SemiPulse — Semiconductor Intelligence

U.S. NEWS WORLD NEWS ODD NEWS ENTERTAINMENT SPORTS VOICES PHOTOS ARCHIVE TRENDING Kyle Busch Joe Mantegna 'Survivor' winner U.S.-Cuba tensions Australia meteor Misspelled words Florida execution Bear rings bell Cruise lawsuit WORLD NEWS MAY 6, 2026 / 7:21 PM / UPDATED MAY 6, 2026 AT 7:21 PM California-based AMD growth raises hopes for Samsung foundry rebound Samsung may benefit as AI server d

AMD Samsung Electronics Foundry Business AI Servers CPU GPU Supply Chain Diversification Chip Manufacturing

Taiwan Semiconductor Manufacturing Company Stock Jumps as AMD’s AI Surge Puts TSMC Capacity in Focus - TechStock²

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ts2.tech 2026-05-07 TechStock²

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ARM Surges Ahead of Earnings as AMD Outlook Supercharges Semiconductor Stocks - tastylive

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www.tastylive.com 2026-05-07 tastylive

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Nvidia Is a Buy, AMD Is a Hold and Palantir Is a Sell. Here Is the Math Behind Each Call - 24/7 Wall St.

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247wallst.com 2026-05-07 24/7 Wall St.

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AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture

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tomshardware.com 2026-05-06 Anton Shilov

AMD plans to expand its portfolio of CPUs for data centers that will be targeted at different workloads.

AMD EPYC CPU architecture Zen 7 Artificial Intelligence Data Center Server Chip Semiconductor Industry

Ai Accelerator Chip Market Set to Boom Rapidly, Witnessing Strong Growth Through 2033 | NVIDIA ,AMD, Intel - openPR.com

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www.openpr.com 2026-05-06 openPR.com

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Wednesday analyst stock calls include Nvidia, AMD, Palantir, Sphere - CNBC

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www.cnbc.com 2026-05-06 CNBC

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AMD posts record first-quarter results, driven by skyrocketing data center CPU demand

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tomshardware.com 2026-05-06 Anton Shilov

AMD sets record data center revenue as demand for CPUs from the AI sector skyrockets and is poised to increase even further as agentic AI gains momentum.

AMD Data Center CPU EPYC processors AI infrastructure Instinct accelerators Server market Artificial Intelligence Semiconductor industry

AMD lifts outlook as AI demand fuels data center growth

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digitimes.com 2026-05-06

On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data and media reports. Revenue reached US$10.25 billion, while net profit rose to US$1.38 billion, reflecting robust year-on-year growth across key metrics.

AMD earnings call: AI is turning CPUs back into the main event

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digitimes.com 2026-05-06

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.