# AMD
Latest news and articles about AMD
Total: 5 articles found
AI Demand Outruns Supply: AMD CEO Pushes Back After 17% Share Shock
AMD’s stock plunged about 17% in its worst one‑day drop since 2017 after investors reacted to what they saw as cautious guidance despite a Q4 beat. CEO Lisa Su pushed back, saying AI demand is accelerating faster than expected, that compute demand exceeds supply, and that the Helios server system should help drive a second‑half inflection.
Guidance Shock Sends AMD Sliding as US Stocks Open Mixed
US equity markets opened mixed as investor focus on corporate guidance produced sharp moves in individual stocks. AMD plunged after lowering its Q1 revenue outlook, while Super Micro surged on an earnings beat and Novo Nordisk fell after trimming guidance, highlighting a guidance-driven, sector‑specific market landscape.
AMD Delivers Record 2025 but Tepid Q1 Guidance Sparks Sell‑Off — China Exports and AI Race Loom Large
AMD closed 2025 with record revenue and profit, driven by strong data‑centre and client CPU performance, but its Q1 2026 revenue guidance — a midpoint implying a small quarter‑on‑quarter decline — disappointed investors. Export restrictions on the MI308 product and limited visibility into future China sales added uncertainty, triggering a sharp after‑hours sell‑off despite management’s bullish long‑term growth targets.
AI Demand Frays CPU Market: Stable Consumer Prices, Fragmented Server Tightness in Shenzhen’s Huaqiangbei
A Shenzhen market survey finds consumer CPU prices largely unchanged while server CPUs show fragmented pricing moves tied to AI demand and model-specific tightness. Traders are shifting attention to memory amid dramatic DRAM and NAND price increases, and analysts expect continued structural divergence between consumer stability and server-side episodic volatility.
Samsung’s HBM4 Push Could Reset the High‑Bandwidth Memory Race — and Tighten Supply for AI Chips
Samsung plans to begin HBM4 production in February and has passed validation for Nvidia and AMD, signalling a sharper contest with SK Hynix for AI‑grade memory. The move could ease supply constraints for next‑generation GPUs, affect pricing and market share, and has contributed to a notable re‑rating of Samsung’s financial outlook.