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AMD
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104 days

AMD CEO Lisa Su calls China a 'large opportunity' and warns against strict U.S. chip controls

1. AMD sees China as a key growth market despite export controls. 2. The company anticipates a $1.5 billion loss from China-related regulations. 3. Fiscal Q1 results exceeded expectations with robust sales in April. 4. CEO emphasizes balancing export controls with technology adoption. 5. AMD aims to move manufacturing to the U.S. for stability.

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FAQ

Why Bullish?

Despite anticipated losses, AMD's growth potential in AI positions it well, similar to past resilience in turbulent markets.

How important is it?

The article highlights AMD's market strategies and challenges that could significantly influence investor sentiment.

Why Long Term?

AMD's strategic moves in manufacturing and AI adoption may yield substantial long-term growth, akin to its post-2020 recovery.

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