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Advanced Micro Devices Inc

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2026-05-30·AMD·design loss
not priced inlowdown

ByteDance, the parent company of TikTok, is reportedly developing its own custom AI CPUs to reduce its dependence on US...

ByteDance, the parent company of TikTok, is reportedly developing its own custom AI CPUs to reduce its dependence on US chipmakers like AMD and Nvidia.

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window 90devidence 95AMD $516.10 / 45d n/a
2026-05-29·AMD·design loss
not priced inmeddown

ByteDance, owner of TikTok and a major AI inference customer, is reportedly developing its own custom AI CPUs to reduce...

ByteDance, owner of TikTok and a major AI inference customer, is reportedly developing its own custom AI CPUs to reduce dependence on US chipmakers including AMD.

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window 90devidence 108AMD $516.10 / 45d n/a
2026-05-29·AMD·photonics investment
priced inmedup

According to a CNBC report ( AMD has joined Nvidia in investing heavily in photonics technology, which uses light...

According to a CNBC report ( AMD has joined Nvidia in investing heavily in photonics technology, which uses light instead of electricity to transmit data, to overcome energy-efficiency bottlenecks in AI infrastructure.

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window 30devidence 109AMD $516.10 / 45d n/a
2026-05-28·AMD·benchmark result
not priced inhighdown

Initial benchmarks of NVIDIA's Vera CPU, published by Phoronix and reported by Tom's Hardware and HPCwire, show the...

Initial benchmarks of NVIDIA's Vera CPU, published by Phoronix and reported by Tom's Hardware and HPCwire, show the 88-core ARM-based processor matching or beating AMD's EPYC 'Turin' chips in key server workloads, including code compilation, database performance, and AI agent...

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window 60devidence 108AMD $516.10 / 45d n/a
2026-05-27·AMD·customer churn signal
not priced inmeddown

AMD has changed the licensing model for its Vivado FPGA design suite, restricting the free Basic tier to Windows-only...

AMD has changed the licensing model for its Vivado FPGA design suite, restricting the free Basic tier to Windows-only starting with the 2026.1 update.

spilloverINTC
window 45devidence 98AMD $516.10 / 45d n/a
2026-05-25·AMD·design win
priced inlowup

The AMD Steam Machine has been listed in the Vulkan conformant product database by Khronos Group, indicating that the...

The AMD Steam Machine has been listed in the Vulkan conformant product database by Khronos Group, indicating that the upcoming Valve console is certified compliant with the Vulkan graphics API.

window 90devidence 3AMD $516.10 / 45d n/a
2026-05-23·AMD·market share loss
not priced inmeddown

An analyst report (source: Tom's Hardware) forecasts that Nvidia will capture approximately two-thirds of the x86...

An analyst report (source: Tom's Hardware) forecasts that Nvidia will capture approximately two-thirds of the x86 server CPU market, displacing both AMD and Intel.

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window 90devidence 11AMD $516.10 / 45d n/a
2026-05-22·AMD·capex increase ecosystem
priced inhighup

AMD has announced a series of major investments and product launches on May 21-22, 2026.

AMD has announced a series of major investments and product launches on May 21-22, 2026.

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window 45devidence 115AMD $516.10 / 45d n/a
2026-05-21·AMD·capacity investment
priced inhighup

AMD announced a series of aggressive AI infrastructure moves on May 20-21, 2026.

AMD announced a series of aggressive AI infrastructure moves on May 20-21, 2026.

spilloverNVDAINTC
window 45devidence 116AMD $516.10 / 45d n/a
2026-05-21·AMD·ai packaging investment
priced inhighup

On May 21, 2026, AMD announced a commitment of over US$10 billion to expand AI packaging and infrastructure capacity in...

On May 21, 2026, AMD announced a commitment of over US$10 billion to expand AI packaging and infrastructure capacity in Taiwan.

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window 60devidence 13AMD $516.10 / 45d n/a
2026-04-24·AMD·guidance change
priced inhighup

AMD stock surged after DA Davidson upgraded the company, citing AI momentum 1.

AMD stock surged after DA Davidson upgraded the company, citing AI momentum 1.

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window 30devidence 249AMD $516.10 / 45d n/a
2026-04-01·AMD·partnership
priced inmedup

Advanced Micro Devices (AMD) and Samsung have expanded their partnership for memory chip supplies, as reported by...

Advanced Micro Devices (AMD) and Samsung have expanded their partnership for memory chip supplies, as reported by multiple sources (insidermonkey.com, finance.yahoo.com).

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window 60devidence 250AMD $516.10 / 45d n/a
2026-03-19·AMD·partnership
priced inhighup

Multiple sources report AMD and Samsung expanding cooperation on AI memory and foundry (1-17).

Multiple sources report AMD and Samsung expanding cooperation on AI memory and foundry (1-17).

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window 60devidence 18AMD $516.10 / 45d n/a
2026-03-06·AMD·export restriction
not priced inmeddown

The Trump administration is weighing new export rules that would tie chip purchases from companies like AMD and NVIDIA...

The Trump administration is weighing new export rules that would tie chip purchases from companies like AMD and NVIDIA to investments in US data centers, according to a report. This move could potentially restrict the global sales of AI chips. Sources: and

spilloverNVDATSM
window 20devidence 2AMD $516.10 / 45d n/a
2026-03-06·AMD·export restriction
not priced inmeddown

The Trump administration is reportedly considering new export controls that would require companies like AMD and Nvidia...

The Trump administration is reportedly considering new export controls that would require companies like AMD and Nvidia to invest in U.S. data centers as a condition for purchasing advanced AI chips.

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window 10devidence 2AMD $516.10 / 45d n/a