Components from major tech companies including AMD, Intel, Bosch, and Analog Devices are being diverted to Russia.

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
• Intel →

  American multinational technology company

  • Intel announced major partnerships with Apple and Tesla, alongside executive appointments, including Lee as VP.Mon 15:04
  • Intel announced that it has secured Tesla as its next-generation 14A customer, while also undergoing leadership changes.Mon 14:08
• Bosch →

  part of Hilty & Bosch

  Nothing else this week.

• Analog Devices →

  American company

  • Analog Devices is listed on the Nasdaq exchange.Mon 02:01
  • Texas Instruments and Analog Devices are currently trading at high forward earnings multiples.Sun 18:26

Related events

• Russia is using components sourced from Belarus, AMD, and Diodes Incorporated in its weapons systems.Sep 8