About Advanced Micro Devices, Inc. - Common Stock (AMD)
Advanced Micro Devices is a leading global semiconductor company that designs and manufactures computing and graphics solutions for a wide range of applications. The company is known for its innovative microprocessors, graphics cards, and system-on-chip products, which are used in personal computers, servers, and embedded systems. AMD focuses on high-performance computing, gaming, and data center markets, offering advanced technologies that compete with those of other major players in the industry. By delivering cutting-edge products that push the boundaries of processing power and efficiency, AMD plays a critical role in driving technological advancements and enhancing user experiences across various platforms. Read More
In the early weeks of 2026, the artificial intelligence industry has reached a pivotal realization: the race for dominance is no longer being won solely by those with the smallest transistors, but by those who can best "stitch" them together. At the heart of this paradigm shift is Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) [...]
As of January 19, 2026, the global semiconductor landscape has undergone a tectonic shift. After nearly a decade of playing catch-up to Asian rivals, Intel (NASDAQ: INTC) has officially entered high-volume manufacturing (HVM) for its 18A (1.8nm-class) process node. This milestone marks the successful completion of CEO Pat Gelsinger’s audacious "five nodes in four years" [...]
As of January 19, 2026, the artificial intelligence hardware landscape has reached a definitive turning point, centered on the resolution of a multi-year rivalry between the traditional GPU powerhouses and specialized inference startups. The catalyst for this seismic shift is the definitive "strategic absorption" of Groq’s core engineering team and technology by NVIDIA (NASDAQ: NVDA) [...]
As of January 19, 2026, the global semiconductor industry stands on the precipice of a historic milestone. Once a cyclical sector defined by the ebbs and flows of consumer electronics, the chip market has transformed into a secular powerhouse. Recent projections from BofA Securities and leading consulting firms like McKinsey & Company indicate that the [...]
In a move that has sent shockwaves through the global technology sector, the United States officially implemented a 25% tariff on frontier-class AI semiconductors, effective January 15, 2026. This aggressive trade policy, dubbed the "Silicon Surcharge," marks a pivotal shift in the American strategy to secure "Silicon Sovereignty." By targeting the world’s most advanced computing [...]
The semiconductor industry has reached a pivotal milestone in the race to sustain the explosive growth of artificial intelligence. As of early 2026, the formalization of the "One Team" alliance between SK Hynix (KRX: 000660) and Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has fundamentally restructured how high-performance memory is designed and manufactured. This collaboration marks [...]
The global semiconductor landscape has officially entered the "Angstrom Era" as Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) accelerates the mass production of its highly anticipated 2nm (N2) process node. As of January 2026, the world’s largest contract chipmaker has begun ramping up its state-of-the-art facilities in Hsinchu and Kaohsiung to meet a tidal wave [...]
Trump imposes 25% tariffs on select Nvidia and AMD AI chips. Starlink talks, Taiwan trade deals, and EV mandate criticisms highlight ongoing tech and geopolitical moves.
