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Lisa Su

Featured in 14 tracked stories · first seen

Situations

[ACTIVE] [BUSINESS] [US] [DE] [CN]

AI chip and infrastructure rally faces volatility

45 clusters · 372 sources · last updated

Latest: Intel CEO reports 50% supply capacity amid surging AI CPU demand

The AI-driven semiconductor and infrastructure rally continues to face volatility as companies navigate shifting enterprise budgets and high valuations. Nvidia remains a central architect of the ecosystem, recently repor

[ACTIVE] [BUSINESS] [US] [TW]

Navitas and AMD AI-infrastructure growth

18 clusters · 86 sources · last updated

Latest: AMD reports record $11.5 billion revenue driven by AI growth

In early July 2026, Navitas Semiconductor’s stock swung approximately 6% amid analyst price target increases and insider share sales. Two weeks later, Navitas reported unaudited Q2 2026 results featuring a 22% sequential

[ACTIVE] [TECHNOLOGY] [JP] [CN] [TW]

Global semiconductor growth and AI-driven market shifts

16 clusters · 44 sources · last updated

Latest: Semiconductor industry shifts driven by AI demand and supply chain specialization

The semiconductor industry continues its rapid expansion, fueled by demand for artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM). Global sales in July 2026 reached $146.8 billion, a 135.1% incre

[QUIET] [BUSINESS] [US] [CA]

Quantum computing market activity and industrial adoption

8 clusters · 23 sources · last updated

Latest: Tech sector analysis highlights Snowflake growth and quantum computing volatility

The quantum computing sector continues to experience significant volatility, driven by small revenue bases and high sensitivity to technical milestones or government awards. While the industry is transitioning toward ear

[QUIET] [TECHNOLOGY] [US] [DE] [JP]

AMD expands AI hardware across data centre and edge

38 clusters · 298 sources · last updated

Latest: AMD unveils Threadripper Halo Station AI workstation

AMD’s AI push has accelerated through new hardware, software, and partnerships. In early July, the company released the Ryzen AI Halo mini-PC, a $3,999 workstation built around the Ryzen AI Max+ 395 APU. AMD also unveile

[QUIET] [BUSINESS] [US]

AMD financial performance and investment trends

3 clusters · 7 sources · last updated

Latest: ARK Invest rotates semiconductor holdings from AMD to Nvidia and Broadcom

Advanced Micro Devices (AMD) reported record quarterly revenue of $11.5 billion, marking a 50% year-over-year increase fueled by data center revenue. Despite exceeding analyst expectations, the company’s stock declined b

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