AMD - TechWire

AMD

2025.09.23

09:21

Nvidia reaches $100 billion partnership with OpenAI, says it will still treat all customers equally

Nvidia said that despite the major collaboration with OpenAI, all customers will be given "equal priority" and will not be affected by the agreement. Nvidia said in a statement: "Our investment will not change the company's focus, nor will it affect supply to other customers. Regardless of whether there is an equity relationship, we will continue to treat every customer as the highest priority." CEO Jensen Huang has been committed to continuing its growth momentum by expanding its customer base. Despite its great success, Nvidia's revenue is still highly dependent on a few companies, including Microsoft, Meta, Amazon and Alphabet. These technology giants are competing to quickly build AI infrastructure and attract more users to use their services. They are also deploying or independently developing chip components to try to reduce their dependence on Nvidia. Therefore, customers are worried that they may lose supply priority, which may prompt them to further accelerate their own research and development, or more seriously consider alternatives from potential competitors such as AMD.

2025.09.19

15:40

Maiwei Biopharma: Marketing Authorization Application for 9MW0813 Injection Accepted

Maiwei Biopharma announced that it recently received a "Notice of Acceptance" from the National Medical Products Administration (NMPA) for its marketing authorization application (MAA) for 9MW0813 Injection, intended for the treatment of diabetic macular edema (DME) and neovascular (wet) age-related macular degeneration (nAMD). 9MW0813 Injection, a biosimilar to aflibercept (Aylea®), is a recombinant fusion protein formed by the extracellular binding domains of VEGFR-1 and VEGFR-2, combined with the Fc region of a human immunoglobulin. It binds to VEGF-A and PlGF.

2025.09.18

19:26

AMD (AMD.O)'s pre-market losses widened to 5%.

19:09

US chip stocks saw short-term volatility, with Intel rising nearly 20% pre-market.

Intel's stock price rose nearly 20% in pre-market trading, Nvidia rose 2.34%, and TSMC fell 0.49%. AMD's stock price plummeted in pre-market trading, falling over 3%. Nvidia will acquire $5 billion worth of Intel shares at a price of $23.28 per share.

19:08

AMD (AMD.O) stocks plunged in pre-market trading, falling more than 3%.

2025.09.17

21:32

At the U.S. stock market opening, the Dow Jones Industrial Average rose 0.04%, the S&P 500 rose 0.02%, and the Nasdaq Composite fell 0.01%. Chip stocks fell, with Nvidia (NVDA.O) down 1.23% and Advanced Micro Devices (AMD.O) down 0.9%. The Nasdaq China Golden Dragon Index rose 2.04%, with Baidu (BIDU.O) up 7.9% and Alibaba (BABA.N) up 2.14%. Lyft (LYFT.O) rose 11.9% after the company announced a partnership with Waymo, Alphabet's self-driving car subsidiary.

16:44

US chip stocks fell short-term before the market opened

U.S. chip stocks fell in the short term before the market opened, with Nvidia falling nearly 1% at one point, and Intel and AMD falling 0.5%.

08:39

Aoni Electronics: The liquid cooling service period in cooperation with AMD has not yet achieved large-scale shipments

An investor asked Aoni Electronics on an interactive platform whether the company's liquid cooling service, which it collaborated with AMD on, had begun shipping. Could they provide more details on the purpose, function, and partnership model for this AI service? Aoni Electronics responded on September 17th, stating that the company has not yet achieved large-scale shipments. The workstation is primarily targeted at edge computing scenarios, providing computing power support for smart terminals. Both the company and its downstream partners can sell it under their own brands to meet customer customization needs.

2025.09.11

21:25

AI drug developer Absci partners with Oracle and AMD

Absci, an AI drug developer, announced a collaboration with Oracle and AMD to accelerate generative AI-driven drug discovery. The company's drug discovery platform will leverage Oracle's AI infrastructure and AMD's latest hardware.

2025.09.10

16:52

Shares of U.S. chipmakers rose in pre-market trading, with AMD (AMD.O) up 3.5%, Broadcom (AVGO.O) up 2.2%, and Nvidia (NVDA.O) up 1.9%. On the news front, Oracle said it expects cloud service orders to reach $500 billion.

2025.09.09

17:28

HSBC Holdings: Lowered AMD (AMD.O) target price from $200 to $185.

2025.09.05

21:40

AMD (AMD.O) shares fell 5.5% to their lowest level since July 22.

07:22

Trump: Praise for AMD (AMD.O) CEO; I owned Microsoft (MSFT.O) stock when I was 28.

2025.09.04

21:19

AMD (AMD.O): Earnings are expected to benefit from new products.

19:37

Shiyun Circuit: AI glasses products have been mass-produced and supplied to the designated projects of overseas top M customers

On September 4th, Shiyun Circuit announced on its interactive platform that its AI glasses products have entered mass production for a designated project with a leading overseas customer, M. In the AI server sector, the company has already achieved mass production of 28-layer AI server circuit boards, 24-layer ultra-low-loss servers, and 5G communication PCBs. The company has entered NV's high-speed connector module and power module fields through ODM (Original Design Manufacturer) vendors, completed AMD certification for its entire product line, and supplies products to major European computing center customers. In the first half of 2025, the company secured a new product design from humanoid robot customer F and entered mass production preparations after a design freeze. The company is also actively promoting collaboration with a leading domestic humanoid robot customer, securing a design contract for a next-generation humanoid robot project through customer certification.

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