Core Insights - The article discusses the investment positions held by analysts in companies such as TSM, NVDA, AMD, and INTC, indicating a bullish sentiment towards these stocks [1]. Group 1 - Analysts have a beneficial long position in TSM, NVDA, AMD, and INTC, either through stock ownership, options, or other derivatives [1]. - The article expresses personal opinions of the author, emphasizing that no compensation is received for the views presented [1]. - There is no business relationship with any company mentioned in the article, reinforcing the independence of the analysis [1].

Taiwan Semiconductor Manufacturing Company crushed Q4 earnings, reporting record profits that blew past Wall Street's expectations. ...

Key Points AMD stock rose 77.3% in 2025, nearly doubling the S&P 500's return and outpacing Nvidia in the last three months. OpenAI signed a multi-year deal to buy 6 gigawatts of AMD Instinct AI accelerators, representing a $120 billion revenue opportunity over the next 5 years. The deal signals that AMD can compete with Nvidia for high-end AI workloads. 10 stocks we like better than Advanced Micro Devices › Shares of AMD (NASDAQ: AMD) rose 77.3% in 2025, according to data from S&P Global Market ...

Shay Boloor, the Chief Market Strategist at Futurum Equities, has highlighted three key factors that could determine the success of Advanced Micro Devices Inc. (NASDAQ:AMD) in 2026.In a post on X on Tuesday, Boloor began by emphasizing the importance of AMD’s CPUs, which he described as the company’s “cash engine.” He said that these data center CPUs will be a key growth driver for AMD, benefiting from tight supply, strong hyperscaler demand, possible price hikes, and over 50% server CPU growth, providing o ...

服务器CPU制造商面临的一大机遇在于，超大规模数据中心已进入"升级周期"。这意味着他们正在 寻求替换老旧的CPU架构，并转向更新的产品，例如AMD的第五代EPYC"Turin"处理器和英特尔 的Xeon Granite Rapids处理器。更具体地说，预计仅今年一年，服务器CPU的出货量就将增长高 达25%，这表明AMD/英特尔等公司通过服务器CPU产品拓展数据中心业务具有巨大的潜力。 我们知道，仅今年一年，AMD 就凭借 EPYC 系列处理器的强劲表现，成功占据了服务器市场的 主导地位。然而，根据 KeyBanc 的预测，服务器 CPU 的收入前景对所有市场参与者来说都非常 乐观。更重要的是，AMD 和 Intel 都计划在下一代服务器 CPU 产品线上采取"积极进取"的策 略，尤其是 AMD 计划在 2026 年下半年推出其 EPYC Venice 2nm 处理器，这款处理器被认为具 有颠覆性。 据报道，AMD 和英特尔正在考虑将服务器 CPU 的价格提高至多 15%，因为两家公司今年剩余时 间的现有库存均已售罄。 人工智能热潮如今已席卷服务器CPU市场。据KeyBanc（通过Jukan）估计，AMD和英 ...

2026.01. 15 本文字数：1126，阅读时长大约2分钟 作者 | 第一财经 钱童心 1月15日，英伟达、苹果等人工智能芯片的主要供应商台积电（2330.TW）公布第四季度财报，显 示利润飙升35%，达到约160亿美元，创历史新高，远超市场预期，并连续第七个季度实现两位数 增长。 涨约9%。 与此同时，台积电也在加大对美国芯片制造的投资。去年3月，台积电宣布计划在美国投资1000亿 美元，此前该公司已承诺在亚利桑那州投资650亿美元建设三家工厂，其中一家已投入运营。 就在台积电财报发布前，美国总统特朗普周三宣布，根据白宫发布的一项新的国家安全令，将对包括 英伟达H200以及AMD的MI325X在内的部分人工智能芯片征收25%的关税。此举旨在激励芯片制造 商在美国生产更多芯片。 根据白宫公告，美国目前仅能完全生产其所需芯片的约10%，严重依赖海外供应链。公告还称，这 种依赖构成"重大的经济和国家安全风险"。 英伟达、AMD和英特尔等美国公司设计的芯片大多数芯片都是在海外生产的，并且其中很多是由台 积电生产的。台积电尚未对此置评。 另据一份白宫发布的情况说明书，特朗普近期可能还会对半导体及其衍生产品的进口征 ...

每经AI快讯，1月15日，受台积电财报带动，美股半导体板块盘前走强。英伟达股价上涨0.9%，超微半 导体上涨1.1%，博通上涨1.2%。 ...

OpenAI has inked a deal with artificial intelligence (AI) chipmaker Cerebras Systems to procure 750 megawatts of computing power through 2028. The partnership builds on an earlier collaboration to support the smooth deployment of its gpt-oss open-weight models on Cerebras hardware, alongside chips from Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD).Although financial details of the deal were not disclosed, it could be worth over $10 billion, according to CNBC. The deal would also broaden ...

格隆汇1月15日｜受台积电财报带动，美股半导体板块盘前走强。英伟达股价上涨0.9%，超微半导体上 涨1.1%，博通上涨1.2%。 ...

These companies are serving increasingly valuable roles in the need for AI infrastructure.Top technology companies that are meeting the demand for chips and other artificial intelligence compute requirements have delivered excellent returns to investors over the past few years.Leading data center operators are estimated to spend more than $500 billion on capital expenditures in 2026, according to Goldman Sachs. However, over the long term, this spending could increase substantially. Research from McKinsey s ...