AMD reported strong Q1 2026 results with revenue of $10.3 billion, up 38% year-over-year, driven mainly by accelerating demand for AI infrastructure and data center products. The Data Center segment revenue jumped 57%, fueled by AMD EPYC processors and Instinct GPUs, while Client and Gaming revenue also rose 23%. AMD expects continued server growth and plans to scale supply to meet demand, with strong customer engagement for new AI-focused products. The company projects Q2 2026 revenue of around $11.2 billion, signaling ongoing momentum in AI and high-performance computing markets.
The global silicon interposer market, valued at $4 billion in 2025, is projected to grow to $14.04 billion by 2035 with a CAGR of 13.38%. Growth is fueled by rising adoption of AI, chiplet architectures, and advanced semiconductor packaging technolog...
The global Edge AI semiconductor market, valued at $25.36 billion in 2025, is projected to grow to $151.30 billion by 2035 with a CAGR of 19.57%. Growth is fueled by increasing use of AI processors in consumer electronics, automotive, healthcare, and...
On July 8, 2026, Cathie Wood sold $8 million of Advanced Micro Devices (AMD) stock in a single day. This significant sale by a well-known investor could indicate a shift in her portfolio strategy or a response to market conditions affecting AMD. Inve...
Meta is set to begin manufacturing its latest AI-specific chips in September to reduce reliance on costly GPUs amid a global component shortage. The company is collaborating with Broadcom for chip design and TSMC for manufacturing, using modular chip...
Micron Technology announced a $3 billion investment to strengthen the US semiconductor supply chain and expand manufacturing capacity. This includes $500 million to support GlobalWafers' new silicon wafer plant in Texas and a 10-year supply deal for ...
