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Company NameCORE16 Inc.
CEODavid Cho
Business Registration Number762-81-03235
Address83, Uisadang-daero, Yeongdeungpo-gu, Seoul, 07325, Republic of KOREA

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셀포터즈 박소연 프로필 사진셀포터즈 박소연
In the Age of AI, Why Has AMD Failed to Rebound? (Apr 9, 2025)
created At: 4/10/2025
Neutral
Neutral
This analysis was written from a neutral perspective. We advise you to always make careful and well-informed investment decisions.
AMD
Advanced Micro Devices
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Fact
In 2025, AMD stock has declined over 20%, driven largely by disappointing Q4 2024 earnings. Data center growth slowed, and demand for consumer products weakened. Nvidia continues to dominate in AI semiconductors; Intel is focusing on foundries and next-gen CPUs. AMD is entering the AI chip market with its MI300 series, with meaningful revenue expected from mid-2025.
Opinion
AMD’s technology leadership is intact, but markets are no longer pricing in potential—they want performance. While its AI strategy is directionally sound, it has yet to gain the traction needed to earn back investor trust.
Core Sell Point
AMD’s critical challenge is turning innovation into earnings. If the MI300 lineup successfully drives revenue growth, the current stock decline may ultimately prove to be a long-term entry point. 2025 is the year AMD must show—not tell. That said, for conservative investors prioritizing short-term returns, trimming exposure may be prudent. But for those confident in AMD’s long-term potential and technology edge, now could be a chance to hold—or buy at a discount.

The semiconductor industry in 2025 is at a turning point—AI presents a massive opportunity, but also sharpens the risks tied to technological disparity, demand imbalances, and geopolitical volatility. While Nvidia maintains its dominance and Intel accelerates strategic changes, AMD once again finds itself caught between market skepticism and latent expectations.

Its technological prowess is unquestioned, but in today’s market, potential is no longer enough. AMD must deliver measurable results.

The Fall Behind the Numbers

AMD (Advanced Micro Devices) has long stood as a key player between Intel and Nvidia, bolstered by its innovation in high-performance CPUs and GPUs under the leadership of CEO Lisa Su. The company enjoyed significant gains in both product leadership and investor sentiment.

But since late 2024, its stock has told a different story. In 2025 alone, AMD shares are down over 20%, diverging sharply from Nvidia’s strong upward trajectory. The decline reflects several compounding factors: relative underperformance in AI semiconductors, a slowdown in server demand, and weaker consumer product sales.

The immediate catalyst was AMD’s Q4 2024 earnings, which, despite year-over-year revenue growth, fell short of market expectations—particularly in the data center segment, where slower-than-anticipated growth led to broad disappointment.

Entering AI—But Not Yet Delivering

AMD has staked its future AI ambitions on the MI300 series, targeting cloud service providers and AI workloads with high-performance GPUs. The company has signaled an expansion in partnerships and product deployments.

However, these developments have yet to translate into meaningful revenue. AMD has stated that MI300-related sales will begin contributing in earnest from mid-2025, but for now, investors remain on hold.

Meanwhile, Intel is reasserting itself with next-gen CPU launches and a revitalized foundry business, and Nvidia’s dominance in AI chips remains unshaken. In such a competitive environment, AMD’s performance suggests that technical merit alone is no longer enough to drive a stock recovery.

Conclusion: It Comes Down to Execution

AMD is at another crossroads. Its AI roadmap via the MI300, potential recovery in the server and PC markets, and growing partnerships all present legitimate upside. But markets now demand execution over narrative.

In the past, AMD has navigated similar inflection points by proving both its innovation and operational discipline. This time, however, the company must move faster—and with greater clarity.

The mission for 2025 is simple: turn technology into results. If AMD succeeds, the current downturn may well prove to be a long-term buying opportunity. That’s why its next steps matter more than ever.

[Compliance Note]

  • All posts by Sellsmart are for informational purposes only. Final investment decisions should be made with careful judgment and at the investor’s own risk.

  • The content of this post may be inaccurate, and any profits or losses resulting from trades are solely the responsibility of the investor.

  • Core16 may hold positions in the stocks mentioned in this post and may buy or sell them at any time.

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