What's Going On With AMD Stock?
Portfolio Pulse from Anusuya Lahiri
AMD's CEO Lisa Su has highlighted the company's focus on AI, comparing its impact to major technological shifts like the internet and mobile phones. She also discussed the prospects of PC gaming, console gaming, and cloud gaming. Su confirmed the possibility of making AMD chips available to Azure customers and acknowledged that chip supply and demand are in a good place. Reports suggest that supply chain dynamics are impacting TSMC, which may have to raise the price of its AI chips, affecting AMD and Nvidia.
September 27, 2023 | 1:37 pm
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POSITIVE IMPACT
AMD's potential collaboration with Microsoft to make AMD chips available to Azure customers could be positive for Microsoft's stock.
AMD's potential collaboration with Microsoft to make AMD chips available to Azure customers could increase Azure's capabilities and be positive for Microsoft's stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEUTRAL IMPACT
AMD's focus on AI and gaming, along with the potential availability of its chips to Azure customers, could boost its stock. However, potential price increases from TSMC could negatively impact AMD.
AMD's focus on AI and gaming, and its potential collaboration with Microsoft could be positive for its stock. However, potential price increases from TSMC could increase AMD's costs and negatively impact its stock.
CONFIDENCE 85
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Potential price increases from TSMC could increase Nvidia's costs and negatively impact its stock.
Potential price increases from TSMC could increase Nvidia's costs and negatively impact its stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50
NEGATIVE IMPACT
TSMC may have to raise the price of its AI chips due to supply chain dynamics, which could negatively impact its stock.
TSMC may have to raise the price of its AI chips due to supply chain dynamics, which could negatively impact its stock.
CONFIDENCE 80
IMPORTANCE 60
RELEVANCE 50