ROYAL BANK OF CANADA

$AMD(AMD.US) Amd struggles to catch up NVDIA as the market share in GPUs for AI training and inferences is still low. But the recent MI300 accelerator and Ryzen processor could bring strong growth potential to the company to compete with other players.@Bridge Buzz SG

TSM's bullish outlook is great for AMD's MI and Ryzen AI chip production, removes a supply overhang.