AMD Shares Rally 155% YTD; Stifel Sees 16% More Upside
AMD•AMD shares have surged 155% year to date and Stifel raises its price target by 16% to reflect continued AI-driven chip demand. AMD’s first-quarter data-center revenue surpassed Intel’s, while the global silicon interposer market is projected to grow from $4.0 billion in 2025 to $14.04 billion by 2035 at a 13.38% CAGR.
1. Stock Performance and Analyst Outlook
AMD shares have surged 155% YTD and Stifel raised its price target by 16%, citing robust AI-driven demand for its Ryzen and EPYC processors.
2. Data-Center Revenue Overtakes Intel
In Q1, AMD’s data-center division posted revenue surpassing Intel’s equivalent segment, marking a milestone in server market share gains and profitability.
3. Supply Chain Bottleneck Risk
Ongoing constraints in advanced packaging components could hinder production throughput for AMD’s chiplet architectures if interposer supply fails to scale with demand.
4. Silicon Interposer Market Growth Opportunity
The silicon interposer market is forecast to expand from $4.0 billion in 2025 to $14.04 billion by 2035 at a 13.38% CAGR, offering AMD a growing addressable market for its chiplet solutions.
