AMD (AMD) achieves first TSMC N2 milestone
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JPM: 'revenue impact to AMD is $1.5-$1.8B on a total of $8 billion in GPU revenues this year and $16B in datacenter revenue'
April 16, 2025 4:25 PM EDTJPM: 'revenue impact to AMD is $1.5-$1.8B on a total of $8 billion in GPU revenues this year and $16B in datacenter revenue'
The analyst comments "For AMD, the team is booking an $800M inventory charge. We estimate the revenue impact to AMD is $1.5-$1.8B on a total of... More
