Strong CPU and datacentre wins 

AMD has just posted the strongest first quarter in its history, pulling in $7.438 billion in revenue for Q1 2025. That’s a 36 per cent surge year-on-year, driven by robust sales of high-margin Ryzen client CPUs, booming datacentre demand for its EPYC server chips, and growing adoption of its Instinct MI300-series AI accelerators.

Stimulus and stockpiling drive gains, but hangover looms

China’s top foundry, SMIC has seen its quarterly net profit more than double to $188 million, thanks to a mix of Beijing’s largesse and geopolitical panic buying.

SoftBank’s silicon darling stumbles as Washington jitters mount

British chip designer Arm took a knock on 8 May, warning that trade uncertainty has fogged up its revenue crystal ball..

Su says AI demand remains strong despite MI308 blockade

AMD warned that new US export rules will cost it $1.5 billion in lost sales this year, mainly due to a ban on shipping its MI308 chips to China.

Markets smell trouble ahead

Qualcomm blew past the cocaine nose jobs of Wall Street’s expectations with a $10.9 billion revenue haul for its second fiscal quarter ending March 2025, a 17 per cent rise. Adjusted earnings per share sat at $2.85, comfortably above consensus.

Looking to AI to sort things out

Bookshifter Amazon warned the cocaine nose jobs of Wall Street that the US tariff policy is battering its bottom line. Shares dipped 2.3 per cent in after-hours trading after the company had a weaker-than-expected forecast for the second quarter.

Azure finally stops underachieving

The cocaine nose jobs of Wall Street gave the software king of the world Microsoft a standing ovation on 1 May after the company finally managed to deliver what it had been teasing for months—decent cloud growth with an AI cherry on top.

Tim Cook reckons the “personal Siri” only half-baked

The Fruity Cargo Cult Apple’s much-hyped “Apple Intelligence” revamp of Siri is struggling to remember its lines, with company boss Tim Cook telling the cocaine nose jobs of Wall Street that it is still nowhere near ready for showtime.

Brushes off tariff fears

SK Hynix, Nvidia’s go-to for high-bandwidth memory, has posted a 158 per cent leap in quarterly operating profit, hitting 7.4 trillion won (€5.1 billion), while shrugging off the usual US trade panic.

Smartphone slump no match for AI’s server appetite

TSMC has kicked off 2025 by smashing revenue targets, thanks to ravenous demand for AI silicon—even as mobile chip orders fell flat.