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AMD Rises 3% as CFO Lifts AI Chip Market Forecast Toward $3 Trillion; Intel Ticks Up - AOL.com
AOL.com · AOL 新闻09/09 22:45AI infrastructure · AI 算力基础设施高热
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AMD Rises 3% as CFO Lifts AI Chip Market Forecast Toward $3 Trillion; Intel Ticks Up AOL.com
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AMD
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AMD jumped 4% while Intel barely moved after CFO Jean Hu raised the AI chip market ceiling to $3 trillion by 2030. Hu named TSMC as AMD's permanent primary wafer supplier, dismissing Intel Foundry speculation and leaving Intel absorbing a $2.1 billion foundry operating loss. AMD's fiscal 2027 EPS estimates climbed from $12.96 to $15.45 with 33 upward analyst revisions, yet the stock still trades at 129x trailing ea
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