WS #15361
AMD's CEO has confirmed that demand for its chips remains 'very high' and that supply from TSMC is binding, with plans to substantially increase supply in 2027. This development alleviates fears of a prolonged AI chip shortage and supports the bullish narrative for semiconductor manufacturers and AMD itself. It also reinforces the competitive dynamics between AMD and NVIDIA in the AI accelerator market. The UK media regulator has launched a probe into Meta over Instagram safety checks, adding to the regulatory pressures facing major tech platforms. In contrast, Tesla reported a 268.7% surge in German registrations for September, indicating strong consumer demand in Europe. These divergent signals highlight the mixed landscape for tech and automotive stocks, with regulatory risks offset by strong product demand.
AMD Supply Expansion
AMD's CEO has confirmed that demand for its chips remains 'very high' and that supply from TSMC is binding, with plans to substantially increase supply in 2027. This development alleviates fears of a prolonged AI chip shortage and supports the bullish narrative for semiconductor manufacturers and AMD itself. It also reinforces the competitive dynamics between AMD and NVIDIA in the AI accelerator market.
The UK media regulator has launched a probe into Meta over Instagram safety checks, adding to the regulatory pressures facing major tech platforms. In contrast, Tesla reported a 268.7% surge in German registrations for September, indicating strong consumer demand in Europe. These divergent signals highlight the mixed landscape for tech and automotive stocks, with regulatory risks offset by strong product demand.