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AMD & TSMC

11 shared events · Importance 8 · Last updated Jul 05, 2026

Importance
8
Shared Events
11
Actions
0
Sentiment
0.5528910237108493
Live sentiment trends, interaction importance charts, and action volume tracking available on the Ergen Dashboard
56
International
AMD: AMD experienced significant drops as AI stocks continued their sell-off, despite its strong growth in the data center segment.
TSMC: TSMC, a major chipmaker in Taiwan, was affected by the broader AI stock sell-off, though Taiwan's market showed some resilience.
Jun 03, 2026 · 191 articles
50
Business
AMD: AMD (AMD) is a recipient of the 2026 Visionary Growth Leadership Best Practices Recognition, which could positively influence its brand image and investor perception.
TSMC: TSMC is a recipient of the 2026 Visionary Growth Leadership Best Practices Recognition, which could positively influence its brand image and investor perception.
Jun 15, 2026 · 6 articles
42
Business
AMD: AMD is an AI chipmaker contributing to the high demand for advanced production lines from TSMC.
TSMC: TSMC is currently Apple Inc.'s primary chip manufacturer but faces high demand from AI chipmakers, leading Apple Inc. to seek diversification.
Jun 18, 2026 · 41 articles
28
International
AMD: AMD is a rival to Nvidia in the US AI chip sector and is also racing to expand supplies of server CPUs, facing increased competition from Nvidia's entry into the CPU market.
TSMC: TSMC uses ASML's machines to make a large share of Nvidia's top AI chips, but China is barred from buying these machines or Nvidia's most powerful AI chips.
Apr 20, 2026 · 20 articles
28
Business
AMD: OpenAI is incorporating AMD chips alongside Nvidia to meet infrastructure demands, indicating a diversification of chip suppliers.
TSMC: TSMC is expected to fabricate OpenAI's first-generation chip design.
Sep 05, 2025 · 6 articles
20
Tech
AMD: AMD (AMD) is mentioned as a supplier whose chips OpenAI is expected to continue using for many workloads, alongside Nvidia, despite the introduction of Jalape no.
TSMC: TSMC is responsible for the manufacturing of OpenAI's Jalape no chip, highlighting its crucial role in the global semiconductor supply chain and its importance to advanced AI hardware production.
Jun 24, 2026 · 52 articles
17
International
AMD: AMD is another major producer of advanced chips that rely on TSMC for manufacturing, and its products could also be subject to similar export control issues.
TSMC: TSMC manufactures the cutting-edge chips for both Nvidia and AMD, making it a key player in the global semiconductor supply chain affected by these export controls.
Apr 20, 2026 · 34 articles
14
Business
AMD: AMD is mentioned as a company through which investors are exposed to the AI semiconductor trade, similar to Nvidia.
TSMC: TSMC is mentioned as having reached a trillion-dollar valuation previously, serving as a benchmark for market value in the semiconductor industry.
Apr 20, 2026 · 36 articles
0
International
Dec 30, 2025 · 6 articles
0
Business
May 06, 2026 · 38 articles
0
Business
Apr 16, 2026 · 7 articles
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