The latest read on the semi space, and are EVs in for a mega meltdown in demand? 10/31/23
CNBC's "Fast Money"
00:00
AMD's Q4 Revenue Guidance and Impact on Chip Stocks
The hosts discuss AMD's Q4 revenue guidance and its impact on chip stocks. They analyze the lower-than-expected revenues, strong growth in data centers, and softening demand in gaming and embedded markets. They also mention the upcoming earnings call where the MI 300 chip will be discussed, highlighting the potential impact on Nvidia.
Play episode from 02:01
Transcript
