AMD

When AMD CEO Lisa Su arrived in China last week just days after Nvidia's CEO left, she kept a much lower profile than Jensen Huang, who drew crowds in the centre of the capital as he posed for photos and ate local ‌delicacies like Beijing-style soybean paste noodles. Just a year ago at the annual Computex trade show in Taipei, Huang said Nvidia's market share in China had dropped to 50% from 95% due to U.S. export controls. Since then, that ​has effectively fallen to zero, he said this year, amid Beijing's push for self-reliance in advanced AI chips.

At Taiwan's annual Computex trade show next week, the spotlight is likely to be dominated, as usual, by Nvidia and its products, but also by the island's central and growing role in AI infrastructure. Nvidia CEO Jensen ‌Huang, arriving in Taipei more than a week ahead of the show, more than made that point when he said on ‌Wednesday that his company would spend as much as $150 billion a year in Taiwan, which he called the epicentre of the AI revolution. AMD CEO Lisa Su also said last week that the company would invest more than $10 billion in Taiwan's AI sector, adding that it was co-investing with Taiwanese partners to ensure sufficient capacity for expansion in 2026 and beyond.

Wood trimmed her stake in AMD, while buying Cerebras stock.

The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.

A furious rally for chip stocks has raised fears of a new bubble. If and when the party ends, five stocks will be left standing. They all remain undervalued.

AMD and Micron are two of the hottest stocks in the market and continue to have more upside ahead.

Samsung Electronics said on Friday it has started shipping ‌samples of its latest high-bandwidth memory (HBM) ‌chip, or the 12-layer HBM4E, marking what it said ​was the industry's first shipment of such products. Samsung said the chip uses its latest ⁠1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung's 4-nanometer foundry logic base die. The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung's ‌efforts to strengthen its ​position in the next-generation ​AI memory market ​by proactively supplying samples of ‌its latest products.

The partnership gives Rocket One access to AMD cloud tools and AI development resources.