chips (GPU/ASIC/CPU) · 產業指數 24 (排名 #15) ·
價格: 截至 2026-10-29 指數: 截至 2026-10-29 基本面: 最新申報文件 2026-08-05 按季揭露（10-Q XBRL）
Designs Instinct data-center GPUs and EPYC CPUs; the main merchant-silicon challenger to NVIDIA.
產業曝險 0.7 (Instinct GPUs and EPYC server CPUs increasingly AI-driven; also client/gaming)
延遲的日終逐合約彙總資料——不是即時盤口，也不是逐筆資金流。買賣方向是根據每個合約最後一筆成交在買賣價差中的位置推斷出來的，並非觀測到的委託流。除非有報價的合約佔當日權利金的四分之一以上，否則公司層級的方向會被隱去，因此下方個別合約有方向時這裡也可能為空。買權/賣權權利金是在我們擷取的合約範圍內計算的——最近的 6 個到期日、45 天以內，並非完整選擇權鏈——而下表最多列出 20 個被標記的合約，所以把這些列加總不會還原出上面的百分比。
標記原因：earnings in 6 days
| 日期 | 合約 | 異常分數 | 買賣方向（推斷）? | 未平倉變動? | 成交量 | 成交量/未平倉 | 標記 |
|---|---|---|---|---|---|---|---|
| 2026-10-28 | $562.5 PUT | 77 | 價差中段 · 無法判定方向 | +55 | 1,874 | 17.9× | |
| 2026-10-28 | $540 PUT | 75 | 價差中段 · 無法判定方向 | +6 | 769 | 13.7× | |
| 2026-10-28 | $562.5 PUT | 71 | 價差中段 · 無法判定方向 | — | 262 | 262.0× | |
| 2026-10-28 | $557.5 PUT | 66 | 價差中段 · 無法判定方向 | +8 | 154 | 9.6× |
16 smaller flags (under $100000 premium) hidden.
最近交易日：為 13 日基準的 0.5 倍
買權 82% / 賣權 18%（按權利金）
新聞 定下了基調，但群體不願下結論——正向傾斜加上薄弱的一致度，因此結論為中性。
多數投票者傾向一致；結構性 投了反對票。方向一致度 0.72。
分數略偏正，但一致度薄弱——因此引擎給出沒有信心度的中性，而不是過度斷言。這是系統拒絕硬湊一個它並不具備的結論。
AMD's edge is architectural design IP executed on someone else's fabs. The FY2025 10-K describes a full-stack portfolio — EPYC server CPUs, Instinct AI accelerators, Ryzen client parts where 'AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs,' Radeon graphics, Pensando networking and Versal adaptive SoCs — backed by roughly 18,900 patent matters worldwide, and it discloses gigawatt-scale customer commitments (an October 2025 agreement with OpenAI 'to deploy 6 gigawatts of AMD GPUs,' first gigawatt on Instinct MI450). The same filing bounds that moat: Nvidia is 'the discrete GPU market share leader' and 'leverages its market position in data center GPU, financial resources, and proprietary software ecosystem'; Intel 'uses its microprocessor market position to price its products aggressively'; Arm architectures and customers who 'internally develop products to support similar AI workloads' are named as encroaching; and every wafer at 7 nm or below comes from TSMC. Revenue grew 34% in FY2025 with Data Center up 32%, but the filing's own competitive framing places AMD in the challenger seat rather than the entrenched one.
評級: 窄
AMD's FY2025 10-K documents real but bounded advantages: approximately 7,200 U.S. patents and roughly 18,900 patent matters worldwide, an outright claim that 'We are the market share leader in semi-custom game console products,' and gross margin of 50% on revenue up 34% to $34.6 billion. The same filing sets the ceiling: 'Some of our competitors may possess stronger market positions, larger customer bases, more design wins, and greater financial, sales, marketing, and distribution resources than us'; Nvidia is named 'the discrete GPU market share leader'; and AMD relies on TSMC 'for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes.' Advantages that are genuine, contested, and dependent on a shared foundry are narrow, not wide.
類型: 無形資產與智慧財產
The FY2025 10-K locates the durable asset in design IP rather than manufacturing: 'We rely on contracts and intellectual property rights to protect our products and technologies from unauthorized third-party copying and use,' with approximately 7,200 U.S. patents and about 18,900 patent matters worldwide spanning x86 EPYC/Ryzen CPUs, CDNA/RDNA graphics and the Versal/Zynq adaptive-SoC families, and it credits customer wins to 'our broad IP portfolio and leadership in design, integration and advanced packaging.' It is explicitly not cost_scale: AMD is fabless and 'utilize[s] Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of wafers' — the same leading-edge foundry its merchant competitors use, so no manufacturing-scale advantage accrues to it.
領先地位: 快速追隨者
The FY2025 10-K itself places AMD behind the pace-setter in its two most important markets: 'Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader,' and the risk factors state Nvidia 'leverages its market position in data center GPU, financial resources, and proprietary software ecosystem to promote its systems and influences customers who do business with us.' AMD is nonetheless executing 'an annual cadence of leadership for AMD Instinct solutions' and has won gigawatt-scale commitments (OpenAI, 6 GW) — following fast and closely, not setting the pace.
定價權: 中等
FY2025 gross margin was 50%, up from 49% in 2024 per the 10-K — healthy and improving — but the same filing attributes average-selling-price pressure to competitors: Intel 'uses its microprocessor market position to price its products aggressively and target our customers and channel partners with special incentives. These aggressive activities have reduced and may reduce our unit sales and average selling prices for many of our products'. Pricing power is real but contested.
依所引來源做出的人工整理護城河判斷。 來源：sec.gov
層級: chips (GPU/ASIC/CPU)
A fabless merchant-silicon designer sitting one layer above the foundries: the FY2025 10-K states AMD relies on TSMC 'for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes' and primarily on GLOBALFOUNDRIES above 7 nm, with packaging and test performed by Asia-Pacific ATMP partners — so its cost, supply and cadence are inherited from partners it does not control.
由這家公司已對應的供應鏈關係及其所屬產業層級推導而來。
護城河先驗在長週期（約 6 個月）投出 +0.06 票，權重為 0.20——該週期上的群體判斷是 bullish（分數 0.57，信念度 66）。
編輯先驗——主觀、未經回測。它有界（±0.6）、低信賴度，且從不對短週期與中週期投票。 檢視它究竟如何投票 →
產品與服務，附編輯判定的市佔區間與技術門檻區間——這些是與所引依據綁定的定性判斷，絕非杜撰的數字。
| 產品 | 市場佔有率 | 技術門檻 |
|---|---|---|
| AMD EPYC server CPUs · Data center CPUs x86 server processors for cloud, enterprise and high-performance computing. | 前三 The FY2025 10-K names the whole server-CPU competitive set as Intel plus, in its words, 'A variety of smaller fabless silicon companies offer proprietary accelerator solutions and Arm-based CPUs targeting data center use cases' — AMD is one of only two x86 server-CPU suppliers named — and credits FY2025 Data Center growth partly to 'strong demand for our 5th generation AMD EPYC processors'. A top-tier supplier; the filing states no share figure and none is assumed here. | 中等 The x86 software base and multi-year platform qualification are real barriers, but the 10-K flags erosion on both flanks: 'Some competitors are pursuing alternative computing architectures, such as Arm, which could grow the Arm ecosystem and increase competition in consumer, commercial and data center,' and 'some of our customers are internally developing their own data center microprocessor products'. |
| AMD Helios rack-scale AI systems · Rack-scale AI infrastructure Integrated racks pairing Instinct GPUs, EPYC CPUs, Pensando networking and ROCm software. | 未知 AMD's 22 July 2026 announcement covers a partnership to deploy 'up to 2 gigawatts of AMD Instinct MI450 Series GPUs in AMD Helios rack-scale solutions, with deployment of the first gigawatt beginning in the first half of 2027' — a large forward commitment, but the release supplies no basis for any share ranking in rack-scale AI systems, so share is left unknown rather than guessed. | 中等 The release describes Helios as a full-stack system — 'AMD Instinct MI455X GPUs, part of the AMD Instinct MI450 Series, together with AMD EPYC "Venice" CPUs, AMD Pensando networking and ROCm software' — an integration few merchant vendors can assemble. It also shows the advantage is prospective rather than installed: first-gigawatt deployment begins 'in the first half of 2027,' and the partners are launching a collaboration to 'accelerate ROCm software development,' so the software layer is still being built out. |
| AMD Instinct data-center GPUs (MI350 / MI450 series) · AI accelerators CDNA-architecture GPUs for AI training, inference and exascale scientific computing. | 挑戰者 The FY2025 10-K says that in the Data Center segment AMD 'compete[s] primarily against Intel Corporation (Intel) and Nvidia Corporation' and its risk factors describe Nvidia's 'market position in data center GPU' and 'proprietary software ecosystem' — a credible challenger, not the leader. Data Center revenue of $16.6 billion grew 32% in FY2025, 'primarily driven by strong demand for our 5th generation AMD EPYC processors and AMD Instinct MI350 Series GPUs.' | 中等 Barriers are real — leading-edge TSMC capacity, the ROCm software stack and 'an annual cadence of leadership for AMD Instinct solutions' — but the 10-K names them as contested: competitors' 'proprietary software ecosystem'; 'A variety of smaller fabless silicon companies offer proprietary accelerator solutions and Arm-based CPUs targeting data center use cases'; and 'some of our customers are internally developing their own data center microprocessor products and accelerator products which could impact the available market for our products'. |
| AMD Ryzen client CPUs and APUs (incl. Ryzen AI) · Client PC CPUs x86 desktop and notebook processors, including NPU-equipped Ryzen AI parts for AI PCs. | 挑戰者 'Our primary competitor in the supply of CPUs and APUs is Intel', per the FY2025 10-K, which adds that Intel 'uses its microprocessor market position to price its products aggressively' — the filing frames AMD as the challenger in client PCs. Client and Gaming revenue of $14.6 billion rose 51% in FY2025, 'primarily driven by strong demand for our AMD Ryzen processors, semi-custom game consoles SoCs and Radeon gaming GPUs.' | 中等 The 10-K claims a genuine first — 'AMD was the first company to integrate a dedicated neural processing unit (NPU) on the same SoC as an x86 CPU for AI PCs' — alongside long-lived Socket AM5 and AM4 platforms that carry an installed base. The same filing warns that 'A variety of companies provide or have developed Arm-based microprocessors and platforms which could lead to further adoption of Arm-based PC solutions'. |
| FPGAs and adaptive SoCs (Versal / Zynq / UltraScale+) · Programmable logic and embedded Reconfigurable logic and heterogeneous adaptive SoCs for aerospace, industrial, automotive and communications. | 前三 The FY2025 10-K names a short field — 'our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation' — and states that its Versal devices 'achieve dramatic system-level performance improvements over today's fastest FPGA competitors' solutions' (AMD's own characterization). A top-tier supplier in a three-to-four-name field; the filing gives no share figure and none is inferred. Embedded revenue was $3.5 billion, down 3% in FY2025. | 中等 Design-tool lock-in is real — customers program these parts with AMD's own Vivado and Vitis suites, and the 10-K describes adaptive SoCs as 'Enabled by both hardware and software design tools and an extensive operating system, middleware, software stack and IP ecosystem' — but the same section cites 'continued competition from the ASIC market, which has been ongoing since the inception of FPGAs', plus ASSP vendors including Broadcom, Marvell, Qualcomm and NVIDIA. |
| Radeon discrete GPUs (RX and PRO) · Discrete graphics RDNA-architecture graphics cards for gaming, creation and workstation use. | 挑戰者 The FY2025 10-K is explicit: 'Our principal competitor in the supply of discrete graphics is Nvidia, who is the discrete GPU market share leader, and Intel, who manufactures and sells integrated graphics processors and gaming-focused discrete GPUs.' AMD is the challenger in this line. | 中等 GPU design plus the Adrenalin software stack and FSR technologies keep the credible field small, but the 10-K flags substitution from below: 'higher unit shipments of our APUs and Intel's integrated graphics may drive computer manufacturers to reduce the number of systems they build paired with discrete graphics components, particularly for notebooks.' |
| Semi-custom game-console SoCs · Semi-custom silicon Customer-specific CPU+GPU SoCs co-engineered for game consoles and handhelds. | 領先 Stated outright in the FY2025 10-K: 'We are the market share leader in semi-custom game console products, where graphics performance is critical.' Its SoCs 'power the Sony PlayStation 5, the Microsoft Xbox Series S and X game consoles, as well as the recently revealed Valve Steam Machine PC.' | 深 The 10-K describes these as 'tailored, high-performance, customer-specific solutions' that are 'deeply co-engineered with our customers' — a console generation locks the design in for years, so a rival cannot displace the incumbent mid-cycle. |
這些圖表繪製的是 AMD 在其 SEC 申報文件中已申報的損益表、現金流量表與資產負債表（截至 2026-08-05）。每一個數字都是申報原值 XBRL——沒有任何一項是預估。
在已申報的區間內，FY2025 淨利為 $4.3B。
分析師一致預期——來自 Yahoo Finance 的第三方預估，截至 2026-10-26。這不是 SEC 申報文件，也不是 TradingPilot 的預測。 來源：finance.yahoo.com
| 期間 | 每股盈餘（預估） | 營收（預估） | 年增率 |
|---|---|---|---|
| Q/E Sep 2026 | USD 1.93 (USD 1.72–USD 2.10) · 40 | USD 13.1B (USD 12.7B–USD 14.0B) · 38 | +41% |
| FY 2026 | USD 7.59 (USD 7.00–USD 8.20) · 49 | USD 51.0B (USD 48.3B–USD 52.7B) · 48 | +47% |
每個數字顯示一致預期平均值、可得時的（最低–最高）區間，以及 · 後面給出該預估背後的分析師人數。
下次財報約在 2026-11-03。
我們的模型在中週期上對這檔股票偏向 Bullish——這是對市場方向的判斷，不是對獲利的預測。檢視「訊號」分頁。
部分近期數字取自 Yahoo Finance，用來補上最新 SEC 申報尚未發布的期間——已換算為美元，並與 SEC 申報期間核對過。
正在與同業比較…
| 機構 | 股數 | 金額 | 季增減股數 | 佔 13F 比例 | 佔流通股比例 |
|---|---|---|---|---|---|
| BlackRock 被動 / 指數 | 150,301,510 | $87.3B | 4,727,226 | 1.3% | 9.21% |
| State Street 被動 / 指數 | 74,361,687 | $43.2B | -409,533 | 1.3% | 4.56% |
| FMR (Fidelity) 被動 / 指數 | 25,558,552 | $14.8B | 10,269,781 | 0.6% | 1.57% |
| ARK Investment Management (Cathie Wood) 大師 | 1,416,443 | $822.8M | -1,296,411 | 5.3% | 0.09% |
| Renaissance Technologies 大師 | 829,697 | $463.8M | 612,753 | 0.6% | 0.05% |
| Tiger Global Management (Chase Coleman) 大師 | 674,727 | $392.0M | 674,727 | 1.6% | 0.04% |
| Bridgewater Associates (Ray Dalio (founder)) 大師 | 538,632 | $312.9M | -754,135 | 1.3% | 0.03% |
| Appaloosa Management (David Tepper) 大師 | 197,500 | $114.7M | -23,900 | 1.5% | 0.01% |
| Coatue Management (Philippe Laffont) 大師 | 95,987 | $55.8M | 95,987 | 0.1% | 0.01% |
TradingPilot 計算的欄位（佔 13F 比例、佔流通股比例）由申報原值推導而來；只有名稱、股數與金額是申報原值。
| 部位 | 股數 | 金額 | 申報均價 | 佔投組比例 | 異動 |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | 3,309,470 | $565.5M | $170.86 | 43.1% | 新建部位 |
| SANMINA CORP (SANM) | 1,151,052 | $291.3M | $253.08 | 22.2% | 維持 |
| NUTANIX INC | 4,136,789 | $210.8M | $50.96 | 16.1% | 新建部位 |
| CEREBRAS SYSTEMS INC | 794,467 | $175.6M | $221.00 | 13.4% | 新建部位 |
| ABSCI CORPORATION | 5,714,285 | $66.2M | $11.59 | 5.0% | 新建部位 |
| XANADU QUANTUM TECHNOLO LTD | 200,000 | $2.4M | $11.85 | 0.2% | 維持 |
| MARVELL TECHNOLOGY INC (MRVL) | 0 | $0 | — | — | 已出清 |
顯示全部 6 個申報的 13(f) 部位；其中 1 個可連結到 TradingPilot 的公司庫。申報均價為金額 ÷ 股數（季末口徑）——這是一個平均值，不是買進或賣出價。
| 被投公司 | 內容 | 日期 | 狀態 |
|---|---|---|---|
| xAI | Strategic investor in xAI's $6B Series C at a ~$45B valuation (AMD's individual amount undisclosed) | 2024-12-23 | active |
| Scale AI | AMD Ventures joined Scale's $1B Series F at a $13.8B valuation as a new investor (individual amount undisclosed) | 2024-05-21 | active |
GlobeNewswire · 2026-10-27 · 合作
AMD said initial Helios rackscale systems are installed and being tested at Meta ahead of broader deployment. EPYC processors support Meta’s Muse agent, and the companies continue work across GPUs, networking and ROCm. AMD also announced planned equity-offering participation.
Scaleway · 2026-10-13 · 合作
Scaleway announced the deployment of a new AI supercomputer in Sweden featuring AMD Instinct MI355X GPUs and AMD ROCm software, its first supercomputer deployment outside France.
ACCESS Newswire · 2026-10-13 · 合作
Fermi said it signed a credit support agreement with AMD supporting a lease for phase one of its Project Matador energy and AI buildout in Carson County, Texas, with 222 megawatts of gross power capacity, calling it a key milestone toward securing project financing. The companies also signed an agreement outlining a partnership and framework for future expansion of up to 650 MW of gross power capacity; the release says AMD's obligations under the agreement are subject to conditions.
NVIDIA Blog · 2026-10-12 · 合作
At the OCP Global Summit, NVIDIA contributed key Vera Rubin rack and compute tray designs to OCP through its open MGX architecture. Meta is adopting NVIDIA Spectrum-6 102.4Tb/s Ethernet switches to build larger Vera Rubin AI factories, and NVIDIA joined AMD, Google and Meta to publish the Open Data Center Specification v0.7, a blueprint for AI factory facility design.
AMD · 2026-10-12 · 產品
AMD introduced the AMD Helion agentic AI rack, an open blueprint based on an Open Compute Project spec design, with configurations including a CPU-only rack of 6th Gen EPYC processors supporting up to 32,768 CPU cores and an all-in-one rack combining EPYC CPU nodes with Instinct MI350P GPU nodes. AMD plans to contribute the specification to OCP, and Helion configurations are planned to be available in November 2026.
The White House · 2026-10-08 · 合作
The White House announced $2.4B in super intelligence for science tools and compute credits for the Genesis Mission Consortium from eleven industry partners. Commitments include NVIDIA ($1B), AMD ($500M), OpenAI ($200M), $150M each from Anthropic and Google, and $50M each from AWS, Crusoe and Micron, among others.
Astera Labs · 2026-10-08 · 產品
Astera Labs announced its Aries 7 PCIe 7 signal conditioning portfolio spanning smart retimers, redrivers, cable modules, optical drivers and optical TIAs, extending reach from centimeters of PCB trace to 50+ meters over optical cables spanning multiple racks. The products are expected to begin sampling in Q4 2026 to select hyperscale, OEM and NPO customers. AMD and Intel, which have each validated Aries Smart Retimers in production from PCIe 4 through 6, are collaborating with Astera Labs on the transition to PCIe 7.
ITPro · 2026-10-07 · 產品
HPE launched four ProLiant Gen13 servers powered by sixth-generation AMD EPYC Server CPUs, aimed at agentic AI and inference, analytics, virtualization, simulation and modeling. The DL585a Gen13 supports up to eight double-wide PCIe GPUs and two sixth-generation AMD EPYC processors, and the 1U single-socket DL525 Gen13 offers up to 256 cores. The DL525 will be available later in 2026, the DL585a in early 2027 and the XD245 and XD285 later that year.
Arista Networks · 2026-10-07 · 產品
Arista Networks announced an open Ethernet rack-scale portfolio for scale-up and scale-out AI infrastructure, engineered in partnership with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm. Its Etherlink SU-144 architecture supports up to 144 accelerators in a single-hop network and scales to 1,024 XPUs through cross-rack topologies.
InvestorsHub (ADVFN) · 2026-10-07 · 合作
AMD CEO Lisa Su said in Seoul that AMD continues to explore potential partnerships with Samsung Electronics across memory supply and semiconductor manufacturing. She said Samsung and SK Hynix are key to AMD's data centre ambitions.
Focus Taiwan (CNA) · 2026-10-06 · 產品
Speaking to reporters in Taipei, AMD CEO Lisa Su said AMD increased supply through 2026 and will substantially increase it in 2027, adding that it could use more. She said AMD is expanding its Taiwan supply-chain investment as demand grows.
HPE · 2026-09-30 · 合作
HPE announced a $1.2 billion order from Vultr for AMD Helios AI Rack by HPE systems at U.S. cloud data centers. The systems combine AMD compute with HPE networking and liquid cooling for AI training and inference.
AMD · 2026-09-28 · 合作
AMD announced an agreement to acquire World Labs to strengthen its AI model research and guide future hardware and software development. The transaction remains subject to regulatory approval; Fei-Fei Li is expected to join AMD as executive vice president and chief scientist after closing.
Proactive Investors · 2026-09-17 · 產品
Nebius told customers it will raise prices across its on-demand GPU cloud services from October 1, with Nvidia H100 instances up about 17% and B300 rates up about 21%. This is the company's second round of price increases in a few months.
Euronews · 2026-09-10 · 產品
AMD unveiled a desktop-class AI workstation it bills as a personal supercomputer, marketed as the Halo Station, aimed at running large models locally.
Tom's Hardware · 2026-08-16 · 合作
Google is reportedly working with AMD on a TPU project in the v10 generation, according to a SemiAnalysis note citing market chatter. Analysts suggest Google may want AMD's CPU IP and advanced packaging for TPUs with on-package CPU cores aimed at reinforcement-learning workloads; it would be AMD's first major involvement in a custom AI ASIC project. Unconfirmed by either company.
CNBC · 2026-08-12 · 財報
In its second earnings report since its May IPO, Cerebras reported Q2 total revenue of $180 million (core revenue $210 million) and a net loss of $450.5 million, most of it tied to $386.6 million of stock-compensation costs, versus a $309.5 million profit a year earlier. The company raised full-year core revenue guidance to $880-$890 million (from $855-$865 million), guided current-quarter core revenue to $214-$216 million with core gross margin expanding to 38-40%, and cited $25.4 billion in remaining performance obligations; AI cloud revenue was $126 million in the June quarter. The stock still tumbled about 14% in extended trading.
GlobeNewswire · 2026-08-06 · 合作
AMD announced the acquisition of Taalas, a Toronto-based specialist in AI inference silicon founded in 2023, saying it will integrate the technology into its accelerator roadmap alongside AMD Instinct GPUs. Financial terms were not disclosed; the deal is subject to customary closing conditions and regulatory approvals.
GlobeNewswire · 2026-08-04 · 財報
AMD published its second quarter 2026 financial results. Figures are in the cited release; none are reproduced here.
Core Scientific · 2026-07-28 · 合作
Core Scientific and AMD announced an infrastructure partnership under which the agreement expands capacity for the AMD ecosystem with "more than 500 megawatts of U.S. infrastructure beginning in 2027, with the opportunity to scale up to 2.5 gigawatts." Core Scientific provides AI-ready data centers and high-density infrastructure at scale; AMD gains access to power, land and data center infrastructure to deploy AMD AI solutions. The release also states AMD "will also receive market-priced warrants to purchase Core Scientific's common stock." No contract dollar value or term is stated in the release.
圖譜變更：因這篇文章，新增了一條 供應商 關係：Core Scientific → AMD。
2026-10-28 Yahoo Finance: AMD · Dear AMD Stock Fans, Mark Your Calendar for November 3
2026-10-28 Yahoo Finance: AMD · Is AMD Stock a Buy, Sell, or Hold Right Now? Here's What I'm Doing.
2026-10-28 Yahoo Finance: AMD · Should You Buy AMD Stock Before Nov. 3?
2026-10-27 Yahoo Finance: AMD · Advanced Micro Devices (AMD) Ties AI Deals To $95 Billion Infrastructure Push
2026-10-26 CNBC Top News · As AI becomes more fractured, one names stands out: AMD
2026-10-26 Yahoo Finance: MRVL · What Changed In AMD's Story?
2026-10-25 Yahoo Finance: CBRS · Prediction: 2 Stocks That Will Be Worth More Than AMD 5 Years From Now
2026-10-22 PR Newswire Health · Generative Bionics va construire la plus grande usine de données d'IA physique d'Europe et faire progresser la souveraineté européenne dans le domaine des robots humanoïdes grâce à l'infrastructure d'IA d'AMD
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics baut Europas größte physische KI-Datenfabrik auf und fördert die europäische Souveränität über humanoide Roboter mit AMD-KI-Infrastruktur.
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure
2026-10-21 PR Newswire Aerospace/Defense · Generative Bionics to build Europe's largest Physical AI Data Factory and advance European humanoid sovereignty with AMD AI infrastructure
2026-10-21 Business Wire AI · Vultr and AMD Expand Global Collaboration with New AI Infrastructure in India
2026-10-19 GlobeNewswire Biotechnology · EyePoint Announces Topline Results from LUCIA, the Second Pivotal Phase 3 Clinical Trial of DURAVYU™ in Wet AMD
2026-10-16 Yahoo Finance: META · AMD’s Price Action Around $600 is Telling Investors Something Specific
2026-10-16 Yahoo Finance: META · Why AMD’s CUDA-Challenging AI Playbook Makes It the Ultimate Asymmetric Buy.
2026-10-15 Yahoo Finance: AMD · Advanced Micro Devices (AMD) Expands AI Infrastructure Cooling, Is The Stock Fully Priced?
2026-10-15 Yahoo Finance: ARM · Advanced Micro Devices vs. Arm: Which Tech Stock Is a Better Buy in 2026?
2026-10-15 Yahoo Finance: AMD · What Does Advanced Micro Devices (AMD) Helion Mean For Its AI Ambitions?
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影響 = 公司顯著度層級（高/中由圖譜中心度與規模自動判定；低僅用於人工整理的次要事件），並非對波動幅度的預測。
| 日期 | 類型 | 事件 | 影響 |
|---|---|---|---|
| 2026-11-04 | 財報 | AMD earnings (estimated) — Date not yet announced — estimated from EDGAR filing cadence (last periodic filing + 91/365 days); confirm via IR. 預估 | 高 |
| 日期 | 事件 | 影響 | 結果 |
|---|---|---|---|
| 2026-08-05 | AMD earnings (estimated) 預估 | 高 | 每股盈餘優於預期 · -7.0% |
| 2026-08-04 | AMD earnings 已確認 | 高 | 每股盈餘優於預期 · -7.0% |
| 2026-05-05 | AMD earnings 已確認 | 高 | 每股盈餘優於預期 · +18.6% |
