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AMD (Advanced Micro Devices )

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  1. forum rang 8 closer 9 april 2025 23:50
    quote:

    ikke,dus schreef op 9 april 2025 22:38:

    lekker avondje :-)
    Die US president blijft een randdebiel, ik had wel wat hoofdpijn afgelopen dagen.
    Toch wel? Ik dacht dat je stiekem jouw AMD had verkocht en was overgestapt naar Fugro ;-)
  2. ikke,dus 10 april 2025 09:58
    nope, heb mezelf lopen schoppen dat ik niet verkocht had, dat wel.
    Gisteren 15% portefeuille stijging, zonder de NL aandelen natuurlijk ;-)
  3. forum rang 10 nine_inch_nerd 12 april 2025 16:21
    Reportedly, the U.S. has published a list of tariff exclusions that exempts smartphones, laptops, chips, & other electronics from Trump’s new “reciprocal” tariffs. The exemptions also apply to semiconductor manufacturing equipment. The White House hasn’t responded yet - Bloomberg

    *As long as the exported product to U.S. aligned with the HS code below, the tariffs will be exempted.

    8471: Automatic data processing machines and units thereof; magnetic or optical readers, etc.

    8473.30: Parts and accessories of the machines of heading

    84718486: Machines/apparatus for manufacture of semiconductor devices/electronic integrated circuits

    8517.13.00: Smartphones

    8517.62.00: Communication equipment (e.g., routers, switches, etc.)

    8523.51.00: Solid-state non-volatile storage devices (e.g., NAND Flash Memory or SSD )

    8524: Records, tapes and other recorded media for sound/data

    8528.52.00: Monitors for use with ADP machines (8471)

    8541.10.00: Diodes (excluding photosensitive and light-emitting diodes)

    8541.21.00: Transistors with power dissipation < 1W

    8541.29.00: Other transistors

    8541.30.00: Thyristors, diacs, and triacs (excluding photosensitive devices)

    8541.49.10: Mounted piezoelectric crystals

    8541.49.70: Transistors (classified under other semiconductor devices)

    8541.49.80: Optical coupled isolators

    8541.49.95: Other semiconductor devices

    8541.51.00: Semiconductor-based transducers

    8541.59.00: Other semiconductor devices

    8541.90.00: Parts of semiconductor devices

    8542: Electronic integrated circuits.


    content.govdelivery.com/bulletins/gd/...
  4. forum rang 10 nine_inch_nerd 12 april 2025 16:52
    Gerard DiPippo:
    I would interpret the tariff exemptions primarily as an attempt to mitigate the impact on electronics and consumers more than as a signal of a US-China deal. The exempted categories cover about 22% of US imports from China.
  5. forum rang 10 nine_inch_nerd 13 april 2025 15:44
    Amerikaanse minister van Handel Lutnick
    - Elektronicaproducten maken deel uit van de aankomende sectorale tarieven
    - Elektronicaproducten vallen onder de sectie Halfgeleiders en krijgen binnenkort speciale tarieven (elektronica die is uitgesloten van wederkerige tarieven, valt onder specifieke tarieven voor halfgeleiders)
    - Tarieven voor halfgeleiders en elektronica komen over ongeveer een maand
    - Tarieven voor farmaceutische producten komen ook over een maand of twee
    - VS heeft "zachte toegang" gehad via tussenpersonen met China over tarieven
    - Geen zorgen over de Amerikaanse dollar
  6. forum rang 10 nine_inch_nerd 14 april 2025 09:18
    REPORT: AMD's Market Share in China is approaching 50%.

    "It stated: 'Judging from the sales performance of AMD motherboard products in Q1 2025, there is a clear DIY trend. According to AMD's official statement, the sales of AMD motherboards in Q1 surged significantly, with market share gradually approaching or already reaching around 50%. Furthermore, there is still room for future growth in the market. AMD has basically established a trend of reversing Intel’s dominance in motherboard market share.'"

    This is of course closely related to the outstanding performance of AMD's new generation of CPUs. AMD's Zen 5 architecture CPUs, such as the Ryzen 9000 series and X3D series, have attracted a lot of consumer attention due to their powerful performance and high cost-effectiveness.

    In contrast, Intel's latest generation of CPUs, such as the 'Core Ultra 200S' Arrow Lake series, have not performed as expected, with performance falling short of Intel’s initial marketing claims. Intel has attempted to address the issues by updating and releasing new microcodes, but the results have not been ideal
  7. forum rang 10 nine_inch_nerd 14 april 2025 10:33
    China’s New Chip Origin Rules Could Benefit Qualcomm, AMD, while Intel and TI Could Feel the Heat
    www.trendforce.com/news/2025/04/14/ne...

    Nu de Chinese Semiconductor Industry Association stelt dat de oorsprong van chips gebaseerd moet zijn op de plaats waar de wafers worden gemaakt, kan er een nieuwe grote verandering in de halfgeleidersector op komst zijn. Reuters en Tom's Hardware melden dat Amerikaanse chipfabrikanten zoals Qualcomm en AMD, die de productie uitbesteden aan TSMC, onder dit beleid de Chinese importheffingen zouden kunnen ontwijken.
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