4/11/19 TSMC Q2 AMD Orders! AMD 27.83 to 27.79

https://www.digitimes.com/news/a20190411PD209.html?mod=3&q=AMD “Orders placed by Huawei and AMD will play a critical role in driving TSMC's revenue growth in the second quarter of 2019, according to market watchers.” “TSMC has seen its 7nm process utilization rate pick up substantially since the start of the second quarter, said the watchers, adding that Huawei and AMD are among the foundry's major 7nm… Continue reading 4/11/19 TSMC Q2 AMD Orders! AMD 27.83 to 27.79

4/5/19 Intel Downgraded, AMD 29.09 to 28.98

https://www.thestreet.com/markets/intel-slips-after-wells-fargo-downgrades-chipmaker-14918288?puc=yahoo&cm_ven=YAHOO&yptr=yahoo Wells Fargo downgraded Intel today: [Part of Wells Fargo's caution on Intel is "driven by our belief that investor sentiment could become more tempered amid increasing visibility into AMD share gain [market share] momentum." AMD is slated to launch its "Rome" CPU chip by mid-year 2019, which its CEO, Lisa Su, said could deliver massive… Continue reading 4/5/19 Intel Downgraded, AMD 29.09 to 28.98

1/23/19 AMD 19.76 to 19.80

Today we are all waiting for the Intel ER tomorrow. There are many articles to go over! https://www.reddit.com/r/AMD_Insights/comments/ail076/sugon_increases_stake_in_thatic/ AMD's JV with THATIC/Sugon so far has been a mystery. This post is from Reddit AMD_Insight, run by user kd-_. There are articles from http://guba.eastmoney.com which were translated by user ryanmononoke. Thanks to them for finding and… Continue reading 1/23/19 AMD 19.76 to 19.80

1/17/19 AMD 19.49 to 20.25

TSMC reported overnight. Guided lower due to smartphone slow down. Stated major under-utilization of 7 nm capacity. Actually this is good for AMD. More capacity to ramp up, don't have to fight Apple. http://www.redgamingtech.com/navi-announced-in-june-launches-july-more-powerful-navi-launching-next-year/ https://www.pcgamesn.com/amd/amd-navi-graphics-card-e3-2019-reveal-july-release-date Rumor that Navi will announce at E3. Ship in July. If true, it would be great. https://www.smarteranalyst.com/analyst-insights/advanced-micro-devices-amd-server-strength-into-2019-remains-a-key-focus-says-wells-fargo/ Wells Fargo's Aaron… Continue reading 1/17/19 AMD 19.49 to 20.25