AMD and Intel Stocks Rise Amid Chipmaking Capacity Tightness
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 17 2026
0mins
Source: Yahoo Finance
- Stock Price Surge: AMD rose approximately 3% in premarket trading, while Intel gained about 4%, reflecting investor optimism regarding tight chip manufacturing capacity, indicating a recovery in market confidence in the semiconductor sector.
- Samsung Collaboration Potential: Samsung Electronics is in talks with companies including AMD, Alphabet, BYD, and Tesla about future chip production, which could provide AMD with more production capacity to meet increasing demand, particularly in AI-related products.
- TSMC Capacity Constraints: The report highlights that much of Taiwan Semiconductor Manufacturing Company's leading-edge capacity is already booked, reminding investors that only a few companies can produce the most advanced chips at scale, thereby enhancing Intel's strategic importance in expanding its foundry business.
- Intensifying Market Competition: Despite the stock price increases, AMD still needs to demonstrate its ability to gain market share in AI chips, while Intel must prove that its manufacturing turnaround can attract real external customers, leaving uncertainty about the future for both companies.
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Analyst Views on AMD
Wall Street analysts forecast AMD stock price to fall
33 Analyst Rating
25 Buy
8 Hold
0 Sell
Strong Buy
Current: 519.850
Low
210.00
Averages
289.13
High
377.00
Current: 519.850
Low
210.00
Averages
289.13
High
377.00
About AMD
Advanced Micro Devices, Inc. is a global semiconductor company. The Company is focused on high-performance computing and artificial intelligence (AI). Its segments include Data Center, Client and Gaming, and Embedded. Data Center segment includes AI accelerators, microprocessors (CPUs) for servers, graphics processing units (GPUs), accelerated processing units (APUs), data processing units (DPUs), Field Programmable Gate Arrays (FPGAs), and Adaptive system-on-Chip (SoC) products for data centers. Client and Gaming segment includes CPUs, APUs, chipsets for desktops and notebooks, discrete GPUs, and semi-custom SoC products and development services. Embedded segment includes embedded CPUs, APUs, FPGAs, system on modules (SOMs), and Adaptive SoC products. It markets and sells its products under the AMD trademark. Its products include AMD EPYC, AMD Ryzen, AMD Ryzen PRO, Virtex UltraScale+, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Optimistic Market Outlook: AMD anticipates its server CPU market will grow at a 35% CAGR over the next few years, reaching $120 billion, providing a robust market backdrop for Marvell's ASIC chip demand, even though it may not reach a trillion-dollar valuation by 2030.
- Strong Financial Performance: Marvell continues to post strong financial results and expects revenue growth to accelerate each quarter of its ongoing fiscal year, demonstrating its leadership in the ASIC market and attracting investors looking to capitalize on the AI wave.
See More
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See More
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- Market Share Growth: AMD anticipates that the server CPU market will grow at a compound annual growth rate of 35% over the next few years, reaching $120 billion by 2030, which is nearly double the 18% growth rate predicted last year, demonstrating its strong competitive edge.
- Rising ASIC Demand: While Marvell may not reach a trillion-dollar valuation in the near term, its leadership in custom chip design and strong financial performance suggest continued growth potential in the AI space, attracting investor interest.
See More
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- Market Turmoil: The semiconductor sector faced a brutal sell-off triggered by Broadcom's lower-than-expected AI chip forecast in early June, resulting in over $1 trillion in market value lost in a single session, highlighting investor concerns about the industry's future.
- Nvidia's Impressive Earnings: Nvidia's fiscal Q1 2027 revenue surged 85% year-over-year to $81.6 billion, with data center revenue climbing 92% to $75.2 billion, indicating robust growth potential in the AI sector, and guidance for Q2 revenue of approximately $91 billion further solidifies its market leadership.
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