US Reopens China's Door to Nvidia Chips--But Risks Undermining Its AI Edge [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
balance between commercial opportunity and national security in advanced semiconductors. Earlier this month, the White House granted Nvidia permission to resume shipments of its H200 artificial intelligence chips to China, while also loosening restrictions on Intel and Advanced Micro Devices ( NASDAQ:AMD ). Although the H200 is not Nvidia's most advanced product, it remains meaningfully ahead of Chinese-made alternatives. Research cited from the Institute for Progress suggests the H200 delivers 32% more processing power and 50% more memory bandwidth than Huawei's Ascend 910C, while also being cheaper to operate and more reliable, reinforcing its appeal for AI model training and deployment. Warning! GuruFocus has detected 4 Warning Signs with NVDA. Is NVDA fairly valued? Test your thesis with our free DCF calculator. Supporters of the decision argue the policy could help slow China's domestic chip development by keeping Chinese customers dependent on US technology, while preservi
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News
- Nvidia stock gains on Trump chip export review, sparking rally in chipmakers [Yahoo! Finance]Yahoo! Finance
- Broadcom vs. AMD: Which AI Chip Stock Will Outperform in 2026? [Yahoo! Finance]Yahoo! Finance
- Advanced Micro Devices (NASDAQ:AMD) had its price target lowered by analysts at Truist Financial Corporation from $279.00 to $277.00. They now have a "buy" rating on the stock.MarketBeat
- Does Philippe Laffont Know Something Wall Street Doesn't? The Billionaire Investor Just Sold Nvidia and AMD, and Bought These Other Chip Stocks Instead [Yahoo! Finance]Yahoo! Finance
- Stock Market Today, Dec. 18: Stocks Rise on Better-Than-Expected Inflation Data [Yahoo! Finance]Yahoo! Finance
AMD
Earnings
- 11/4/25 - Beat
AMD
Sec Filings
- 12/15/25 - Form 8-K
- 12/12/25 - Form 4
- 12/11/25 - Form 144
- AMD's page on the SEC website