Lynx Equity On AMD Q1 2025 Earnings: “Just As With Intel, We Expect AMD’s Guidance And 2H Commentary To Surprise To The Downside”

OSTN Staff

Buffeted by uncertainty headwinds that continue to ricochet through the broader semiconductor sphere courtesy of President Trump’s incoming sector-specific tariffs, AMD is gearing up to announce its earnings for the first quarter of 2025 later on Tuesday. Yet, one Wall Street player remains decidedly bearish on the stock’s near-term prospects. For the benefit of those who might not be aware, after concluding an initial assessment of the new US export licensing requirements in relation to its China-specific MI308 GPUs, AMD announced back in April that it expects to incur around $800 million in charges related to inventory write-offs, purchase commitments, and […]

Read full article at https://wccftech.com/lynx-equity-on-amd-q1-2025-earnings-just-as-with-intel-we-expect-amds-guidance-and-2h-commentary-to-surprise-to-the-downside/