Intel and AMD in the AI Chip Market
Advanced Micro Devices (NASDAQ: AMD) and Intel (NASDAQ: INTC) have gained prominence in the semiconductor industry amid increasing demand for AI chips. Intel’s stock has surged over 258% since the beginning of 2026, capitalizing on support from the U.S. government and a new partnership with Apple. In contrast, AMD reported a 38% revenue increase year-over-year and a 95% rise in net income in Q1 2026, with its data center segment alone growing 57% to nearly $6 billion in revenue.
Despite the bullish trends, Intel’s valuation remains high, with P/E ratios of 161 and 904 for forward and trailing metrics, respectively. AMD’s pricing is more favorable, but investors consider the implications of government support in favoring Intel. Analysts suggest that while AMD may be the more attractive buy currently, Intel’s potential upside cannot be discounted if government backing continues.
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