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TradingKey - While the AI revolution has crowned Nvidia (NVDA) with total market domination in the area of training hardware, there are now signs of a shift in the ecosystem.

TradingKey - Recently, amid tightening CPU supply, Intel (INTC) and AMD have successively raised prices for their CPU products, covering server and select high-performance consumer lines. Following the news, shares of both Intel and AMD rose over 7% on Wednesday. Arm also surged 16.38% in the previous trading session after announcing its self-developed AGI CPU and providing a robust revenue growth outlook.

TradingKey - Against the backdrop of surging demand for AI chips, Samsung Electronics' foundry business is entering a long-awaited recovery window. As partnership news with clients such as NVIDIA, AMD, Tesla, and Qualcomm continues to materialize, the market is re-evaluating Samsung’s competitivenes

TradingKey - March 23: South Korean AI startup Upstage is reportedly in talks with AMD to procure 10,000 Instinct MI355 AI accelerator chips.

TradingKey - Due to strong demand for high-performance computers, AMD's position in the semiconductor industry has been on fire, Strong demand has put an immense amount of pressure on AMD as it attempts to balance between the growth of new Data Centers and AI workloads

TradineKey - As President Trump prepares for his long‑anticipated visit to China at the end of March, diplomacy is once again taking center stage in global markets. Reuters reported on the 13th that Chinese Premier He Lifeng will meet U.S. Treasury Secretary Scott Bessent in Paris on March 15–16, a

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