文章核心观点 - 半导体行业涉及生产电子设备核心组件的公司,包括计算机、智能手机等使用的芯片 [1] - 投资半导体股票可能获得丰厚回报,但也存在较大波动性,需要谨慎研究 [2] - 投资者在购买半导体股票时,需要关注公司在市场的地位、创新能力、供应链管理和应对行业变化的能力 [3] 行业和公司总结 半导体行业 - 半导体行业是科技行业的支柱,受益于数字化和技术进步的快速发展 [1][2] - 但行业也存在供应链中断和技术变革带来的挑战,需要谨慎把握时机 [2] - 行业内或跨行业的多元化投资有助于降低风险,同时把握行业增长潜力 [3] Advanced Micro Devices (AMD) - AMD是一家全球半导体公司,设计和制造用于个人电脑、游戏主机和数据中心的处理器和相关技术 [5] - AMD宣布以49亿美元收购人工智能基础设施提供商ZT Systems,以增强其在数据中心人工智能系统方面的能力 [6] - 过去一个月,AMD股价小幅下跌0.90%,周一早盘上涨1.19%至150.34美元 [7] Broadcom (AVGO) - Broadcom是一家多元化的全球技术公司,设计、开发和供应广泛的半导体和基础设施软件解决方案 [8] - Broadcom推出Catalyst计划,加强对Symantec和Carbon Black客户的支持,预计将带来显著利润增长 [9] - 过去一个月,AVGO股价上涨2.33%,周一早盘下跌2.90%至160.90美元 [10]

Key TakeawaysAdvanced Micro Devices is adding to its artificial intelligence (AI) portfolio by purchasing data center infrastructure provider ZT Systems.AMD valued the acquisition at $4.9 billion, inclusive of a contingent payment of $400 million depending on certain milestones being reached.CEO Dr. Lisa Su said adding ZT Systems was the next major step in AMD's long-term AI strategy. Advanced Micro Devices (AMD) took another big step in expanding its reach into artificial intelligence (AI) with the purchas ...

Advanced Micro Devices (AMD) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this chipmaker have returned -2% over the past month versus the Zacks S&P 500 composite's -1.9% change. The Zacks Electronics - Semiconductors industry, to which Advanced Micro belongs, has lost 7.3% over this period. Now the key question is: Where could the stock be headed in the near term?Wh ...

Shares of AMD are higher this morning following news the company plans to acquire ZT Systems for ... [+] nearly $5 billion. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesKey Takeaways Consumer Sentiment Rises, Driving Stock Gains Amid Positive Economic Data Focus Shifts To Retail Earnings And Fed's Interest Rate Outlook AI Momentum Boosts AMD Shares; Interest In Earnings Reports GrowsStocks closed out Friday with their best week of the ye ...

AMD, the chipmaker hot on the heels of Nvidia in the AI computing race, today announced a big acquisition to boost its position as an “ecosystem” partner for companies building big artificial intelligence computing businesses: it announced that it will acquire ZT Systems, which provides compute design and infrastructure for so-called “hyperscalers” (the biggest technology firms) for AI, cloud and more general purpose computing, for $4.9 billion. The deal is a mix of cash and stock and includes what AMD desc ...

 — Strategic acquisition to provide AMD with industry-leading systems expertise to accelerate deployment of optimized rack-scale solutions addressing $400 billion data center AI accelerator opportunity in 2027 — ZT Systems, a leading provider of AI and general purpose compute infrastructure for the world’s largest hyperscale providers, brings extensive AI systems expertise that complements AMD silicon and software capabilities Addition of world-class design and customer enablement teams to accelerate deploy ...

We all know by now that compound interest is hard to visualize. As early as 1256 AD, storytellers began recording the wheat and chessboard problem. It’s a story where a king agrees to reward a subject with one grain of wheat on the first square of a board, two on the second square… and continues doubling the amount until the 64th square is reached. The ruler quickly realizes his mistake. By the 32nd square, he owes roughly 279 metric tons of wheat. And if we add up everything to the 64th square, the king wo ...

文章核心观点 - 文章认为尽管Nvidia一直是AI热潮的领军企业，但其竞争对手AMD有可能成为新的突破明星，尤其是在下半年有超越Nvidia的潜力 [2][3] 根据相关目录分别进行总结 AMD的竞争优势 - **PC市场竞争**：AMD在PC市场的主要竞争对手是Intel，后者近期宣布了大规模重组计划，包括裁员15%和削减100亿美元成本，同时第二季度财报表现不佳，股价大跌，这为AMD提供了市场机会 [4][5] - **AI PC芯片市场**：AMD的新AI PC产品如Zen 5平台获得了积极评价，而Intel的Lunar Lake AI PC芯片因外包组件可能影响利润，不是Intel急需的变革产品 [6][7] - **客户端市场增长**：AMD在客户端市场的收入第二季度增长49%至15亿美元，而Intel仅增长9%至74亿美元，预计AMD将继续从Intel手中夺取市场份额 [8] 数据中心收入增长 - **数据中心GPU**：AMD的Mi300数据中心GPU迅速获得市场认可，第二季度数据中心收入增长115%至28亿美元，占公司收入的近一半，微软成为首个向公众开放Instinct Mi300X的云基础设施 [9][10] - **利润提升**：数据中心收入通常利润率较高，预计将推动AMD未来几个季度的利润增长，公司还收购了欧洲最大的私人AI实验室Silo AI，以加强AI技术开发 [11][12] Nvidia的挑战 - **Blackwell平台延迟**：Nvidia的新Blackwell平台因设计缺陷导致芯片延迟三个月，这可能为AMD提供更多市场份额，并影响Nvidia的业绩和股价 [13][14] AMD的未来展望 - **市场潜力**：Nvidia的市值已达2.7万亿美元，增长可能放缓，而AMD的市值为2200亿美元，随着数据中心收入加速和从Intel手中夺取市场份额，其增长潜力更大 [15] - **整体业绩改善**：AMD的游戏和嵌入式业务近期下滑，但预计将很快触底，整体业绩有望提升，如果业绩超出预期，股价可能大幅上涨 [16]

These stocks illustrate a massive difference between winning and losing in this industry.The semiconductor industry has produced several growth stocks over the last 40 years that have built tremendous wealth for shareholders. It's a $600 billion industry that is going to keep growing over the next decade, but investors need to choose wisely. The arrival of artificial intelligence (AI) is tilting the advantage toward some companies, while exposing weaknesses in others.Here are two chip stocks to buy now, and ...

Javier Lizarazo Guerra/iStock via Getty Images I last wrote about Advanced Micro Devices, Inc. (NASDAQ:AMD) on March 30th, 2023, recommending it as a Hold at $98 per share, to buy if the price dropped between $75-$80. My thesis was that it was on the comeback trail, and while its two cyclical divisions would take time to come out of their troughs, overall, the company had enough strengths to do well in the upcoming years. I did buy in the mid-eighties in May, and then added over $100, believing that it ...