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[Global Tech 류영호]
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Global Tech 류영호
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Cloud service providers looking at AMD's LLM chip as alternative to Nvidia's, say sources - Digitimes Alert
Supermicro (SMCI US)

4Q23 FY 실적 업데이트
(현지 시간 8일 실적발표 예정)
- 기존 가이던스 17-19억달러 vs 신규 가이던스 21.5-21.8억달러
- 기존 EPS 가이던스 $2.21-2.71 (컨센 $2.54) vs 신규 EPS 가이던스 $3.35-3.45
Lisa Su, the company will "consider other manufacturing capabilities" besides TSMC to make AMD-designed chips to "ensure that we have the most resilient supply chain."

Su said that "for advanced [chip] development, we don't have anything [planned] currently,"

https://asia.nikkei.com/Business/Tech/Semiconductors/AMD-will-consider-other-partner-foundries-to-TSMC-CEO
111%?? 이왜진???
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