CPU Shortage Is So Bad, Even Intel's ‘Scrap' Is Turning Into Gold [Yahoo! Finance]
Advanced Micro Devices, Inc. (AMD)
Last advanced micro devices, inc. earnings: 4/28 04:25 pm
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Source: Yahoo! Finance
manufacturing costs across more revenue-generating units as customers prioritize availability over performance specifications. Advanced Micro Devices (AMD) is similarly facing demand backlogs in server and AI-adjacent workloads. Extreme CPU demand from AI workloads and server fleet refreshes has created a supply shortage where even lower-tier chips command full price, allowing Intel to monetize production inefficiencies that typically represent costs rather than revenue. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE Global tech markets rarely run in straight lines, but every so often demand gets so distorted that the rules themselves start bending. That's what we're seeing in CPUs today. From cloud providers scaling AI workloads to enterprises refreshing aging server fleets, demand for processing power has outpaced the industry's ability to supply it in clean, predictable tiers. It's being called "RAMaggedon." So what happens when
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News
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- Intel CEO Lip-Bu Tan Just Delivered Phenomenal News to Shareholders [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Intel CEO Lip-Bu Tan Just Delivered Phenomenal News to Shareholders [Yahoo! Finance]Yahoo! Finance
- AMD Is Becoming The AI Market's Most Obvious Second Winner [Seeking Alpha]Seeking Alpha
AMD
Earnings
- 2/3/26 - Beat
AMD
Sec Filings
- 4/29/26 - Form SCHEDULE
- 4/28/26 - Form 4
- 4/24/26 - Form 144
- AMD's page on the SEC website