2025-11-12
Bloomberg
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AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
2024-07-06
Financial Times
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SemiAnalysis: Nvidia is set to sell $12B worth of H20 chips, or 1M+ units, in China in 2024; Huawei expects to sell ~550K units of its Ascend 910B chips in 2024
firm to sell over one million sanctions-compliant HGX H20 in 2024 Luke Jones / WinBuzzer : NVIDIA's AI Chip Revenue in China to Hit $12 Billion Despite US Restrictions Anusuya Lahiri / Benzinga : Is N...
2024-07-01
Bloomberg
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SK Hynix plans to invest ~$75B in chips through 2028, allocating ~80%, or ~$60B, to manufacturing HBM chips, as part of the parent company SK Group's bet on AI
hopes for AI business boost DigiTimes : SK Hynix aims to lead HBM Market for AI Chips, invests $75 Billion by 2028 Aamir Sheikh / Cryptopolitan : Korea's SK Group will invest $58 billion in AI chip ma...
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