AMD specific news
AMD CEO sees high chip demand, urges AI firms to cooperateedit
Advanced Micro Devices Inc.’s Lisa Su predicted “very high” chip demand continuing for the next few years, even as the industry faces challenges such as concerns over artificial intelligence’s (AI) safety. Even with increases in AMD’s output, demand is outpacing supply, the chief executive officer told reporters in Taipei on Tuesday.
Publication: MINT
AMD launches Ross agentic AI assistant to speed up embedded design, developmentedit
Semiconductor major AMD on Monday launched “AMD Ross”, an agentic artificial intelligence (AI) assistant designed to accelerate the complete embedded development flow from architectural design to system deployment. The platform spans hardware design, optimisation, debugging, printed circuit board (PCB) design, schematic review, embedded software, edge AI implementation, and actual system deployment, according to the American semiconductor multinational.
Publication: ET ElectronicsWorld
AMD plans to ‘substantially increase’ chip supply in 2027, says Lisa Suedit
Semiconductor major AMD plans to substantially increase chip supply in 2027 as the US chipmaker races to meet booming demand from artificial intelligence, chief executive officer Lisa Su said on Tuesday, according to a report by news agency Reuters. AMD, Nvidia’s closest rival in AI graphics processors, has been rapidly expanding its AI chip business, with its market value recently topping $1 trillion amid an AI-driven market rally. “We’ve been able to increase our supply as we’ve gone through 2026, and we’re going to substantially increase our supply in 2027,” Su told reporters in Taipei.
Publication: ET ElectronicsWorld
AMD brand mentions
AMD vs Intel: Which processor should you pick for your PCedit
AMD or Intel, that’s the age old question that pops up everytime you think of building a PC or getting a new laptop. Everyone has their preferences and reasons behind them. Some like Intel’s reliability, some like AMD’s 3D V-Cache. This decision is more important than ever in the current market conditions where every PC component costs an arm and a leg and in the long term, you don’t want to make a wrong decision about this. What matters at the end are two simple things – what your use for the PC is and which platform you are signing up for.
Publication: Digit
Competition in news
How Intel Core Ultra processors lead in performance where Qualcomm ‘struggles’edit
We grew up with “Intel Inside” stickers on our PCs, a branding that made an invisible component a household symbol of trust and raw performance. Yet recent years brought turbulence, with rivals like Qualcomm squeezing Intel’s core market.
Publication: Times Of India
Nvidia-backed Reflection unveils first AI model to take on Chinese open modelsedit
Nvidia-backed Reflection AI debuted its first open-weight model named Beam on Monday, as the startup aims to compete with lower-cost Chinese models such as DeepSeek and Kimi in coding and agentic tasks. Reflection said Beam is competitive with Chinese AI startup Z.ai’s GLM-5.2 and is closing in on Qwen3.8-Max on coding and agentic tasks.
Publication: ET Manufacturing
Nvidia-backed Lambda targets $4 billion raise ahead of planned IPO: WSJedit
Nvidia-backed cloud-computing company Lambda is raising up to $4 billion at a pre-money valuation of $14.5 billion in what would be its final funding round before a planned initial public offering, the Wall Street Journal reported on Tuesday, citing people familiar with the matter. Investment firms Blackstone and Coatue Management are leading the round, the report said. Lambda is aiming to go public in 2027, depending on execution and market conditions, according to a letter to the company’s limited partners reviewed by the Journal.
Publication: The Economic Times
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanleyedit
Nvidia and Broadcom are relatively insulated from a worsening US data-center power crunch, but any resultant delay in AI deployments can affect makers of memory, optical and other secondary chip components, Morgan Stanley said on Monday. The brokerage estimated last month that US data-center developers face a 34 per cent net power shortfall through 2028, equivalent to 32 GW, after accounting for measures such as behind-the-meter generation and fuel cells.
Publication: ET EnterpriseAI
Partner in news
ASUS Brings Over 50% Discounts on Select Laptops and PCs During Festive Salesedit
ASUS is bringing special festive offers across its portfolio of laptops, gaming devices and desktop PCs as part of the Big Billion Days and Great Indian Festival sales on Flipkart and Amazon respectively. The offers bring together a wide range of ASUS devices across the Vivobook, Vivobook S, Zenbook, ROG, TUF Gaming and All-in-One and Desktop portfolios, giving consumers multiple options across performance, productivity and gaming.
Publication: Digital Terminal
Industry news
Tata Electronics, Fujifilm to Build Semiconductor Materials Supply Chain in Indiaedit
Tata Electronics Pvt Ltd and Fujifilm Corp. have signed a memorandum of understanding (MoU) to develop a semiconductor materials supply chain in India, with Fujifilm planning a manufacturing facility in Dholera, Gujarat. Fujifilm will develop and supply semiconductor materials for Tata Electronics’ planned semiconductor fab in Dholera and work with Indian chemical manufacturers on producing high-purity materials locally.
Publication: EE Times
Rapidus partners with global design firms to drive semiconductor developmentedit
Semiconductor company Rapidus on Monday said it has set up the “Rapidus Collaborative Open Rapid Ecosystem (CORE)”, a global ecosystem framework to support the development and mass production of cutting-edge semiconductors. The initiative aims to integrate the complete semiconductor value chain across research institutions, electronic design automation (EDA), intellectual property (IP), design, and manufacturing to provide customers with reliable development and production infrastructure.
Publication: ET ElectronicsWorld
Govt may tap Taiwan, Singapore institutes to build chip talent pooledit
The government is likely to invite Taiwan’s Industrial Technology Research Institute (ITRI) and Singapore’s Agency for Science, Technology and Research (A*STAR) to set up semiconductor training branches in India, sources said.
Publication: Business Standard
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