➀ AMD anticipates a $1.5 billion revenue loss in China due to US sales restrictions, impacting MI308 chips;

➁ CEO Lisa Su expresses optimism about AI infrastructure demand and expects strong growth in the second half of the year;

➂ AMD's first-quarter sales rose 36% to $7.4 billion, exceeding estimates, with gains in data center and PC-related sales;

➃ Data center revenue is expected to decline in the current period due to a $700 million reduction in MI308 chip sales;

➄ AMD shares declined after disclosing China sales impact but recovered after CEO's comments;

➅ AMD continues to gain market share in data center processors and PC chips, although it lags behind Nvidia in AI accelerators.

➀ ST forecasted a 28% year-on-year decrease in Q1 revenues, with expectations of pausing production at some fabs and assembly plants.

➁ The CEO, Jean-Marc Chery, referred to Q1 as the low point of 2025, with no full-year forecast provided.

➂ The company cited weak automotive and industrial demand as reasons for the downturn.