Adeia reported strong Q1 2026 results with $105 million in revenue and $58 million in operating cash flow, maintaining a 60% adjusted EBITDA margin. The company signed eight new license agreements, including multi-year deals with AMD and Microsoft, expanding its presence in semiconductors and media. Adeia also reduced its debt by $28 million to under $400 million and repurchased $10 million in stock, while continuing to diversify revenue streams and invest in its patent portfolio. The company reaffirmed its full-year 2026 financial outlook, signaling confidence in ongoing growth and market adoption of its technologies.
Shares of major chipmakers like ASML, AMD, and Micron dropped sharply after reports that a Chinese state-backed firm started mass-producing domestic deep ultraviolet (DUV) lithography machines. This development threatens sales of older-generation too...
Shares of AMD have more than doubled in 2026, boosted by strong AI semiconductor demand highlighted at its Advance AI event. Analysts raised price targets significantly, with some expecting AMD's stock to nearly double from current levels. The levera...
AMD introduced its Helios rack-scale AI solution, claiming a 30% improvement in inference tokens per dollar compared to Nvidia. The company secured significant AI infrastructure contracts, including a 2GW compute deal with Anthropic and deployments o...
AMD's Advancing AI 2026 event showcased its transformation into a full-stack AI infrastructure provider with new platforms like Helios, MI450, and Zen 6 Venice. Major tech companies including Microsoft, Meta, and OpenAI have committed to AMD's AI inf...
VAST Data has expanded its collaboration with AMD to enhance AI infrastructure for inference workloads. The partnership integrates VAST's AI Operating System with AMD's 6th Gen EPYC CPUs, Instinct GPUs, and Pensando AI NICs to improve efficiency, fle...
