Monthly Market Insights - November 2025 - Flipbook - Page 10
Company Specific Updates
AMD
• AMD and OpenAI announced a multi-year agreement to deploy 6 GW of AMD’s Instinct MI450 series GPUs
for AI infrastructure, including OpenAI’s option to acquire up to 10 % of AMD stock.
• AMD unveiled its “Helios” rack-scale AI hardware platform - built on the Open Rack Wide specification,
with EPYC CPUs, Instinct GPUs and Pensando networking - aimed at next-gen AI data-centre workloads.
• AMD and Oracle Corporation expanded their AI partnership with Oracle planning to deploy 50,000 MI450
GPUs in 2026 under a larger multi-generation collaboration.
Infineon
• Infineon signed long-term Power Purchase Agreements to source renewable energy from wind farms in
Brandenburg (Germany) and solar plants in Spain, advancing its sustainability strategy.
• The company launched an industry-first radiation-hardened buck controller with integrated gate
drive (RIC70847) targeting space and extreme-environment power systems, illustrating its push in highreliability semiconductors.
• Infineon reported the acquisition of 99,500 shares in its ongoing share buy-back programme during the
week of 13-17 October, as part of its capital-return strategy.
Intel
• Intel announced its new laptop-chip architecture, Panther Lake, built on the 18A process at its Fab 52
facility, signalling a major push into next-gen AI-enabled PCs.
• The company revealed a forthcoming data-centre GPU, codenamed Crescent Island, optimised for
inference workloads with 160 GB of onboard memory, aiming to regain ground in AI infrastructure.
• Intel scheduled its Q3 2025 financial results for 23 October, while reinforcing its commitment to U.S.
manufacturing and national-security alignment with major domestic R&D and fab investments.
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