Latest news with #Ryzen9000
Business Insider
a day ago
- Business
- Business Insider
These Catalysts Could Push AMD Stock Higher
Chipmaker Advanced Micro Devices (AMD) has been gaining attention after reporting record Q2 revenue of around $7.7 billion, a 32% increase from last year. This growth was fueled by strong sales in both its client CPUs and data center processors. The company is also pushing deeper into artificial intelligence, with its new Instinct MI350 series that is designed to compete with rival Nvidia (NVDA). However, despite these positives, AMD still faces some serious challenges. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. For starters, the rising trade tensions between the U.S. and China have led to a costly new agreement in which the company must now pay 15% of its China chip sales revenue to the U.S. government to secure export licenses. This will eat into profit margins and make planning more difficult. At the same time, Nvidia holds a stronger position in AI infrastructure, especially when it comes to large-scale, rack-based systems. Indeed, some analysts are waiting to see if AMD's next-generation MI400 chips, expected in 2026, can truly match Nvidia's capabilities before getting more optimistic. Nevertheless, AMD has other potential catalysts that could push its stock price higher. In fact, its Zen 5 architecture and the complete Ryzen 9000 lineup have strengthened its position in the CPU market, while the new XDNA neural processing unit adds AI acceleration to everyday computing. Separately, in gaming, AMD now holds over 40% of CPU market share among Steam users, thanks to competitive pricing and platform stability. As a result, analysts see this combination of strength in CPUs, GPUs, and AI solutions as a compelling growth story that gives AMD multiple paths to expand in both enterprise and consumer markets. Is AMD a Buy, Sell, or Hold? Overall, analysts have a Moderate Buy consensus rating on AMD stock based on 26 Buys, 12 Holds, and zero Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average AMD price target of $181.36 per share implies 3.5% upside potential.
Yahoo
06-02-2025
- Business
- Yahoo
AMD Ryzen 7 9800X3D accounts for nearly all Zen 5 sales
Recent sales data from German retailer MindFactory highlights a striking trend in AMD's Zen 5 CPU lineup, with the Ryzen 7 9800X3D accounting for nearly 90% of all Ryzen 9000-series sales. The latest figures indicate that consumers overwhelmingly prefer this gaming-optimized processor over other models in the lineup. In January 2025, MindFactory recorded 25,625 total CPU sales, with AMD capturing 92.16% of the market—equivalent to 23,615 units. Intel, by contrast, managed to sell just 2,010 processors, reinforcing AMD's dominance in the consumer market. Among the Zen 5 (Ryzen 9000 series) processors, the Ryzen 7 9800X3D saw the highest demand, selling 8,390 units. This makes up a staggering 87% of all Zen 5 CPU sales. By comparison, the rest of the Ryzen 9000 series saw significantly lower numbers: Ryzen 7 9700X – 640 units Ryzen 5 9600X – 250 units Ryzen 9 9950X – 230 units Ryzen 9 9900X – 180 units The X3D lineup has consistently been AMD's best-selling option for gaming enthusiasts, thanks to its 3D V-Cache technology, which improves performance in CPU-heavy games. Despite selling well above its launch price of $479, the Ryzen 7 9800X3D has become the go-to choice for gamers, while the standard Zen 5 chips have struggled to attract buyers. With the 9000 series' non-X3D models failing to gain traction, AMD may need to reassess its product lineup. The continued success of X3D variants suggests that consumers are willing to pay a premium for gaming performance, making it likely that the company may prioritize future X3D models over traditional CPUs. While MindFactory's data reflects sales trends in Germany, it serves as a strong indicator of global demand. If these trends continue, AMD could shift its focus toward optimizing X3D chips to sustain its market lead in the high-performance CPU space.
