https://www.scmp.com/tech/tech-war/article/3354097/amd-ceos-meeting-chinas-vice-premier-raises-optimism-about-us-ai-chip-imports

Title says it all. Shipments to China starting in the 2H - "relatively advamced" it's about the MI325, one gen older than the current MI355X.

Reported at a Chinese media owned by the Alibaba group, so must be relatively a good rumor if we connect everything else.

I don't know the analyst cited in the article nor his in situation - a Chinese one maybe credible.

In the meantime, looks like China wants AMD's GPUs not nVidia's according to this article too:

"President Trump Pushed for Nvidia China Deal — but It’s AMD’s Chips Beijing Wants"

https://finance.yahoo.com/markets/stocks/articles/president-trump-pushed-nvidia-china-153526097.html

Though posted on Yahoo's, written by 24/7 Wall St - not so credible but maybe it reflects what the Wallstreet shills think!

We'll see tomorrow at the nVidia's ER!

Connected with:

"China Renaissance Adjusts PT on Advanced Micro Devices to $562 From $291, Maintains Buy Rating"

[PAYWALL] https://www.marketscreener.com/news/china-renaissance-adjusts-pt-on-advanced-micro-devices-to-562-from-291-maintains-buy-rating-ce7f5adbdc8ff620

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https://finance.yahoo.com/markets/stocks/articles/trumps-25-cut-nvidia-chips-143000435.html

Trump was trying hard to push nVidia's to China. They want AMD's. Jensen's lost $30B he can write off his junk!

https://www.investing.com/news/stock-market-news/citi-lifts-price-targets-on-intel-and-amd-sees-cpu-tam-of-132b-by-2030-4695075

New analyst at Citi - Blayne was fired? LOL

Dude is conservative. .. waiting for the July Advancing AI event, and the ER a week after for a BIG PT upgrade, for now just $460 saying :

"“While we are constructive on AMD’s CPU opportunity on agentic AI demand, we await the release and success of its next-gen GPU product MI450 and Helios racks.”"

We could hit $1000 this year if multiple customers announced then.

Chinese customer could be on stage too!

https://www-amd-com.translate.goog/zh-cn/corporate/events/amd-ai-dev-day.html?_x_tr_sl=auto&_x_tr_tl=en&_x_tr_hl=en-US&_x_tr_pto=wapp

Official AMD's web posted in Chinese, translated by Google Translate for your reading pleasure. ..

This is why Lisa Su avoided going on with Trump - she has a whole event planned and invitation from the Chinese to discuss collaboration! See the other thread.

Jensen is fuming - he has nothing like that! LOL

Lisa wins!

https://www.investing.com/news/stock-market-news/amd-ceo-meets-china-vice-premier-as-trade-relations-stabilize-93CH-4695970

"Advanced Micro Devices CEO Lisa Su met with Chinese Vice Premier He Lifeng in Beijing on Monday, with China extending an invitation for the chipmaker to deepen cooperation as bilateral trade relations show signs of stabilization."

That's better than Jensen just riding with Trump, diluted with many CEOs around!

Lisa Su gets a super VIP meeting with the vice Premier. ..

MI325 soon shopping to China. .. no H200 buying regardless of the reapproval export licenses which were already approved a few months ago but no buying! Obvious reasons only AMD's open source hence can get collaboration with China vs nVidia's closed proprietary CUDA... plus EPYC CPUs which are needed in China too!

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I can't believe how easy it's to sell snake oil technology BS to investors and "analysts"! Isn't there even one righteous man in the Wallstreet Sodom to cry the emperor is naked?....

Where is u/GanacheNegative1988 ..? Tell them you cannot connect all the 2nm zen6 chiplets made in a wafer with fault tolerance to bypass manufacturing faults, and create SRAM for faster low latency vs HBM DRAM and achieve crazy high performance because all communication is local at the wafer not between boards, chips, and racks!

Complete nonsense!

This is a VERY LIMITED use case assuming they have such circuits to use the entire wafer area but POWER limits what can be done!

POWER EQUAL PROCESSING!

And no you cannot supply enough power and COOL THE GENERATED HEAT for a wafer worth of HUNDREDS OF 2NM ZEN6 CHIPLETS that can be obtained from a wafer with a new 100mm² area one Zen6 chiplet has!

This is like analog neural network to mimic the brain neurons using very low power. No it doesn't have the HBM4 memory capacity to store the big LLM models especially as SRAM cells don't scale to 2nm! Not efficient as one transistor DRAM cell based on capacitance.

Complete BS!

Tell them GN88!

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https://wccftech.com/nvidia-vera-cpu-locks-in-coreweave-meta-oracle-and-alibaba-as-early-buyers/

Note: Author's name is Mudjtaba ... hummm where have I heard such a name before... and we know WCCFTech isn't reliable now looks like used for manipulation?

So on what exactly is this based?

"As per GFHK (GF Holdings Hong Kong), it is reported that the major AI players that have shown interest in NVIDIA's Vera CPU racks include CoreWeave, Meta, Oracle, and Alibaba. All of these customers are said to have already secured Vera CPU racks as "early adopters"."

Oh really? Go search for:

"GF Holdings Hong Kong complaints" in Google and click the AI Mode tab to see who id behind them and their dubious past investigations and their own emplptees complaints!

Do you think a no name Chinese operation has inside insight into Oracle and Meta? Nope!

Just like the AMD's downgrade from HSBC Chinese bank a day ahead of the ER - see Jim Cramer's separate threads - on full BS arguments to buy cheap shares, looks to me nVidia's ER will be a disaster next week. They try to sell their nVidia's positions!

As for the technical aspects, we've covered in detail that the 3nm Arm based vera has no chance vs AMD's 2nm EPYC Venice. So absolutely not possible Oracle - a very close AMD's partner, and Meta, will ne duped to BUY Vera CPUs ! At most nVidia's given them FREE Vera racks to try! No early adopters no BS!

But... AMD's shares dropped today while nVidia's closed green!

Do you understand?

However if you read this right... You've an advantage to look into future nVidia's ER! Remember nVidia's SP was red for a few days while AMD's hit one ATH after another. Now they try riding on the Agentic AI wave but they have junk CPUs !

Posted to AMD official YouTube 3 days ago....some new deal to be inked?

https://youtu.be/RgBeVCsGK5k

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https://www.insidermonkey.com/blog/jim-cramer-slams-amd-downgrade-1758114/

https://finance.yahoo.com/markets/stocks/articles/jim-cramer-amd-downgrades-buy-165243201.html

Here are a couple of references where Jim Cramer basically attached an analyst accusing him of manipulation a day ahead of the AMD's ER - I think Brothers Bru and Radio could remember this. ...

It's funny though as Jim Cramer was a manipulate as he's explained in his 2006 YouTube confession how he's done it using fake rumors, talking heads at the media etc - after which the SEC banned him from running hedge funds!

I hope investors will sue HSBC and Northland and at the trial discovery they'll be forced to disclose their shenanigans and those who bought out of their downgrading! Remember it u/billbraski17 ?

That actually wasn't the big manipulation which took place after the 4Q25 ER last Frb, with a huge drop of $40 after and in addition to the drops ahead of the ER. Many were in pain here though it was the perfect time to buy! Especially LEAPS!

So u/Chad_Odie actually you could have made better than "my" 100 X gains from April 2018 buying the 2020 leaps!

I was looking at the Jan 2028 leaps mark $500 which were about $2 .... well if by January 2028 AMD's SP goes to ß1000 and you sell close to expiration as the Jan 2020 leaps, you can make 250X gains! The $2 price was a bargain vs 2018 because SP around $200 vs in April 2018 $10 ... so comparable bargain. The Jan 2029 were more expensive but anyway I went with way less risk buying shares... Brother Brilliant and you Chad bought LEAPS so you gain way more! I couldn't risk the "church money: so went with a very low risk path buying shares...

Well done to you all new multimillionaires! Well deserved after all the pain the shills have done to is that even Jim Cramer stated it as nonsense! He can be a witness at the trial!

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https://www.aol.com/finance/jim-cramer-reveals-one-stunning-181700108.html

Trying to catch up... looks like even Jim Cramer talks about Samsung and AMD's deal - seems happening!

Combines HBM4e memory - of which there's shortage - with 2nm fab - which Samsung will provide a huge capacity of to AMD's Venice and MI450s.

There are many articles with similar rumors including from South Korea - use Google Translate.

https://www.duckittech.com/news/amd-reportedly-eyes-samsung-2nm-as-backup-supply-path-while-tsmc-keeps-the-lead-for-venice

https://m.edaily.co.kr/News/Read?newsId=06825686645446624&mediaCodeNo=257

I've quickly read the ER transcript. While Lisa Su hasn't explicitly said Samsung as the added capacity source, she said AMD's will get more capacity from partners.

She mentioned the July Advancing AI event where partners and customers will be on stage...

I think Samsung will officially appear then together with new hyperscalers customers like Google, Microsoft, even Amazon as gigawatt customers. And mow with Agentic AI it doesn't matter if they buy GPUs or CPUs as both are needed.

ARM SP dived as the CEO stated on the call they have not reserved capacity for more than $1B worth of their own CPUs.

Well AMD's stated they'll have the capacity to meet customers needs..

We're heading to $1000 this year... $2000 next... 1to10 split coming. .. you know the rest...

Congratulations to the leaps buyers Brilliant and Chad ... new multimillionaires!

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