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NASDAQ:AMD News 27 June 2025 - 3 August 2025

Epic Handheld Gaming Showdown: Lenovo Legion Go S vs Steam Deck OLED vs MSI Claw 8 AI+

Epic Handheld Gaming Showdown: Lenovo Legion Go S vs Steam Deck OLED vs MSI Claw 8 AI+

MSI Claw 8 AI+ uses Intel Core Ultra 7 285V with 8 cores/12 threads and Arc 140V GPU, 32 GB LPDDR5X RAM, 1 TB NVMe SSD, priced around $899–$999. Lenovo Legion Go S uses AMD Ryzen Z2 Go (4-core/8-thread up to 4.3 GHz) with 16 GB LPDDR5X and 512 GB NVMe, with Windows version launched at $730 and a SteamOS edition planned around $499. Valve Steam Deck OLED features a 7.4-inch OLED touchscreen at 1280×800, 90 Hz, up to 1,000 nits brightness, 16 GB LPDDR5 RAM, and 512 GB or 1 TB NVMe storage. OLED Deck battery uses a 50
3 August 2025
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AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia (NVDA) became the world’s most valuable semiconductor firm and rose about 4% after the U.S. reversed the export ban on advanced AI chips to China, with Nvidia applying for licenses to resume selling its H20 GPUs and noting the April ban could cost up to $15 billion in revenue. The Nvidia H20 GPU is a slightly curbed version of the flagship AI processor but remains compatible with Nvidia’s standard AI software tools even when peak performance is dialed down. Advanced Micro Devices (AMD) surged as much as 7% on the export relief, with the Commerce Department set to review
23 July 2025
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2025 CPU Wars: Intel vs AMD vs Apple M‑Series – The Ultimate Processor Showdown

2025 CPU Wars: Intel vs AMD vs Apple M‑Series – The Ultimate Processor Showdown

Intel’s 14th-Gen Core Ultra Arrow Lake desktop flagship Core Ultra 9 285K features a chiplet-based hybrid design with 8 Performance cores and 16 Efficient cores, clocks up to 5.7 GHz on P-cores, and includes an on‑chip NPU AI accelerator. AMD’s Ryzen 9 9800X3D (Zen 5 + 3D) is an 8-core/16-thread CPU with 96 MB of L3 cache, introduced in early 2025 as the fastest gaming CPU, reportedly beating Intel Core i9-14900K by about 30% and the Core Ultra 9 285K by about 35% in games. AMD’s Ryzen 9 7950X3D (Zen 4 + 3D) is a 16-core/32-thread desktop CPU, 5.7 GHz,
22 July 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

The GeForce RTX 4090 is the fastest gaming GPU in mid-2025, featuring 24 GB of GDDR6X, 3rd-gen RT cores, 4th-gen Tensor cores, and launched at $1,599 in 2022–2023. NVIDIA released the RTX 5090 in early 2025 as a halo card, but its supply is so limited that the RTX 4090 remains the practical top-end for most buyers. AMD’s Radeon RX 7900 XTX uses a chiplet RDNA3 design, includes 24 GB of GDDR6 memory, carries about 355 W board power, and is priced at $999. The RX 7900 XTX often trades blows with the RTX 4080, sometimes outperforming the 4080 in
21 July 2025
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Everything We Know About the PlayStation 6: Leaks, Specs, Release Date & Expert Predictions

Everything We Know About the PlayStation 6: Leaks, Specs, Release Date & Expert Predictions

Sony confirmed PS6 development is underway, with CEO Hideaki Nishino saying in mid-2025 that the ‘next generation console strategy’ is top of mind and PS6 is ‘one of their main priorities’. Analysts and regulators peg a PS6 release around 2027–2028, with Microsoft also expecting a 2028 window. Sony filed trademarks for PS6 through PS10 as early as 2019, signaling intent to extend the PlayStation line for multiple generations. The PS6 is expected to use a custom AMD Zen CPU (likely Zen 5 or Zen 6) with 8 or more cores on a 3nm or 2nm process. The GPU is anticipated
21 July 2025
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Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

In 2025 Dell retired its XPS, Inspiron, and OptiPlex brands in favor of a three‑tier “good‑better‑best” lineup: Dell, Dell Pro, and Dell Pro Max. HP unified its consumer PCs under the Omni branding in 2025, introducing OmniDesk desktops, OmniBook laptops, and OmniStudio all‑in‑ones. Apple’s Mac Studio (M2 Ultra, 2023) is a compact 3.7L system with up to 128GB RAM and a 60‑core GPU, while the Mac Pro (2023) offers 7 PCIe slots but cannot upgrade its GPU. At CES 2025 NVIDIA’s GeForce RTX 5090 features 92 billion transistors and 32GB of GDDR7 memory with DLSS 4, while top gaming desktops
19 July 2025
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AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Nvidia briefly hit a $4 trillion market capitalization last week, with shares rising to an all-time high of $164.42. Nvidia’s value has roughly tripled in about a year after first crossing $1 trillion in mid-2023. Microsoft closed Monday at $503.51 as part of the AI rally lifting the Magnificent 7. Apple is down about 16% year-to-date, erasing more than $630 billion in market value and prompting talk of a bolder AI strategy, including rumors of Perplexity AI. Meta Platforms announced plans to spend hundreds of billions on AI infrastructure, with Prometheus online in 2026 and Hyperion scaling to 5 GW,
14 July 2025
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Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet architecture splits monolithic chips into multiple dies in a single package, improving wafer yields and reducing cost, with AMD reporting up to 70% cost reduction in EPYC servers versus a comparable single-die design. Chiplets enable mixing of process nodes, for example high-density cores on 5 nm while I/O dies run on 16 nm, maximizing performance-per-cost. Chiplet designs decouple innovation paths, allowing CPU cores and memory/I/O to advance on separate timelines. The Universal Chiplet Interconnect Express (UCIe) defines a universal die-to-die interface with data rates from 8 to 32 GT/s, and UCIe 1.0 launched in 2022. 2.5D/3D packaging approaches such
13 July 2025
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Trusted Execution Environment (TEE) Hardware News – June–July 2025

Trusted Execution Environment (TEE) Hardware News – June–July 2025

Azure announced in June 2025 that SGX-based DCsv2 confidential VM instances will be retired by June 30, 2026, with SGX capacity restrictions starting July 1, 2025 and a migration to DCasv5/ECasv5 or DCasv6/ECasv6 confidential VMs using AMD SEV-SNP or Intel TDX. Intel’s 5th-Gen Xeon Emerald Rapids processors with Trust Domain Extensions (TDX) are debuting in cloud services, with Microsoft Azure launching a preview of TDX-powered VMs in April 2025. Linux kernel 6.16, released mid-2025, merged host support for Intel TDX, signaling readiness for broad deployment. Google Cloud has generally available AMD SEV-SNP-based VMs on 4th Gen EPYC Genoa servers, enabling
10 July 2025
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High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

El Capitan at LLNL leads the June 2025 TOP500 with 1.742 exaFLOPS (HPL) using HPE Cray EX hardware, AMD 4th Gen EPYC CPUs, and MI300A accelerators. Frontier at ORNL is #2 with 1.353 exaFLOPS on HPL, powered by HPE Cray EX235a and AMD 3rd Gen EPYC CPUs plus MI250X GPUs. Aurora at Argonne is #3, delivering 1.012 exaFLOPS on HPL with Intel Xeon Max CPUs and Data Center GPU Max accelerators. JUPITER Booster at Jülich debuted at #4 with 0.793 exaFLOPS (partial) on a BullSequana-based system using NVIDIA Grace Hopper GH200 chips and built by Atos Eviden, containing about 4.8
9 July 2025
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AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

Nvidia (NVDA) became a $1 trillion company in 2023, commands roughly 80% of the AI chip market, and sells the H100 and H200 data-center GPUs powering modern AI models. The S&P 500’s Magnificent Seven—Apple, Microsoft, Alphabet, Amazon, Nvidia, Tesla, and Meta—account for about 35% of the index’s market cap and have delivered over 70% of its gains since the start of 2023. OpenAI’s ChatGPT debuted in late 2022, sparking an AI rally described as the “iPhone moment” for AI investing. Microsoft invested about $10 billion in OpenAI in early 2023 and integrated GPT models across Bing, Copilot in Office 365,
2 July 2025
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Edge Computing Global News & Trends Roundup (June–July 2025)

Edge Computing Global News & Trends Roundup (June–July 2025)

Verizon Business launched the Edge Transportation Exchange, a 5G MEC-based V2X platform enabling real-time data sharing among vehicles, infrastructure, and pedestrians, piloted with Volkswagen, state transportation departments, and universities across Arizona, Delaware, and New Jersey. Rockwell Automation introduced OptixEdge, an on-site industrial gateway that processes factory machine data locally and integrates with FactoryTalk Optix, reducing cloud reliance and addressing the 44% of data currently used effectively in manufacturing. 1623 Farnam completed a major expansion of its Omaha, Nebraska data hub, adding 1.5 MW capacity to support surging Midwest edge traffic and lower-latency services. Mimik Technology partnered with AMD to integrate
2 July 2025
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Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

Semiconductor Industry Roundup (June–July 2025): Advanced Chips, Equipment, and Geopolitics

In summer 2025, TSMC reported near 90% yield on its 3 nm process, versus Samsung’s roughly 50% yield. Samsung, which pioneered 3 nm gate-all-around transistors in 2022, continues to struggle with yields but has won Google’s Tensor G5 on 3 nm and other new clients for older nodes. TSMC and Samsung are racing toward 2 nm (N2-class) technology, with TSMC’s 2 nm on track for risk production and high-volume manufacturing in late 2025 or early 2026. Intel detailed an 18A process (approximately 1.8 nm class) at the mid-June VLSI Symposium, promising >30% logic density scaling and up to ~20% higher
1 July 2025
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Cloud Computing and XaaS Developments (May–June 2025)

Cloud Computing and XaaS Developments (May–June 2025)

In May 2025, Salesforce announced a definitive agreement to acquire data management firm Informatica for $8 billion. In May 2025, Microsoft announced a partnership with xAI to host Grok 3 and Grok 3 Mini on Azure via the Azure AI Foundry service. On May 22, 2025, Red Hat and AMD announced an expanded collaboration to optimize AI workloads in hybrid cloud environments. On May 9, 2025, IBM announced a cloud partnership with Oracle to run IBM’s watsonx AI tools on Oracle Cloud Infrastructure (OCI). On May 15, 2025, Kyndryl and Microsoft expanded distributed cloud services to enhance hybrid, multicloud, and
30 June 2025
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Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
27 June 2025
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