COMPANY

Advanced Micro Devices

AMD:US

Primary coverage by Pierre Ferragu

Research

Events

Oct
3
Technology

Replay: Syntiant CEO, Kurt Busch - Generative AI at the Edge: From silicon to Software

October 3, 2024 — Virtual
Hosted by Pierre Ferragu

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Sep
26
Technology

REPLAY: Asia Tech Tour Debrief: Updates on CoWoS, HBM, AI server, AI PCs and more.

September 26, 2024
Hosted by Pierre Ferragu

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Aug
28
Technology

REPLAY: TSMC in 2025: the #1 growth driver won’t be AI!

August 28, 2024
Hosted by Pierre Ferragu

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Aug
15
Technology

REPLAY: Gen AI Infra: Who is spending what? Where will revenues come from? The ultimate industry model.

August 15, 2024
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jul
10
Technology

Replay - Conf Call: AI Stocks: 360° health check after the June Rally: Downgrading Nvidia, maintain buy on others.

July 10, 2024
Hosted by Pierre Ferragu

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Mar
15
Technology

Replay - Conf Call: $400bn spent on datacenter AI chips in 2027? Part III: Implications for Semicap equipment

March 15, 2024
Hosted by Pierre Ferragu

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Mar
14
Technology

Replay: Chip Architecture Deep Dive with Jim Keller

March 14, 2024 — Virtual
Hosted by Pierre Ferragu

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Jan
26
Technology

Replay: $400bn spent on datacenter AI chips in 2027? Part II: Implications for infrastructure providers - Conference Call

January 26, 2024 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jan
17
Technology

Replay: AI Chip Architectures. Fireside chat with Raja Koduri (former Apple, AMD & INTEL).

January 17, 2024 — Virtual
Hosted by Pierre Ferragu

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Jan
9
Technology

Conf Call: $400bn spent on datacenter AI chips in 2027? Part I: Is it possible? The mother-of-all sanity check.

January 9, 2024
Hosted by Pierre Ferragu

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Oct
18
Technology

Semi-cycle health check

October 18, 2022
Hosted by Pierre Ferragu

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Sep
12
Technology

The Tech Infrastructure Quarterly Bible 2Q22

September 12, 2022
Hosted by Pierre Ferragu

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Jun
7
Technology

BESI CEO Unplugged Conference Call

June 7, 2022
Hosted by Pierre Ferragu

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Mar
25
Technology

Dojo, TPU, Cerebras, IPU, GPU et al. Thoughts on the future of Exascale computing architectures

March 25, 2022
Hosted by Pierre Ferragu

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Oct
18
Technology

Semiconductors - Time to talk cycle again

October 18, 2021
Hosted by Pierre Ferragu

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Jun
15
Technology

Semiconductors: It is time to talk cycle again, part I: PC CPUs set for a steep correction; Timing uncertain.

June 15, 2021
Hosted by Pierre Ferragu

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May
20
Technology

InstaDeep Fireside Chat - May 20th 2021

May 20, 2021
Hosted by Pierre Ferragu

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Mar
26
Technology

Deep dive into CPU market share dynamics

March 26, 2021
Hosted by Pierre Ferragu

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Jul
16
Technology

ARM deep dive: many good reasons to IPO in 2021

July 16, 2020
Hosted by Pierre Ferragu

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Jun
12
Technology

Understanding Cloud compute growth dynamics... and why Intel is a screaming buy.

June 12, 2020
Hosted by Pierre Ferragu

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May
28
Technology

FPGA and Accelerated Computing Virtual meeting with Mipsology's CEO

May 28, 2020
Hosted by Pierre Ferragu

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Sep
24
Technology

Chip Architecture and manufacturing: Why does Intel have 97% market share in Server?

September 24, 2019
Hosted by Pierre Ferragu

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Jun
6
Technology

The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

June 6, 2019
Hosted by Pierre Ferragu

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Feb
20
Technology

Tech Infrastructure Quarterly Bible 4Q18

February 20, 2019
Hosted by Pierre Ferragu

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Nov
28
Technology

The Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughts

November 28, 2018
Hosted by Pierre Ferragu

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Oct
22
Technology

AMD coverage initiation: Hard stop around the corner - Sell, Target Price $18.

October 22, 2018
Hosted by Pierre Ferragu

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Advanced Micro Devices

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