TLDR
- AMD introduced new Ryzen AI processors for PCs and workstations at Computex 2025
- AMD’s market share increased to 24.4% in Q1, while Intel’s fell to 75.6%
- AMD stock has increased over 40% in the past month and a half
- AMD completed a $3 billion deal to sell ZT Systems’ manufacturing to Sanmina
- AMD recently announced a $10 billion partnership with Saudi Arabian HUMAIN
AMD unveiled its latest processors for AI-powered personal computers and workstations at the Computex trade show in Taiwan on Wednesday. The company is working to take advantage of rival Intel’s struggles by increasing its market share in the personal computer space.
The announcement included a strengthened partnership with Taiwan-based PC maker Asus. The computer manufacturer introduced its Asus Expert P Series Copilot+ PCs, which will run on AMD Ryzen processors.
The high-end machines in this lineup will use AMD Ryzen AI Pro 300 series processors. These new computers are designed to bring AI acceleration to business users.
According to AMD, these systems offer more than 50 TOPS (trillions of operations per second) of neural processing unit performance. This allows for faster and more efficient AI productivity tasks.
The systems are designed to support the next generation of Microsoft Copilot+ artificial intelligence experiences. This positions AMD well in the growing market for AI-enhanced computing.
$AMD announced today its latest Zen 5-based Ryzen Threadripper 9000 Series of CPUs
This flagship Threadripper chip is designed for professionals who are working on visual effects, simulations, and AI model development – The Verge pic.twitter.com/6UyLu2G4yF
— Evan (@StockMKTNewz) May 21, 2025
Market Share Gains
AMD has been steadily gaining ground against its larger rival. In the first quarter of 2025, AMD captured 24.4% of the market for x86 PC central processor units. This represents growth from 20.8% in the same period last year.
Intel’s share dropped from 79.2% to 75.6% during the same timeframe, according to Mercury Research. These numbers show AMD’s strategy of targeting Intel while it faces operational challenges is working.
At the same trade show, AMD also showcased its Radeon RX 9060 XT graphics cards for next-generation gaming. The company touted its latest Ryzen Threadripper processors and Radeon graphics cards for high-end workstations as well.
These product announcements come as AMD’s stock has surged by over 40% in the past month and a half. This rally follows almost a year of falling prices, giving investors reason for optimism.
AMD recently completed a strategic move by selling the manufacturing portion of ZT Systems to Sanmina for $3 billion. The company will retain ZT’s engineering team, which analysts view as a positive step.
Several Wall Street analysts have reiterated Buy ratings on AMD stock following this decision. They believe it positions the company to better compete with Nvidia in the growing AI market.
This manufacturing divestiture follows AMD’s announcement last week of a $10 billion partnership with Saudi Arabian HUMAIN. These moves suggest AMD is repositioning itself for the AI-driven future of computing.
Investor Joseph Parrish notes that AMD has been experiencing healthy growth, especially in its data center segment. Free cash flow grew to $727 million in Q1, a major year-over-year increase.
However, Parrish points out that AMD has been spending heavily on open-market buybacks. He believes the stock is “fairly valued at current prices, offering no margin of safety for new investors given the growth assumptions required.”
AMD stock closed at $113.51 on Tuesday, down 1.1% for the day. Intel stock fell 0.5% to $21.27 on the same day.
Both companies have struggled with performance over the past year. AMD has an IBD Relative Strength Rating of just 23 out of 99, according to IBD Stock Checkup. Intel’s rating is slightly better at 24.
Despite some investor caution, Wall Street remains generally positive on AMD’s prospects. The stock currently has 22 Buy ratings and 9 Hold ratings, earning it a Moderate Buy consensus rating.
The 12-month average price target sits at $126.55, suggesting potential gains in the low double digits over the coming year.
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