First report 51m ago•Last update 51m ago
AMD Discusses AI Growth, Supply Chain, and Market Outlook
AMD's CEO and CFO discuss plans for AI growth, securing supply chains for components, managing HBM costs, and projecting market declines in PCs while expecting growth in embedded systems.
Background
The global technology sector is experiencing rapid advancements in artificial intelligence, leading to increased demand for specialized hardware. Companies are navigating complex supply chain dynamics and significant investment in high-bandwidth memory (HBM) while adapting to evolving market demands across various computing segments.
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AMD Discusses AI Growth, Supply Chain, and Market Outlook
First report 3h agoLast update 2h ago1 takes 1
amd business strategyneutralShow 3 posts
started 3h ago•Last update 2h ago
Discussing AMD's strategy for AI growth, supply chain management, cost sharing for HBM, and market projections for PC and embedded businesses.
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