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AMD Supply Chain

AMD Supply Chain
Insights on Companies in the AMD Supply Chain

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23 Dec 2024 12:29

Memory Monitor: The Emerging Mass-Market Edge AI Need for Mobiles; Long Micron Vs. Short Nanya Tech

​Micron's outlook disappointed last week, but the decoupling trade of Long SK Hynix vs. Short Nanya Tech is working. Consider swapping in Micron as...

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20 Dec 2024 16:47

Asian Equities: 2025 High Conviction – Five Themes, Five Top Picks

​2025 may be tricky for Asian equity with "Trump turmoil", slower Fed, strong Dollar. AI boom would help. Ditto China's consumption focus & India's...

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15 Dec 2024 13:24

Tech News This Week: Samsung Multiple Negatives. Intel Facing Reality. TSMC, Mediatek.

​Tech industry facing job cuts. stable market share for Mediatek-Qualcomm in mobile, foundry top-10 sees growth in 5-4-3nm but struggles with...

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14 Dec 2024 05:00Syndicated

Tech Supply Chain Tracker (14-Dec-2024): Samsung: VP leads key unit, strategic realignment.

Samsung Display appoints new VP for strategic realignment, BYD and Gotion expand EV and battery production, Google reveals Gemini 2.0 and TPU...

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bullishGLOBALFOUNDRIES
12 Dec 2024 14:00

GlobalFoundries Inc.: Automotive & Industrial IoT Integration As A Critical Growth Lever! - Major Drivers

GlobalFoundries' third-quarter fiscal year 2024 results provide a comprehensive overview of its financial performance and strategic...

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