AMD's stock has surged nearly fourfold due to strong demand for its CPUs and GPUs, especially in AI workloads. However, a critical bottleneck lies in TSMC's advanced chip packaging technology, CoWoS, which is fully booked through 2026 and primarily allocated to Nvidia. AMD shares this limited capacity between its CPUs and GPUs, potentially restricting its ability to meet demand and impacting its growth. This physical constraint poses a risk to AMD's high valuation and highlights the importance of diversified investment strategies.
Nvidia (NVDA), AMD, and Intel (INTC) semiconductor stocks are expected to open slightly lower following recent strong gains driven by AI technology enthusiasm. Nvidia may find support near $200 and its 50-day EMA, suggesting a possible rebound after ...
Credit default swap (CDS) spreads are increasing for major tech companies including Oracle, Meta, Amazon, Microsoft, Alphabet, Nvidia, AMD, Intel, and Broadcom, reaching multi-month highs. This widening indicates growing caution in credit markets, co...
AMD's stock could face a significant correction toward $335 if it falls below its daily 50-day moving average, a key technical support level. Despite strong performance in 2026 with over 150% gains and solid business results, bearish signals like wea...
Renewed hostilities between the U.S. and Iran, including attacks on commercial vessels in the Strait of Hormuz and reinstated U.S. sanctions on Iran, caused crude oil prices to rise sharply. This increase pressured economically sensitive sectors such...
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...
