智通财经网·2025-11-06 15:28Core Viewpoint - AMD's stock dropped over 5% to $241.55 following Intel's announcement of a partnership with NVIDIA to develop custom x86 chips for data centers and client markets, which AMD perceives as an increase in market competition and pricing pressure [1] Group 1: AMD's Response - Initially, AMD expressed confidence in its product lineup and commitment to delivering disruptive technology [1] - Recently, AMD adjusted its stance, acknowledging that the collaboration between NVIDIA and Intel could negatively impact its business [1] Group 2: Strategic Risks - AMD has categorized the Intel-NVIDIA partnership as a typical example of "economic and strategic risk" in its filings to regulators [1] - The company explicitly stated that strategic alliances, mergers, and business collaborations among competitors could "intensify competition and adversely affect our business" [1]