AMD and Nvidia are competing in the AI chip market, facing supply chain risks from US bans on Chinese optical transceivers.

The entities involved

• AMD →

  American multinational semiconductor company

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31

Related events

• Chinese optical chip challenges Nvidia's AI dominance.Aug 18
• Leading AI semiconductor companies are partnering to supply custom AI chips and optical connectivity for next-generation AI servers.Sep 9
• Nvidia secured new deals for AI infrastructure.Jun 17
• AI infrastructure relies heavily on Nvidia's GPUs and components.Sep 7
• Nvidia, Amazon, Chewy, and an unnamed infrastructure provider are involved in specialized infrastructure needed for AI chips.Sep 8