2025-11-12
Bloomberg
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AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
2025-01-21
Financial Times
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Huawei seeks to grab AI chip market share in China, challenging Nvidia by positioning its latest Ascend AI processors as the hardware of choice for inference
Eleanor Olcott / Financial Times :
2024-12-01
Bloomberg
A profile of SK Group Chairman Chey Tae-won, who made a highly risky bet to acquire debt-ridden Hynix in 2012 to form SK Hynix, which is now valued at ~$80B
The race to win the AI chip market is akin to Squid Game, quipped an industry insider during a lunch meeting recently. It's intense. X: @business X: @business : SK Group Chairman Tony Chey bet big on...
2024-10-08
Reuters
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Samsung estimates Q3 operating profit up 274% YoY to ~$6.78B, falling short of analysts' estimates of ~$7.66B, as it lags rivals in the booming AI chip market
Samsung Electronics (005930.KS) estimated on Tuesday its third-quarter operating profit jumped 274%, but that was short …
2024-08-06
New York Times
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How Nvidia is racing to build the staff and offices needed to respond to scrutiny by the US, UK, EU, and China; the company controls 90% of the AI chip market
New York Times :
2020-05-22
ZDNet
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Comparing Nvidia's new A100 Ampere chip with competition from Intel and GraphCore in terms of performance, economics, and software
Now that the dust from Nvidia's unveiling of its new Ampere AI chip has settled, let's take a look at the AI chip market behind the scenes and away from the spotlight
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