Advanced Micro Devices (AMD)
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Advanced Micro Devices (AMD)

(超威半导体公司)

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Advanced Micro Devices (AMD)
Advanced Micro Devices (AMD)
超威半导体公司
The latest news, analysis and opinion on Advanced Micro Devices. In-depth analysis, industry insights and expert opinion.
Chairman / President
Victor Wen-Ti Peng
CEO / Managing Director
Lisa Tzwu-Fang Su
CFO / Finance Director
Jean X.Hu
Industry
Semiconductors
Website
amd.com
Headquarters address
2485 Augustine Dr, Santa Clara, CA, United States
Stock Code
NASDAQ:AMD
Year founded
1969
AMD’s Lisa Su visits Beijing. Photo: Sina
Semiconductors

AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs

Su’s China visit to China – including a whistle-stop at Lenovo’s headquarters – comes as Washington signals a shift on export restrictions.

Mergers & Acquisitions

Chinese supercomputer maker Sugon and chip developer Hygon call off merger plans

China economy

Opinion | China’s development model is reverberating around the world

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Donald Trump

Wall Street rebounds as Trump softens posture on China tariffs

After threatening ‘massive’ tariffs on Friday, Trump in a social media post on Sunday said ‘it will all be fine’, adding that the US wants to ‘help’ China.

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Traders work on the floor of the New York Stock Exchange on Monday. Photo: AP
Semiconductors

US Senate passes measure that limits Nvidia and AMD’s AI chip exports to China

The Senate action follows a Trump administration deal this summer with Nvidia and AMD to ease China export restrictions.

5
TSMC

TSMC posts better-than-expected sales on AI demand

The Taiwanese company is the go-to chipmaker for major AI accelerator designers including Nvidia and Advanced Micro Devices.

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Semiconductors

AMD shares surge after signing AI chip supply deal with OpenAI

The deal gives the ChatGPT creator the option to take up to a 10% stake in the Nvidia rival.

OpenAI CEO Sam Altman (left) and Lisa Su, chairwoman and CEO of AMD. Photo: AFP
China Future Tech briefing

AI | AI accelerators offer opportunity for China chipmakers

Huawei and Alibaba are among Chinese companies working on specialised AI chips called ASICs that work alongside GPUs made by Nvidia and others.

Semiconductors

Chinese AI chip developer Moore Threads gets go-ahead for Shanghai IPO

US-sanctioned Moore Threads plans to raise about US$1 billion from its listing on Shanghai’s Nasdaq-style Star Market.

Semiconductors

Huawei’s AI chip road map bolsters China’s tech self-sufficiency efforts

US-sanctioned Huawei shows it can match Nvidia’s multi-year chip road map, Interconnected Capital’s Kevin Xu says.

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Huawei Technologies plans to launch upgraded Ascend AI chips over the next three years. Photo: Shutterstock
US-China tech war

Nvidia plans more powerful chip for China after H20 approval: sources

Nvidia hopes to deliver samples to Chinese clients for testing as early as next month, although US regulatory approval is not guaranteed.

Nvidia CEO Jensen Huang presents the company’s Blackwell platform at an event in Taiwan last year. Photo: Reuters
Semiconductors

China’s Nvidia challenger Cambricon to raise US$560 million for AI chip work

Cambricon’s prospects have been boosted by the Chinese government’s determination to use local AI chips in data centres.

China technology

My Take | Washington has already lost dirty chip war but does not know it yet

Selling China subpar chips will not make it dependent on the United States but instead spur it to produce more and better ones.

10
US-China relations

My Take | Trump trade war with China is starting to look like a partnership

As Washington and Beijing negotiate, US and Taiwan chip giants are paying the price via export tax, a potential state takeover and tariffs.

4
Nvidia CEO Jensen Huang (right) speaks alongside US President Donald Trump at the White House on April 30, 2025. Photo: AFP
US-China trade war

Trump’s chip deal: has a new ‘pay-to-play’ era in China trade begun?

US’ ‘unprecedented’ move to take a 15 per cent cut of some chip sales to China creates new risks and conflicts of interest, analysts warn.

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Nvidia CEO Jensen Huang (right) speaks alongside US President Donald Trump at the White House in April. Nvidia has agreed to pay 15 per cent of the revenue from sales of its H20 chip in China to the US government under a deal that analysts have called “unprecedented”. Photo: AFP
Semiconductors

US secretly tracks AI chips to detect smuggling to China, sources say

Sources say the trackers are used in shipments of servers from Dell and Supermicro, which include chips from Nvidia and AMD.

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Huawei

Huawei’s new algorithm could cut China’s reliance on foreign memory chips

Chinese tech firms are leveraging software improvements to compensate for limited access to advanced hardware.

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Huawei

Huawei to unveil tech to cut China’s reliance on HBM chips: report

While China’s top memory chip manufacturers are making progress, they still lag behind US and Korean rivals such as Micron and SK Hynix.

A Huawei booth during the World Artificial Intelligence Conference in Shanghai, China, last month. Photo: Reuters
US-China trade war

Nvidia, AMD to pay 15% of China chip sale income to US, Financial Times reports

The US had frozen the sale of some advanced chips to China earlier this year as trade tensions spiked between the two countries.

12
Malaysia

Malaysians, Singaporeans brush off Trump’s attack on Intel CEO

Social media users label it a ‘usual case of racism’ in the US against immigrants of Chinese descent, citing similar incident concerning TikTok’s CEO.

6
Tesla

Tesla disbands Dojo supercomputer team in blow to AI semiconductor effort

The decision marks a major shift for a programme years in the making, with Dojo once positioned as central to Tesla’s AI ambitions.

The Tesla-designed supercomputer was used to train the machine-learning models behind the firm’s Autopilot and Full Self-Driving programmes. Photo: Shutterstock
China's economic recovery

What are China’s most dynamic cities? New report gives surprising answer

Smaller Chinese cities now have higher growth potential than Beijing and Shanghai, according to the Economist Intelligence Unit.

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Hangzhou has emerged as a major Chinese technology hub, nurturing high-profile companies including AI start-up DeepSeek, humanoid robot maker Unitree Robotics, and video gaming firm Game Science. Photo: SCMPOST
Semiconductors

Intel slashes a fifth of staff as new CEO revamps chipmaking business

The company will halt planned factories in Poland and Germany, and consolidate chip packaging operations in Vietnam and Malaysia.

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Semiconductors

AMD’s Lisa Su sees chips from TSMC’s Arizona plant costing more

The Advanced Micro Devices CEO says the company’s first chips from TSMC’s US facilities are expected by the end of the year.

Science

Warning of glut in AI computing centres as China readies for Nvidia H20’s return

Industry demands are changing and only about 30 per cent of the country’s intelligent computing capacity is being used.

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Only about 30 per cent of China’s intelligent computing capacity is being used, according to an industry report. Photo: Shutterstock
TSMC

Chipmaking giant TSMC raises 2025 sales forecast amid AI optimism

TSMC’s move underscores resilient demand for high-end chips from the likes of Nvidia, despite earlier doubts brought by China’s DeepSeek.

TSMC has raised its 2025 outlook on robust demand for AI chips. Photo: Reuters
Semiconductors

Nvidia, AMD to win market share in China as US eases export curbs

The return of Nvidia's H20 chip is set to increase foreign chip imports in China, where Huawei has been gaining ground, analysts say.

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China technology

Opinion | China is the US’ target, but Trump’s chip policies miss the mark

Improvisation masquerading as strategy does nothing to strengthen the US and only makes trade negotiations more difficult.

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