AMD-Nvidia ETFs in Focus Amid New Chip Introductions

Zacks06-04

Advanced Micro Devices AMD recentlyintroduced its latest artificial intelligence (AI) processors at the Computex technology trade show in Taipei. CEO Lisa Su presented the MI325X accelerator, ...

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CEO Lisa Su presented the MI325X accelerator, ...</p>\n\n<a href=\"https://finance.yahoo.com/news/amd-nvidia-etfs-focus-amid-171900124.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SOXQ","symbol_name":"Invesco PHLX Semiconductor ETF","start_time":0,"source_url":"https://finance.yahoo.com/news/amd-nvidia-etfs-focus-amid-171900124.html","article_id":"2440411117","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/_BZuZuA6uXETy8GXAA0NZw--~B/aD00MDA7dz02MzU7YXBwaWQ9eXRhY2h5b24-/https://media.zenfs.com/en/zacks.com/7678a0dab1e3e0db403e64689563697c"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2440411117","pubTimestamp":1717435140,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"Advanced Micro Devices AMD recentlyintroduced its latest artificial intelligence  processors at the Computex technology trade show in Taipei. CEO Lisa Su presented the MI325X accelerator, scheduled for release in the fourth quarter of 2024. This move is part of AMD's strategic plan to challenge industry leader Nvidia NVDA in the competitive AI semiconductor market.Meanwhile, Nvidia also unveiled its next generation of AI chips – Rubin, which features 8 stacks of HBM4 memory. The platform, available in 2026, includes new GPUs for AI training and deployment, and a central processor named “Vera.”The surge in generative AI programs has created a high demand for advanced chips used in AI data centers. California-based AMD is striving to compete with Nvidia, which currently dominates about 80% of the AI semiconductor market.Following Nvidia's lead, AMD announced plans to release new AI chips on an annual basis. Nvidia too committed to releasing new AI chip models annually. The Rubin AI platf","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"SOXQ":"Invesco PHLX Semiconductor ETF","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4588":"碎股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4503":"景林资产持仓","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4573":"虚拟现实","LU0238689110.USD":"贝莱德环球动力股票基金","FDN":"First Trust Dow Jones Internet I","SHOC":"Strive U.S. Semiconductor ETF","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","WUGI":"Esoterica NextG Economy ETF","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","AMD":"美国超微公司","BK4529":"IDC概念","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4566":"资本集团","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","NVDA":"英伟达","BK4592":"伊斯兰概念","LRNZ":"TrueShares Technology, AI & Deep Learning ETF","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","GFS":"GLOBALFOUNDRIES Inc.","BK4575":"芯片概念","BK4587":"ChatGPT概念"},"translate_title":"AMD-Nvidia ETF因新芯片推出而成为焦点","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LRNZ":1,"GFS":1,"AMD":1,"NVDA":1,"SHOC":1,"SOXQ":1,"WUGI":1,"FDN":0.9},"content_text":"Advanced Micro Devices AMD recentlyintroduced its latest artificial intelligence (AI) processors at the Computex technology trade show in Taipei. CEO Lisa Su presented the MI325X accelerator, scheduled for release in the fourth quarter of 2024. This move is part of AMD's strategic plan to challenge industry leader Nvidia NVDA in the competitive AI semiconductor market.\nMeanwhile, Nvidia also unveiled its next generation of AI chips – Rubin, which features 8 stacks of HBM4 memory. The platform, available in 2026, includes new GPUs for AI training and deployment, and a central processor named “Vera.”\nGrowing Demand for AI Chips\nThe surge in generative AI programs has created a high demand for advanced chips used in AI data centers. California-based AMD is striving to compete with Nvidia, which currently dominates about 80% of the AI semiconductor market.\nFollowing Nvidia's lead, AMD announced plans to release new AI chips on an annual basis. Nvidia too committed to releasing new AI chip models annually. The Rubin AI platform will use HBM4 memory, with Rubin Ultra featuring 12 HBM4 stacks. Notably, Nvidia’s accelerated computing technology offers significant cost and energy savings.\nMeanwhile, AMD introduced the MI350 series, expected in 2025, promising a 35-fold improvement in inference performance compared to the current MI300 series. Additionally, the MI400 series, based on a new architecture called \"Next,\" is set to launch in 2026.\nAMD also announced that its latest generation of central processor units (CPUs) will be available in the second half of 2024. While AI chips are prioritized for data centers, some CPUs are used alongside graphics processing units (GPUs), with a higher ratio of GPUs, as quoted on Reuters.\nInvestor Interest and Market Performance\nInvestors are keenly watching AMD and Nvidia for long-term updates on AI chip developments. AMD's shares have more than doubled since early 2023, although this growth is modest compared to Nvidia's seven-fold surge in the same period. AMD anticipates AI chip sales of about $4 billion for 2024, a $500 million increase from previous estimates.\nTap Both Companies With These ETFs\nInvestors can access both chip makers through a single investment. This includes ETFs like Strive U.S. Semiconductor ETF SHOC, AXS Esoterica NextG Economy ETF WUGI, Invesco PHLX Semiconductor ETF SOXQ and TrueShares Technology, AI & Deep Learning ETF LRNZ.\nAMD has about 7.23% exposure to SHOC, 6.57% focus on WUGI, 6.31% focus on SOXQ, and 6.11% focus on LRNZ. In contrast, NVDA has about 31% exposure to both SHOC and WUGI, 15.27% focus on SOXQ, and 16.57% focus on LRNZ.\nWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report\nAdvanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report\nNVIDIA Corporation (NVDA) : Free Stock Analysis Report\nTrueShares Technology, AI and Deep Learning ETF (LRNZ): ETF Research Reports\nAXS Esoterica NextG Economy ETF (WUGI): ETF Research Reports\nInvesco PHLX Semiconductor ETF (SOXQ): ETF Research Reports\nStrive U.S. Semiconductor ETF (SHOC): ETF Research Reports\nTo read this article on Zacks.com click here.\nZacks Investment Research","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.28.3","shortVersion":"4.28.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2440411117"}