# AMD
Latest news and articles about AMD
Total: 20 articles found
Taipei’s AI Gambit: How the 'Big Three' are Redefining the Silicon Supply Chain at COMPUTEX 2026
COMPUTEX 2026 in Taipei marks a historic gathering of chip giants Nvidia, AMD, and Intel as they battle for AI dominance through new platforms and 'mystery' hardware. The event highlights Taiwan’s strategic importance as the center of the AI supply chain, moving beyond individual chips to integrated server racks and edge AI solutions.
The 2026 AI Watershed: Why Lee Kai-fu and Lisa Su Believe AI Must Move Beyond the Laboratory
Tech titans Lee Kai-fu and Lisa Su argue that AI must move from being a laboratory curiosity to a driver of bottom-line financial results by 2026. They envision a future dominated by multi-agent systems and 'autonomous enterprises' where CEO-led, top-down implementation replaces current inefficient, bottom-up AI experiments.
AMD Claims the 2nm Crown: The ‘Venice’ Launch and the New Frontier of High-Performance Computing
AMD has initiated mass production of its ‘Venice’ EPYC processors using TSMC’s 2nm process, making it the first company to bring 2nm technology to the high-performance computing market. This move strengthens AMD’s competitive position against Intel and Nvidia as it targets the burgeoning AI data center sector.
Silicon Diplomacy: Lisa Su Charts AMD’s Path Through China’s AI Evolution
AMD CEO Lisa Su visited Shanghai to reinforce the company's commitment to China, predicting 5 billion daily AI users by 2030. The visit highlighted a shift toward 'AI Agents' and a more balanced CPU-to-GPU ratio in data centers, while local experts noted that hardware constraints are forcing Chinese developers to focus on extreme engineering efficiency.
The Silent Bottleneck: Why AI’s Hunger for CPUs is Reshaping the Global Chip Market
The AI hardware market is shifting as CPUs emerge as a critical bottleneck alongside GPUs, driven by the rise of AI Agents. Rising prices and severe supply shortages from leaders like Intel and AMD indicate that general-purpose processors remain indispensable for the next phase of AI deployment.
Unclogging the Silicon Veins: OpenAI and Tech Giants Standardize AI Networking
OpenAI has partnered with major chipmakers and cloud providers to launch the Multipath Reliable Connection (MRC) protocol, an open standard designed to eliminate data bottlenecks in massive AI clusters. Already deployed in OpenAI's primary supercomputers, the protocol aims to significantly reduce GPU idle time and optimize the energy efficiency of training frontier models.
Strategic Truce: US International Trade Commission Terminates Semiconductor Patent Probe into Tech Giants
The US ITC has terminated its Section 337 investigation into semiconductor devices and downstream computing products after a settlement was reached with AMD and complaints were withdrawn against Lenovo and Super Micro. The resolution removes the threat of import bans, allowing these tech giants to continue their operations without the risk of regulatory exclusion.
Silicon Giants Unite: Why the World’s Top Chipmakers Are Hedging Their Bets on Wayve
British autonomous driving startup Wayve has secured strategic investments from AMD, Arm, and Qualcomm, joining earlier backer Nvidia. The move highlights a industry-wide shift toward hardware-agnostic 'embodied AI' that operates without the need for expensive high-definition mapping.
Arm’s Strategic Pivot: The Silicon Architect Becomes a Competitor in the AI Server War
Arm Holdings has launched its first mass-produced data center chip, the 136-core AGI CPU, marking a pivot from licensing intellectual property to direct hardware sales. This move targets the AI agent market and poses a direct challenge to the dominance of Intel and AMD in the server industry.
Meta Accelerates Push for Custom AI Chips to Power Generative Models and Wean Off Nvidia
Meta revealed plans to roll out four in‑house MTIA chips through 2027, with MTIA 300 already in production and later chips slated for inference-heavy generative AI workloads. The move signals a deliberate strategy to diversify suppliers, lower operating costs, and pair continued purchases of Nvidia/AMD hardware with bespoke silicon aimed at Meta’s unique demands.
AMD Courts Samsung to Lock In HBM Supply as AI Chip Demand Soars
AMD CEO Lisa Su will meet Samsung chairman Lee Jae‑yong in Seoul to discuss collaborating on high‑bandwidth memory (HBM) supplies and will also explore AI compute infrastructure cooperation with Naver. The talks are a bid to secure scarce memory resources and to deepen regional partnerships as demand for AI accelerators intensifies worldwide.
AMD Shares Slip Further as Chip Sector Wobbles, Decline Widens to 5%
AMD shares fell about 5% on March 3 amid a wider pullback in semiconductor stocks, even as some brokers maintain bullish price targets. The move underscores investor sensitivity to AI‑hardware demand, macro risks and sector rotation, leaving AMD vulnerable to near‑term volatility until clearer demand signals emerge.