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AMD's July 22 Test, HBM4 Supply Lock & Intel Foundry Earnings
Audio is available on Spreaker — see link below.
AMD's Advancing AI event, SK Hynix's multiyear HBM4 deal with Nvidia, and Intel's foundry earnings make this week's most consequential 48 hours in semiconductors. Five stories shaping the AI hardware infrastructure race — with clear watchpoints for investors and engineers.
Audio is available on Spreaker — see link below.
AMD stock has dropped seventeen percent from its recent peak, and the company has roughly forty-eight hours to start reversing that with one of the most closely watched product events of the summer. The July twenty-second Advancing AI event is the headline this week.
While AMD prepares its catalyst, a structural shift in memory supply locked in quietly last month. Nvidia and SK Hynix announced a multiyear HBM four partnership in June twenty-twenty-six.
Intel reports earnings July twenty-third, and the framing from the company will be optimistic. ASML has confirmed that Intel Foundry is now in high-volume manufacturing of Core Ultra three, branded Panther Lake, using High-NA EUV.
Nvidia's Rubin-generation infrastructure is entering a different kind of competitive conversation. The architecture uses closed-loop liquid cooling that eliminates the water-consuming cooling fans standard in current data center designs.
Two broader signals round out the week. ASML raised its twenty-twenty-six sales outlook to between forty-three and forty-five billion euros, following nine-point-three billion euros in second-quarter net sales.
The through-line this week is straightforward. AMD needs July twenty-second to deliver enough specificity to hold the floor.
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