Key Takeaways AMD shares have surged 17.8% in a month, outpacing the sector and NVIDIA's gains.Q3 revenue forecast is $8.7B, up 28% year over year at the midpoint.MI350 GPUs, EPYC chips, and big-name partners boost AI footprint.Advanced Micro Devices (AMD) shares have jumped 17.8% in the past month, outperforming the Zacks Computer and Technology sector and its closest peer, NVIDIA (NVDA) . The broader sector has appreciated 5.1% while NVIDIA has jumped 11%.However, shares have dropped 1.1% since the compan ...

U.S. President Donald Trump (L) listens as Nvidia CEO Jensen Huang speaks in the Cross Hall of the White House during an event on "Investing in America" on April 30, 2025 in Washington, DC.President Donald Trump on Monday said that he initially asked Nvidia for a 20% cut of the chipmaker's sales to China, but the number came down to 15% after CEO Jensen Huang negotiated with him.The comments came after news broke over the weekend that Nvidia agreed to pay the federal government a 15% cut in return for recei ...

公众号记得加星标⭐️，第一时间看推送不会错过。 特朗普政府曾于4月份禁止向中国出口此类芯片，但上个月改变了政策，这引发了人们对AMD及其竞争对手英伟达公司可 能很快恢复销售的希望。中国是全球最大的半导体市场，这些限制措施可能导致两家公司的总收入损失数十亿美元。 "由于我们的许可证仍在审核中，我们不会将任何 MI308 收入纳入第三季度业绩预期，"首席执行官苏姿丰在分析师电话 会议上表示。"由于美国出口限制实际上阻止了 MI308 对中国的销售，并且我们开始向下一代产品过渡，因此 AI 业务收 入同比下降。"Lisa Su接着说。 来源：内容 编译自彭博社 。 全球第二大人工智能处理器制造商AMD表示，该公司能否重返至关重要的中国市场难以预测，这掩盖了其对人工智能业务 普遍乐观的预期。 周二，AMD在其季度财报中拒绝预测其为中国设计的人工智能处理器Instinct MI308在中国的销量。这种不确定性给 AMD股价带来压力，导致其股价在盘后交易中下跌约5%。 截至收盘，AMD 股价在 2025 年上涨了 44%，成为半导体行业表现最佳的股票。 三个月前，AMD 表示，由于中国的出口限制，该公司将计入 8 亿美元 ...