Rosenblatt: AMD’s MI300/325 Yields Are “Trending Better Than Was Expected” As NVIDIA Blackwell Yields Are A “Bit Weaker After The Metallization Fix”

Wall Street has remained quite skeptical that AMD's MI300 series AI accelerators can go toe-to-toe with NVIDIA's offerings, with the persistent decline in the company's console-related sales continuing to further…

Continue Reading Rosenblatt: AMD’s MI300/325 Yields Are “Trending Better Than Was Expected” As NVIDIA Blackwell Yields Are A “Bit Weaker After The Metallization Fix”