We’re redefining what’s possible for the AI data center with a full-stack, open, and integrated platform. Our 5th Gen AMD EPYC processors deliver the performance and efficiency to meet the demands of modern AI workloads. Combined with Instinct GPUs, Pensando DPUs, and AI NICs, we’re powering seamless, scalable infrastructure. And with continued software investment, we’re helping customers deploy and scale AI faster than ever. #AdvancingAI *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team ...

Key Takeaways AMD's shares are up 11.4% YTD, beating Intel and the broader Zacks Computer and Technology sector. Data center revenues jumped 57.2% in 1Q25, with Nokia adopting AMD's fifth-gen EPYC processors. New MI350 GPUs and AI deals with Meta and OpenAI boost AMD's profile, but Q2 guidance remains soft.Advanced Micro Devices (AMD) shares have rallied 11.4% in the year-to-date period, outperforming the Zacks Computer and Technology sector’s increase of 7.9%. The company’s shares have also outperformed ...

Key Takeaways MU's HBM revenue topped $1B in Q2 FY25, boosted by AI and data center demand. MU's 2025 EPS estimate rose 12.1% to $7.77, signaling 497.69% year-over-year growth. AMD's Data Center revenues jumped 57.2% in Q1 2025, driven by EPYC and Instinct GPU demand.Advanced Micro Devices (AMD) and Micron Technology (MU) are major players in the semiconductor industry. AMD is primarily known for producing CPUs, GPUs, and other integrated circuits, while Micron Technology specializes in memory and storage ...

Hey. Thank you for coming. It is always a pleasure to be the last session of a conference before, you get done.Because I'm between you and whatever you're going to do for the rest of the evening. Hey, my name is Ravi Swamy. Okay.I actually run the server product and engineering teams for epic. Essentially responsible for putting the epic products on our roadmap and then carrying it forward and delivering to our customers. Today, what I'm going to do is I'm actually, nav here was supposed to be my co-present ...

Core Insights - Advanced Micro Devices (AMD) shares are currently overvalued with a Value Score of D, trading at a forward 12-month Price/Sales ratio of 5.63X compared to the industry's 3.60X [1][3] Stock Performance - AMD shares have declined by 3.9% year-to-date, underperforming the Zacks Computer and Technology sector's increase of 2.5% and the Zacks Computer – Integrated Systems industry's growth of 16.4% [3][5] - The underperformance is attributed to macroeconomic challenges, including higher tariffs and export controls on certain Instinct GPUs to China [3] AI Market Expansion - AMD is enhancing its presence in the AI market with the introduction of the Instinct MI350 Series GPUs, which offer 4x generational AI compute gains [7] - Strategic partnerships with companies like Meta Platforms, OpenAI, Microsoft, and Oracle are pivotal in supporting AMD's role in next-gen AI workloads [8][10] EPYC Processor Adoption - The adoption of AMD's fifth-gen EPYC Turin processors is significant, with deployment across top telecom, aerospace, and semiconductor companies [12] - Nokia has adopted AMD's fifth-gen EPYC 9005 Series processors for its Cloud Platform, improving performance for 5G applications [13] Acquisitions and Market Position - AMD's acquisition of ZT Systems aims to strengthen its AI ecosystem and compete with NVIDIA in the AI chip market, targeting the $500 billion data center AI accelerator market by 2028 [14] - Despite a strong portfolio, AMD faces challenges from export restrictions to China and competition from NVIDIA [15][18] Financial Guidance - AMD expects second-quarter 2025 revenues of $7.4 billion, reflecting a year-over-year growth of approximately 27%, but anticipates a $700 million reduction due to halted shipments to China [15][16] - The Zacks Consensus Estimate for AMD's second-quarter 2025 earnings is 56 cents per share, indicating a year-over-year decline of 18.84% [16] Conclusion - AMD's expanding portfolio and strategic partnerships are expected to enhance top-line growth, but near-term prospects are hindered by macroeconomic uncertainties and competition, particularly from NVIDIA [17][18]

Core Insights - AMD has announced that Nokia will utilize 5 Gen AMD EPYC processors in the Nokia Cloud Platform, enhancing performance and energy efficiency for next-generation telecom infrastructure [1][2][3] Group 1: Collaboration and Benefits - The partnership between Nokia and AMD aims to provide telecom operators with infrastructure solutions that combine performance, scalability, and power efficiency to manage the complexities of 5G networks [2] - The integration of 5 Gen AMD EPYC processors into the Nokia Cloud Platform will enable Nokia to meet the demanding needs of its 5G customers while supporting sustainability goals [2][3] Group 2: Technical Specifications - The AMD EPYC 9005 Series processors will support containerized workloads essential for 5G Core, edge, and enterprise applications, delivering high performance per watt [3] - The focus on energy efficiency is critical for modern telecom networks to handle increasing data demands while minimizing environmental impact [3]

Industry Overview - The semiconductor industry is projected to grow from $631.01 billion in 2025 to $958.93 billion by 2030, with a CAGR of 8.73% during this period, driven by demand for AI and data center technologies [2] - Shipment volume in the semiconductor market is expected to increase from 1.40 trillion units in 2025 to 2.29 trillion units by 2030, at a CAGR of 10.32% [3] AMD Insights - AMD's data center revenues surged 57.2% year over year to $3.674 billion in Q1 2025, accounting for 49.4% of total revenues, driven by the adoption of EPYC processors [4] - The launch of the AMD EPYC 4005 Series processors in May 2025 is aimed at enhancing performance and efficiency for small and medium businesses [6] - AMD's partnerships with major hyperscalers like Oracle and Google Cloud have expanded the use of its EPYC CPUs, contributing to its growth [5] Semtech Insights - Semtech's data center revenues reached a record $51.6 million in Q1 fiscal 2026, up 143% year over year, driven by demand for CopperEdge and FiberEdge products [7] - The launch of the CopperEdge portfolio in April 2025 includes solutions that enable 800G and 1.6T connectivity for AI/ML data centers, focusing on power savings and performance [8] - Semtech has strengthened collaborations with cloud service providers, enhancing its position in next-generation data center infrastructure [9] Performance and Valuation - Year-to-date, AMD shares have decreased by 2.8%, while SMTC shares have fallen by 38.5%, attributed to a challenging macroeconomic environment [11] - Both AMD and SMTC shares are currently considered overvalued, with AMD trading at a forward Price/Sales ratio of 5.65X and SMTC at 3.09X [14] - The Zacks Consensus Estimate for AMD's 2025 earnings is $4.02 per share, reflecting a 21.45% year-over-year increase, while SMTC's fiscal 2026 earnings estimate is $1.66 per share, indicating an 88.64% year-over-year increase [16] Earnings Performance - AMD has consistently beaten earnings estimates over the past four quarters, with an average surprise of 2.30%, while SMTC has a higher average surprise of 10.83% [17] - Semtech's stronger earnings surprise history and innovative solutions position it as a more attractive investment compared to AMD [18]

Advanced Micro Devices (AMD) shares have soared 31.4% in the past month, outperforming the Zacks Computer and Technology sector’s increase of 19.4% and the Zacks Computer – Integrated Systems industry’s growth of 22.5%.The outperformance can be attributed to AMD’s expanding portfolio, accretive acquisitions and rich partner base. The strong adoption of fifth-gen EPYC Turin processors and expanding Instinct AI accelerator deployments across hyperscalers and enterprises have also been major growth drivers for ...

Core Insights - The FPGA market is projected to grow from $11.14 billion in 2025 to $18.76 billion by 2030, with a CAGR of 10.98% during this period [2] - AMD and Lattice Semiconductor (LSCC) are key players in this market, with AMD benefiting from its acquisition of Xilinx and LSCC focusing on low-power FPGA solutions [1][7] AMD Insights - AMD's acquisition of Xilinx has allowed it to expand into various embedded markets, including CPUs, GPUs, and FPGAs [3] - The latest VP1902 adaptive SoC from AMD features 18.5 million logic cells, doubling the programmable logic density compared to the previous generation [4] - In Q1 2025, AMD launched a high-performance 5G core powered by the Virtex UltraScale+ XCVU5P FPGA and completed initial shipments of cost-optimized Spartan UltraScale Plus FPGAs [5] - AMD is enhancing partnerships with major cloud providers like AWS, which launched FPGA-accelerated instances powered by AMD's EPYC processors and Xilinx Virtex FPGAs [6] LSCC Insights - LSCC is experiencing strong demand for its small and mid-range FPGA solutions, particularly with its Nexus and Avant product families [7] - The company is targeting high-growth applications such as AI, data centers, and advanced driver-assistance systems in automotive [8] - In February 2025, LSCC validated Everspin Technologies' MRAM for use across its FPGAs, enhancing suitability for mission-critical applications [9] Performance and Valuation - Year-to-date, AMD shares have decreased by 6.9%, while LSCC shares have fallen by 1.4% due to a challenging macroeconomic environment [10] - Both AMD and LSCC shares are currently considered overvalued, with AMD trading at a forward Price/Sales ratio of 5.41X and LSCC at 13.91X [13] - The Zacks Consensus Estimate for AMD's 2025 earnings is $4.09 per share, reflecting a 23.56% year-over-year increase, while LSCC's estimate is $1.05 per share, indicating a 16.67% increase [16] - AMD has consistently beaten earnings estimates, while LSCC has missed estimates in two of the last four quarters [17] Conclusion - AMD's portfolio expansion and partnerships position it for significant growth in the FPGA market, while LSCC's focus on low-power solutions captures emerging opportunities [18] - AMD is rated higher than LSCC, with a Zacks Rank of 3 (Hold) compared to LSCC's 4 (Sell) [18]

Lisa Su, CEO of AMD, attends the Artificial Intelligence Action Summit at the Grand Palais in Paris, Feb. 10, 2025.Advanced Micro Devices reported first fiscal-quarter earnings on Tuesday that topped expectations, and provided a strong forecast for current-quarter revenue.Shares of AMD rose more than 4% in extended trading.Here's how the chipmaker did versus LSEG expectations for the quarter that ended March 29:Earnings per share: 96 cents adjusted vs. 94 cents expectedRevenue: $7.44 billion vs. $7.13 billi ...