel is crucial for the US to revitalize semiconductor manufacturing at an advanced level [4][6] - Establishing an advanced node fab takes time, as seen with TSMC in Arizona, requiring a multiyear investment [5] - Export controls and Section 232 investigations add complexity to the semiconductor industry [7]

It was such an interesting quarter to look back at data in particular CPU strength, not just accelerators. Strong outlook on accelerators. Gaming PC.And then some concern about the future of the China business. But Caroline and I sort of talks for quite a while now about AMD as the best performing chip stock so far this year. I want to if we start by just asking what in the quarter changed for AMD.What the kind of biggest move forward was, do you think. Yeah, absolutely. So, first of all, Ed and Caroline, g ...

Financial Performance & Growth - AMD's Q2 revenue increased by 32% year-over-year [2] - AMD projects Q3 revenue growth of 28% year-over-year [2] - AMD anticipates a stronger second half of the year [27] Data Center Business - Data center business is performing extremely well, with server CPUs gaining market share in cloud and enterprise [3] - AI investments from hyperscalers are driving both CPU and GPU revenue [3] - The total addressable market (TAM) for accelerators in the data center is expected to exceed $500 billion in the next few years [10] - AMD aims to capture a significant portion of the new accelerator TAM, targeting tens of billions of dollars in revenue [7][10] Accelerator Outlook - Accelerator growth will primarily drive data center performance in the second half of the year [8] - The MI350 product, launched in June, is highly competitive in terms of total cost of ownership for inferencing and training workloads [8][9] - AMD has accelerated its roadmap with an annual cadence, planning to release the MI400 series next year with full rack-level solutions [10][11] China Business & Regulations - There were concerns about the future of the China business [1] - AMD has seen improvements in shipping to China in the last 90 days, after initial expectations of being unable to ship due to regulations [13][14] - AMD has several licenses under review and expects them to move through the process, but has excluded potential China revenue from Q3 guidance due to uncertain timing [15] - AMD is closely monitoring the progress of domestic Chinese chip makers in the accelerator market [19][20] Product & Market Position - AMD sees strength in PCs and gaming, with well-positioned products for both consumer and commercial markets [4] - The embedded business is expected to return to growth in the second half of the year [5] - AMD is competitive in CPUs for both server and client markets, gaining traction in cloud and enterprise [24]