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AMD 市值突破 1 万亿美元,先于 Intel 达成里程碑
AMD 市值突破 1 万亿美元,成为又一家加入万亿美元俱乐部的芯片公司,并先于 Intel 达到这一里程碑。文章以 Nvidia 约 5.48 万亿美元的市值为参照,指出 AI 热潮持续推高芯片厂商估值。
AI推荐理由 AMD 市值突破 1 万亿美元,先于 Intel 达到该里程碑,文章同时给出 Nvidia 约 5.48 万亿美元市值作为对比。属于芯片行业的重要市场事件,反映 AI 算力需求对半导体估值的推动,但内容偏简短,缺乏深入分析。
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In a nutshell: AMD has become only the fourth US chipmaker to reach a $1 trillion valuation, following in the footsteps of Broadcom, Micron, and Nvidia. AMD's stock entered 2026 at a price of $223.47 and would dip below the $200 mark a few times before climbing in April. As of writing, shares are trading at $607.24 – a healthy return for anyone that bought in early this year.
Nvidia eclipsed the $1 trillion valuation mark in May 2023, and has not looked back since. The company has continued to tack on value driven largely by the AI boom. Currently, the chipmaker has an incredible market cap of roughly $5.48 trillion, making it the most valuable company in the world by a sizable margin.
Apple, for comparison, is worth around $4.94 trillion. Google ranks third with a market cap of $4.29 trillion. Microsoft, another major player in the tech space, is worth $3.69 trillion as of today.
Credit: App Economy Insights
AMD is not the only chipmaker to start the week strong. Shares in Intel are trading up more than 12% on the day, and Qualcomm's stock is up nearly 8.3%. Broadcom is having a slower day, up just 1.22% as of this writing.
Intel, often considered AMD's primary rival due to their long history in the CPU industry, is also having a stellar 2026. Share values are up 208% year to date, but the company's market cap sits at just $643.5 billion – far behind AMD's.
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Last month, AMD CEO Lisa Su said the company expects to double data center sales in 2027. That was welcome news considering the stock's dip in July and August.
Like others, AMD is benefiting from the ongoing AI boom. At some point, however, the demand for AI hardware will cool. Fortunately for AMD, the company has other divisions to lean on when the time comes. For others that are putting all of their eggs in the AI basket, the outcome could be far more catastrophic.
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