Name: Semiconductor Demand Unabated: ON, AMD
Uploaded: 2024-10-28T14:13:09.858-05:00
Duration: 10 min 3 s
Description: The Onsemi (ON) earnings report “allayed my deepest fears” of demand drying up, says Kim Forrest. She looks ahead to the AMD (AMD) earnings report later in the week, highlighting its Xilinx acquisition and its leadership. She thinks AMD can catch up to Nvidia (NVDA) by cornering the high-end A.I. market.

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The Onsemi (ON) earnings report “allayed my deepest fears” of demand drying up, says Kim Forrest. She looks ahead to the AMD (AMD) earnings report later in the week, highlighting its Xilinx acquisition and its leadership. She thinks AMD can catch up to Nvidia (NVDA) by cornering the high-end A.I. market.

Semiconductor Demand Unabated: ON, AMD

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