AMD's Remarkable Turnaround Under Lisa Su's Leadership
Lisa Su, AMD's CEO, has led the company to a \$205.95 billion market cap from near collapse a decade ago, surpassing Intel in market value and revenue in 2022, highlighting the effectiveness of her long-term strategic plan focused on product quality, customer trust, and operational efficiency.
AMD's Remarkable Turnaround Under Lisa Su's Leadership
Lisa Su, AMD's CEO, has led the company to a \$205.95 billion market cap from near collapse a decade ago, surpassing Intel in market value and revenue in 2022, highlighting the effectiveness of her long-term strategic plan focused on product quality, customer trust, and operational efficiency.
Progress
48% Bias Score
US-China Tech War: Bifurcation Risk and Cooperation Opportunities
The US imposed expanded restrictions on semiconductor exports to China, leading to reciprocal measures from China, raising concerns about the bifurcation of global technology ecosystems, yet highlighting opportunities for cooperation on global challenges.
US-China Tech War: Bifurcation Risk and Cooperation Opportunities
The US imposed expanded restrictions on semiconductor exports to China, leading to reciprocal measures from China, raising concerns about the bifurcation of global technology ecosystems, yet highlighting opportunities for cooperation on global challenges.
Progress
32% Bias Score
US Raises Tariffs on Chinese Solar, Tungsten Products
The Biden administration raised tariffs on Chinese solar wafers and polysilicon to 50% and tungsten products to 25%, effective January 1st, 2024, to protect U.S. clean energy businesses and counter China's trade practices, escalating existing trade tensions.
US Raises Tariffs on Chinese Solar, Tungsten Products
The Biden administration raised tariffs on Chinese solar wafers and polysilicon to 50% and tungsten products to 25%, effective January 1st, 2024, to protect U.S. clean energy businesses and counter China's trade practices, escalating existing trade tensions.
Progress
40% Bias Score
AMD's Rise: Lisa Su's Leadership and the Semiconductor Market
AMD, led by CEO Lisa Su, is experiencing significant growth in the data center market due to strategic investments in long-term innovation, such as its "Zen" chip architecture, enabling the company to compete against Intel and Nvidia despite geopolitical challenges.
AMD's Rise: Lisa Su's Leadership and the Semiconductor Market
AMD, led by CEO Lisa Su, is experiencing significant growth in the data center market due to strategic investments in long-term innovation, such as its "Zen" chip architecture, enabling the company to compete against Intel and Nvidia despite geopolitical challenges.
Progress
40% Bias Score
"China's Semiconductor Exports Surge 20.3% Despite US Sanctions"
"Despite US efforts to curb China's technological rise, China's semiconductor exports surged 20.3% to $142.17 billion in the first 11 months of 2024, exceeding automobile and mobile phone exports, driven by domestic innovation and global demand for Chinese-made smart devices."
"China's Semiconductor Exports Surge 20.3% Despite US Sanctions"
"Despite US efforts to curb China's technological rise, China's semiconductor exports surged 20.3% to $142.17 billion in the first 11 months of 2024, exceeding automobile and mobile phone exports, driven by domestic innovation and global demand for Chinese-made smart devices."
Progress
44% Bias Score
Supreme Court Allows Class-Action Lawsuit Against Nvidia Over Cryptocurrency Revenue
The Supreme Court refused to hear Nvidia's appeal against a class-action lawsuit claiming the company misled investors about its cryptocurrency revenue, allowing the lawsuit to proceed following a 28% stock price drop after cryptocurrency profitability decreased in 2018 and a $5.5 million SEC settle...
Supreme Court Allows Class-Action Lawsuit Against Nvidia Over Cryptocurrency Revenue
The Supreme Court refused to hear Nvidia's appeal against a class-action lawsuit claiming the company misled investors about its cryptocurrency revenue, allowing the lawsuit to proceed following a 28% stock price drop after cryptocurrency profitability decreased in 2018 and a $5.5 million SEC settle...
Progress
40% Bias Score
Mixed Recovery in Memory and Storage Market: AI Drives SSD Growth, DRAM Prices Fall
The memory and storage market is experiencing a mixed recovery in 2024, with slower-than-expected growth despite rising data center capex; DRAM prices are declining, while SSD demand is rising due to AI; emerging non-volatile memories are growing, especially for embedded applications.
Mixed Recovery in Memory and Storage Market: AI Drives SSD Growth, DRAM Prices Fall
The memory and storage market is experiencing a mixed recovery in 2024, with slower-than-expected growth despite rising data center capex; DRAM prices are declining, while SSD demand is rising due to AI; emerging non-volatile memories are growing, especially for embedded applications.
Progress
32% Bias Score
TSMC's Arizona Fab: Delays, Cost Overruns, and Implications for U.S. Chip Production
TSMC's new $20 billion Arizona chip fab, originally slated for 2024 completion, is now in pilot production, delayed until 2025 due to unforeseen challenges; despite this, Apple is its largest customer, and the plant will produce more advanced 4-nanometer chips than initially planned.
TSMC's Arizona Fab: Delays, Cost Overruns, and Implications for U.S. Chip Production
TSMC's new $20 billion Arizona chip fab, originally slated for 2024 completion, is now in pilot production, delayed until 2025 due to unforeseen challenges; despite this, Apple is its largest customer, and the plant will produce more advanced 4-nanometer chips than initially planned.
Progress
40% Bias Score
US Raises Tariffs on Chinese Solar, Tungsten Products
The Biden administration raised tariffs on Chinese solar wafers and polysilicon to 50% and tungsten products to 25%, effective January 1st, to protect U.S. clean energy businesses and critical supply chains, amid escalating trade tensions with China.
US Raises Tariffs on Chinese Solar, Tungsten Products
The Biden administration raised tariffs on Chinese solar wafers and polysilicon to 50% and tungsten products to 25%, effective January 1st, to protect U.S. clean energy businesses and critical supply chains, amid escalating trade tensions with China.
Progress
40% Bias Score
China Investigates Nvidia for Antitrust Violations
China's market regulator is investigating Nvidia for potential anti-monopoly violations and breaching commitments made during its 2020 acquisition of Mellanox, focusing on Nvidia's halting of GPU supplies to China despite prior agreements, causing a 2 percent drop in Nvidia's shares.
China Investigates Nvidia for Antitrust Violations
China's market regulator is investigating Nvidia for potential anti-monopoly violations and breaching commitments made during its 2020 acquisition of Mellanox, focusing on Nvidia's halting of GPU supplies to China despite prior agreements, causing a 2 percent drop in Nvidia's shares.
Progress
40% Bias Score
Sanctions Circumvention: US Semiconductors Fueling Russian Military
US-made semiconductors from Texas Instruments are reaching the Russian military via online purchases through third-party distributors and shell companies, despite sanctions, facilitating the production of weapons used in the war in Ukraine.
Sanctions Circumvention: US Semiconductors Fueling Russian Military
US-made semiconductors from Texas Instruments are reaching the Russian military via online purchases through third-party distributors and shell companies, despite sanctions, facilitating the production of weapons used in the war in Ukraine.
Progress
40% Bias Score
China's Antitrust Probe of Nvidia and Mineral Export Ban Escalates Tech War with US
China launched an antitrust investigation into Nvidia, impacting its market capitalization by $138 billion, in response to US export controls on advanced semiconductors and critical minerals. This action, coupled with China's export ban on four critical minerals to the US, represents a strategic shi...
China's Antitrust Probe of Nvidia and Mineral Export Ban Escalates Tech War with US
China launched an antitrust investigation into Nvidia, impacting its market capitalization by $138 billion, in response to US export controls on advanced semiconductors and critical minerals. This action, coupled with China's export ban on four critical minerals to the US, represents a strategic shi...
Progress
40% Bias Score