经过数周的暗示与猜测，消息几乎尘埃落定：据分析师丹・尼斯特德特（通过联合新闻网报道） 透露，AMD 已告知供应链合作伙伴，受内存价格上涨影响，将于 2026 年新年起上调显卡价 格，涨幅至少 10%。据悉，这是 AMD 近几个月来第二次调价 —— 首次为内部消化成本，仅压 缩了自身利润率；而此次将直接转嫁至合作伙伴，最终由消费者买单。 如果您希望可以时常见面，欢迎标星收藏哦~ 全球市值最高的10家芯片公司 AMD 并非唯一计划涨价的厂商：英伟达因内存短缺，已推迟 RTX 50 Super 系列显卡发布；鉴 于数据中心业务利润丰厚，英伟达向游戏玩家销售显卡时，不太可能牺牲利润空间，涨价概率极 高。 参参考考链链接接 h tt ps://www.t oms h a r dwa r e . c om/ p c - c ompone nts/ gpus/ amd-t o-r a is e - gr a phi c s- c a r d - p ri c e s- b y - a t-l e a st- 1 0 - p e r c e nt-i n- 2 0 2 6 - p ri c e -s u rg e - a t ...

Core Thesis - Advanced Micro Devices, Inc. (AMD) is positioned as a strong investment opportunity due to its potential market share gains and the challenges faced by competitor Nvidia, with a target price range of $168–$187 over the next 12–18 months [2][5]. Financial Performance - AMD reported a 32% year-over-year revenue growth in Q2 2025, reaching $7.7 billion, driven by a 73% increase in gaming revenue to $1.1 billion and a 14% rise in data center revenue to $3.2 billion [3]. - Wall Street forecasts suggest a 15–20% compound annual growth rate (CAGR) for earnings per share (EPS) through 2027, despite near-term margin pressures from export controls [3]. Competitive Landscape - Nvidia's structural GPU reliability issues, such as problems with RTX 4090 connectors, create a competitive opportunity for AMD, which is seen as a stable alternative [4]. - AMD's RX 9070 XT shows strong performance and improved power efficiency, while its open-source ROCm platform enhances its data center positioning [4]. Market Opportunities - AMD could capture $3.6–$6 billion in incremental revenue from potential market share gains in the $120 billion discrete GPU segment, although Nvidia's ecosystem dominance poses challenges [5]. - The company's diversified revenue streams and competitive GPU offerings support the potential for multiple expansions, despite macroeconomic risks such as Federal Reserve rate hikes [5]. Historical Context - AMD's stock price has appreciated approximately 39% since May 2025, reflecting strong revenue growth driven by data center and Ryzen processor sales, as well as AI demand [6].