AMDAMD

Advanced Micro Devices designs CPUs, GPUs and AI accelerator chips, competing directly with Nvidia in AI data center hardware and with Intel in PC and server processors. Under CEO Lisa Su, the company has expanded from a distant challenger into a key supplier for hyperscale AI buildouts, with its MI-series accelerators and Instinct platform positioned as the main alternative to Nvidia's GPUs. AMD also supplies EPYC server CPUs used widely in cloud data centers.

CEO Lisa Su · Founded 1969 · Listed True · HQ Santa Clara, California, US · Exchange NASDAQ · Website amd.com

Predictions & track record (11)

• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat?Check whether AMD actually reaches SemiAnalysis's revised October 2026 target for CI test parity with Nvidia's CUDA on vLLM and SGLang gating tests.
• Awaiting grading AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close itWhether AMD and Samsung actually sign the definitive HBM4 supply agreement around Helios's end-of-Q3 shipping start will be checked in mid-October 2026.
• Awaiting grading Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demandCheck Intel's next quarterly report, expected around late October 2026, to see whether revenue lands in the guided $15.8 billion to $16.8 billion range and whether the AI data center segment keeps growing at a similar pace.
• Awaiting grading Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year?Grade around mid-2027 whether Huawei's chip software ecosystem (DeepSeek's compiler and TileLang tooling) has closed the gap with CUDA as Wenfeng predicted, and whether Nvidia's China-exposed growth underperformed as a result.
• Awaiting grading SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early dataGrade whether Nvidia submits verifiable Rubin benchmark numbers to InferenceX by Q3 2026, and whether they roughly match today's early 5x per-dollar claim.
• Awaiting grading AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicCheck around AMD's August 4, 2026 earnings call and through 2027 whether the Anthropic deal (2GW of MI450 chips, up to $5B AMD investment) proceeds on the announced schedule.
• Awaiting grading SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip dealWatch whether Meta reverses the halved-spec decision on its custom AMD MI450 chip, or whether AMD's Meta-specific volume disappoints as SemiAnalysis warns.
• Awaiting grading TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip ordersCheck in early 2027 whether TSMC's new pricing (5-10% base, plus 10-15% premium on extra HPC orders) takes effect as reported and how customers respond.
• Awaiting grading Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI'sTrack whether AMD officially confirms Anthropic as a gigawatt-scale customer and whether the stock approaches the $640 price target over the following months.

19 related posts

• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Bull Intel's server CPU prices jumped 48% in a quarter, and not because it charged more Jukan (@jukan05) · 2026-07-26
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Bull SemiAnalysis, long tough on AMD, now says 'great chance.' Can it really break the CUDA moat? SemiAnalysis · 2026-07-25
• Bull Analyst raises AI accelerator market forecast to $1.4 trillion by 2030 as AMD's MI500 adds optical interconnects Jukan (@jukan05) · 2026-07-24
• Bull Korea's presidential office says Samsung and SK hynix are about to announce “very large-scale” deals with US tech firms during President Lee Jae-myung's Silicon Valley trip Jukan (@jukan05) · 2026-07-24
• Bull AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close it Jukan (@jukan05) · 2026-07-24
• Watch AMD's Helios networking partners expect the company to adopt co-packaged optics for future AI racks, pushing back on reports of supply chain delays Serenity (@aleabitoreddit) · 2026-07-23
• Bull Intel posts Q2 revenue up 25% and its best quarterly growth in over 15 years, as shares surge more than 11% on AI data center demand The Kobeissi Letter (@KobeissiLetter) · 2026-07-23
• Bull Reuters: Intel and AMD in talks for multi-year CPU supply deals with Chinese customers as prices surge and lead times stretch to six months Jukan (@jukan05) · 2026-07-23
• Bear Nvidia's real moat is software, not silicon. Can AI coding tools crack it in a year? Jukan (@jukan05) · 2026-07-23
• Bull SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early data SemiAnalysis · 2026-07-23
• Bull AMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into Anthropic The Kobeissi Letter (@KobeissiLetter) · 2026-07-22
• Bear SemiAnalysis: Meta's infrastructure team wastes billions through political dysfunction, threatens AMD's chip deal SemiAnalysis · 2026-07-22
• Bull TSMC to raise foundry prices up to 10% in 2027, with bigger premiums for rush AI chip orders Jukan (@jukan05) · 2026-07-21
• Bull Analyst raises AMD price target to $640, says Anthropic deal could beat Meta and OpenAI's Jukan (@jukan05) · 2026-07-21
• Bull Samsung starts building a hybrid-bonding line for next-gen HBM, picks Dutch supplier Besi Jukan (@jukan05) · 2026-07-21
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Watch CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20