News tagged AMD at DIGITIMES

NEWS TAGGED AMD

Sunday 8 February 2026

AMD's investment in photonics and modular architecture signals shift in AI infrastructure development

AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating...

Friday 6 February 2026

AMD flags 2H26 turning point as MI450 shipments stay on track

AMD's next-generation MI450 AI accelerator remains on schedule for launch and volume production in the second half of 2026, with CEO Lisa...

Friday 6 February 2026

Intel, AMD warn of extended server CPU delays in China

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...

Wednesday 4 February 2026

AMD sees PC growth in 2026 despite market contraction

Advanced Micro Devices (AMD) expects to continue growing its PC business in 2026 even as elevated component prices are projected to weigh on the broader industry, according to comments...

Wednesday 4 February 2026

Analysis: AMD prioritizes supply chain for second-half AI ramp

Advanced Micro Devices (AMD) signaled a focus on operational execution and supply-chain readiness during its February 3, 2026, earnings call, positioning the first half of 2026 as...

Wednesday 4 February 2026

AMD beats estimates, flags softer 1Q26 momentum

Advanced Micro Devices (AMD) reported fourth-quarter results and a first-quarter revenue forecast that exceeded analyst estimates, but its...

Wednesday 4 February 2026

AMD delivered the numbers—just not the surprise the AI market wanted

Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...

Tuesday 3 February 2026

AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion

Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...

Tuesday 3 February 2026

Oracle plans US$50 billion fundraising in 2026, reportedly considering layoffs and asset sales

Oracle announced plans to raise US$45-50 billion in 2026 to expand its cloud infrastructure, aiming to meet demand from major customers including OpenAI, AMD, Meta, Nvidia, TikTok,...

Tuesday 3 February 2026

Intel's 14A mass production timeline faces skepticism with rising capacity and confidence challenges, says DIGITIMES analyst

Before Intel released its latest earnings report, market sentiment was unusually upbeat. In a DIGITIMES podcast program, DIGITIMES analyst Luke Lin noted that expectations were buoyed...

Monday 2 February 2026

Nvidia GB200 fuels chassis sector pivot to liquid cooling, rack integration

With Nvidia's GB200 platform entering full-scale mass production, chassis suppliers are expanding from basic mechanical components into integrated offerings spanning thermal solutions...

Monday 2 February 2026

Weekly news roundup: Diversification, memory power, capacity politics

Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.

Friday 30 January 2026

Memory, CPU shortages hit Wintel notebooks, benefiting Apple

Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...

Wednesday 28 January 2026

Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production

Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...

Monday 26 January 2026

Samsung expected to start HBM4 shipments to Nvidia, AMD in February

Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...

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Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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