$AMDUSDT.P (4/6) The rapid growth of the company does not mean the absence of risk. 🚫✋🏻 Some of the most important AMD risks: ⚠️ Fierce competition with NVIDIA: In the AI market, NVIDIA remains a very strong competitor. In addition to hardware power, it must also compete in software and developers' ecosystem. ⚠️ Dependence on the supply chain: It leaves an important part of its production to third companies. Therefore, production, capacity, equipment or supply chain problems can affect the supply of products. ⚠️ export restrictions: US regulations on high-end chip exports, especially in relation to China, could limit AMD's accessible market. It has already been affected by export restrictions related to some data center products. ⚠️ Cyclicality of the chip industry: Semiconductor industry can have strong boom and bust periods. If demand slows or supply becomes excessive, chip prices and companies' profit margins may come under pressure. ⚠️ dependence on big customers: The loss or reduction of an order from a major customer can significantly affect a company's revenue. ⚠️ The risk of implementing the roadmap: It is banking on new generations of Instinct, EPYC and the Helios platform for future growth. If the production, supply or performance of these products does not go according to plan, it can affect the company's growth. #amd #risk #ethan
