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Artificial Intelligence Semiconductor Market Update
Nvidia and Broadcom are leading the artificial intelligence (AI) semiconductor market, achieving significant stock price increases of 39% and 48%, respectively, this year. In contrast, shares of Advanced Micro Devices (AMD) have soared by 99%, reflecting its rising dominance in the AI chip market. AMD’s growth has accelerated notably since early October 2025.
AMD’s enterprise adoption of its server CPUs has surged, increasing its Fortune 100 CPU customer base by over 60% in 2025. The company anticipates capturing a 40% revenue share of the server CPU market by the end of the year, with plans to exceed 50% in the long term. AMD projects a $60 billion addressable market for its data center CPUs by 2030, expected to yield $30 billion in revenue.
Overall, AMD expects a 35% compound annual growth rate (CAGR) in revenue over the next three to five years, with a target of exceeding $20 per share in earnings during this period. This indicates a potential stock price increase to $680 if the company achieves a 34 times earnings multiple by then.
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