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AMD plans to invest tens of billions of dollars in its global supply chain to address AI processor shortages, coordinating with partners like TSMC, Foxconn, Samsung, and SK Hynix to increase chip supply by 2027.
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Key sources
- SOURCE@wallstengine“demand is still running above supply and expects strong demand for compute to continue for the next several years”x.com
- SOURCE@financialjuice“invest 'tens of billions’ across the global supply chain”x.com
- SUPPORT@vestexchange“Citi raised its price target to $800, arguing always-on agents can grow the CPU market from $29B in 2025 to $300B by 2030”x.com
- SUPPORT@yahoofinance“Citi just its $AMD price target to $800 from $575, citing stronger CPU demand tied to Meta's Muse”x.com
- SUPPORT@melvininvests“projects annual shipments increasing from fewer than 5 million units in 2023 to roughly 23 million by 2030”x.com
- SOURCEhuggingnewshuggingnews.com
- SOURCE@business“Advanced Micro Devices’ CEO plans to meet with the head of Samsung Electronics’ semiconductor business on Wednesday”x.com
- SOURCE@firstsquawk“AMD CEO Says Company Continues to Explore Collaboration With Samsung Electronics in Memory and Foundry”x.com