AMD

Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei

DeepSeek, the Chinese artificial intelligence lab whose low-cost model rattled global markets last year, has not shown U.S. chipmakers …

Sources: DeepSeek did not share its upcoming V4 model with US chipmakers, including AMD and Nvidia, but granted early access to Chinese companies like Huawei

DeepSeek, the Chinese artificial intelligence lab whose low-cost model rattled global markets last year, has not shown U.S. chipmakers …

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

SIA: chip sales hit $791.7B in 2025, up 25.6% YoY, with advanced Nvidia, AMD, and Intel chips accounting for $301.9B, up 40%; SIA expects $1T in 2026 chip sales

Sources: Intel and AMD have notified Chinese customers of supply shortages for server CPUs, with Intel warning of delivery lead times of up to six months

AMD reports $390M in revenue from MI308 AI chip sales to China in Q4; CEO Lisa Su says orders were “from very early in 2025” but shipped in Q4 after US approval

Company sees $100m more revenue from China as Beijing weighs rules on Nvidia, other foreign chips

AMD reports Q4 revenue up 34% YoY to $10.3B, Data Center revenue up 39% to $5.4B, forecasts Q1 revenue below the highest projections; AMD drops 5%+ after hours

Advanced Micro Devices Inc., the main challenger to Nvidia Corp. in the market for artificial intelligence processors …

G42 CEO Peng Xiao says AI chip shipments from Nvidia, AMD, and Cerebras are set to arrive in the UAE within the next few months, as the UAE builds a 200MW hub

Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026

Wall Street Journal :

A look at AMD's pivot to AI chips in 2022 under CEO Lisa Su, increasing AMD's market value from $90B to $335B+ in three years, as the chipmaker takes on Nvidia

not Nvidia — is the canary in the coal mine Semiconductor Engineering : Chip Industry Week In Review