# AMD

- 분류: 기술·AI · 별칭: amd, advanced micro devices
- 페이지: https://aisignal.kr/file/amd
- 기록: 24건 (2026-08-06 ~ 2026-09-20) · 매일 갱신 · 출처는 각 기록 아래
- 출처: AIsignal 아카이브 (공개 언론 보도를 출처와 함께 요약·정리하는 아카이브, 언론사 아님)

## 지금까지의 요약

AMD는 기록적인 매출을 달성한 가운데 구글과 새로운 TPU 개발 협력을 진행 중이다. 최근 리눅스용 RDNA 4m 펌웨어가 공개되며 차세대 Medusa APU 출시를 앞두고 있다. 하드웨어 시장에서는 Ryzen 7 H255를 탑재한 미니 PC 'ACEMAGIC Retro X3'가 출시되었다. 한편 NVIDIA의 주가 변동 및 머스크의 서약이 AMD 주가 하락의 원인이 되었으며, Coatue Management 등 투자자들의 포지션 변화가 나타나고 있다. Snapdragon X2 Elite Extreme 칩이 성능 테스트에서 Apple과 AMD를 앞섰다는 결과가 보고되었다.

## 날짜별 기록 (최신부터)

### 2026-09-20

AMD EPYC 칩의 에이전틱 AI 워크플로우 전 단계 처리 능력이 공개되었다. AMD는 256코어 칩을 목표로 하는 EPYC 'Venice' CPU의 첫 공식 벤치마크를 공개하며 Nvidia를 겨냥했다. AMD는 AI 수요와 기록적인 매출로 연초 대비 155% 상승했다. 캐시 우드는 Palantir와 AMD를 매도한 뒤 아처 에비에이션에 335만 달러를 투입했다. 다우 존스 선물 시장에서 AMD는 매수 신호를 보였다.

출처:
1. M6 Pro Chip Result on Geekbench is Likely Fake - MacRumors — https://news.google.com/rss/articles/CBMifkFVX3lxTE1mN0dDN2dEWk1CNFFwUmNzVkxSS3YwYVF2dUxBSERlR0p6T3E2bndqYTZhUFF1VGVmVHBPLUU3UnJqd3dJV3BfbllPMEx0QUhtRGNYamhjSUw5cC1paUl2VTN4SS1rX1RlLVRvZ2FmNTE0cFJwUTQycTZkcVUtZw?oc=5 (2026-09-19)
2. Cathie Wood Sold Palantir and AMD, Then Poured $3.35 Million Into Archer Aviation. Is ARK Betting Big on Flying Taxis? — https://finance.yahoo.com/markets/stocks/articles/cathie-wood-sold-palantir-amd-202500594.html (2026-09-19)
3. Dow Jones Futures: After S&P 500, Nasdaq Rebound, What's Next? Moderna, AMD, SpaceX Flash Buy Signals. — https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-sp500-nasdaq-moderna-amd-spacex-buy-signals/?src=A00220&yptr=yahoo (2026-09-18)
4. AMD Up 155% YTD on Record Revenue, AI Demand — https://finance.yahoo.com/markets/stocks/articles/amd-155-ytd-record-revenue-095032401.html (2026-09-18)
5. AMD EPYC Chips Now Handle Every Step Of Agentic AI Workflows - Quantum Zeitgeist — https://news.google.com/rss/articles/CBMia0FVX3lxTE5MSm5USmNJcXFjTFYwVVdNdXhoTjlwMlFJaTFGVzYxd3Q4eUtzdVE2ZHFBak15NUxKd1Q2TENqV1NzUHgxOU5jNzZoQ0VScUNTOUlrWk9hVjBqTkVSTnlFTU9jMVl4ODlTUHVR?oc=5 (2026-09-19)
6. Dow Jones Futures: Nasdaq, S&P 500 Hold; Robinhood, Sandisk, AMD, Moderna Surge Into Buy Areas — https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-robinhood-sandisk-amd-moderna-surge-buy-areas/?src=A00220&yptr=yahoo (2026-09-19)

### 2026-09-19

AMD 주가 상승이 기록되었다. 짐 크레이머는 AMD에 대해 매수 의견을 제시했다. Investor's Business Daily는 SpaceX와 AMD가 매수 신호를 보냈다고 전했다. Huawei는 Nvidia, Intel, AMD에 도전하며 11종의 AI 관련 칩을 공개했다. vLLM의 추측적 디코딩(Speculative Decoding)이 AMD GPU에서 구현되었다. AI 둔화 우려가 칩 제조사들에 영향을 주며 AMD 주가는 고점 대비 12% 하락한 상태다. AMD가 AI 칩 경쟁에서 격차를 좁힐 수 있다는 예측이 존재한다. AMD는 현재 언급되지 않는 AI 칩 전환 흐름에서 뒤처져 있다.

출처:
1. Why AMD Stock Jumped Today — https://finance.yahoo.com/markets/stocks/articles/why-amd-stock-jumped-today-233549219.html (2026-09-17)
2. Jim Cramer on Advanced Micro Devices (AMD): “Buy It” — https://finance.yahoo.com/markets/stocks/articles/jim-cramer-advanced-micro-devices-110433644.html (2026-09-17)
3. AMD Stock Is 12% Off Its High as AI Slowdown Fears Hit Chipmakers. Here’s Why It Matters — https://finance.yahoo.com/markets/stocks/articles/amd-stock-12-off-high-000029901.html (2026-09-17)
4. Market Rebounds, But What Comes Next? SpaceX, AMD Flash Buy Signals - Investor's Business Daily — https://news.google.com/rss/articles/CBMivAFBVV95cUxOSDJ4cFROUlQ1d3M0TU5mSUlINDFfRjNnc0FidVpOcEY3N1dFd0hWZDB0OFZBVXdINXlqaEdiRzU4U0hVN0ZHbVFTNjJYYVdqeXZmd251UGJmd3RiSlU1VHZzOFFZdEdHUklBVVpGeGNNZS1RV1Q1LXpleGtTWWNUVFRlY00zVXVIaXFnNW9zUnFIZGhoYTJyOWNHQWVUcHY1RnkwalpHSVk3aFc3UlJnaFJ3aDRQYTlpRGs5eg?oc=5 (2026-09-18)
5. Prediction: AMD Could Be Closing the Gap in the AI Chip Race — https://finance.yahoo.com/technology/ai/articles/prediction-amd-could-closing-gap-170043096.html (2026-09-15)
6. Huawei debuts 11 AI-related chips in challenge to Nvidia, Intel, AMD — https://asia.nikkei.com/business/tech/semiconductors/huawei-debuts-11-ai-related-chips-in-challenge-to-nvidia-intel-amd
7. AMD Is Behind The AI Chip Shift Nobody Is Talking About — https://finance.yahoo.com/technology/ai/articles/amd-behind-ai-chip-shift-144057045.html (2026-09-07)
8. Speculative Decoding in vLLM on AMD GPUs — https://vllm.ai/blog/2026-08-23-speculative-decoding-amd-gpus (2026-09-07)

### 2026-09-18

AMD가 GPU, 메인보드, 칩셋의 가격을 10% 인상할 가능성이 있다. CPU 또한 가격 인상이 뒤따를 수 있다. 유출된 정보에 따르면 AMD 그래픽 카드는 올해 말 다시 한번 가격이 인상될 예정이며, 메인보드 역시 영향을 받을 수 있다.

미국 증시 마감 결과 AMD 주가는 6% 이상 상승했다. 반도체 및 스토리지 칩 분야의 폭발적인 상승세와 함께 테크 자이언츠 7개 기업이 일제히 상승했다. AMD는 반도체 주식의 상승을 이끌었다. 뱅크 오브 아메리카는 투자자들이 AMD 주식을 잘못 파악하고 있다고 밝혔다. 한편, AMD는 반도체 산업 내에서 엔비디아와 서로 다른 전략적 경로를 걷고 있다.

출처:
1. AMD could hit GPUs and motherboards with a 10% price hike soon, and Ryzen CPUs may follow - Digital Trends — https://news.google.com/rss/articles/CBMixwFBVV95cUxNR25UVEVNN3E3SHdwMENxY1p6YmVxS1JfM1NWMWtXMnNpdDBkaGNSZ1h1RXNaZzFyRENPaG04SnRGeEFNZDR3emU2NXBEeVZCTXBhaGlxMGRCd25uUjROVW9GX3RUd2RaZ25uYXJCdXVpV19BeUNld3MyRTRoaGlLLWZLNk50eEFMMzdsS0RUZkVieU1sVW56anhpTWV3bFFZQUhFYmphTWZpNXZzRXB1a2ZsZTI5SXZNcFRYdEItNmNILTh2NFY0?oc=5 (2026-09-17)
2. 美股收盘：科技股深夜猛涨！七巨头集体飘红，英特尔涨超7％，闪迪、AMD涨超6％，美光科技涨超5％ - 东方财富 — https://news.google.com/rss/articles/CBMiZkFVX3lxTE42NXRoNi1ra3JVQnBHRjVMUnVpU29xS0g5ZFZTWTdQdVNQcVpuY3FpYmFVbkFJRmwybGs1SEl6eWpITzluZkxGcFBMakd2MFlZSUIwZkx5Z0xaQlYtazJUSzQ2VEx2QQ?oc=5 (2026-09-17)
3. AMD will soon increase CPU, GPU, and motherboard prices by 10%, according to rumour - Club386 — https://news.google.com/rss/articles/CBMidEFVX3lxTE5BMWFDVVk2bFVubm8wZzJfaHc2N01uNVFFWllnMk04LThHQWFsMnBpNENDR24xRVNTRlRlS1R4bFFlSjd6MEJ4N1pkRUp2Y3ZiU2dEcDZxeHhGVUFCc1ZjWDBGcVhrRGdwOVJrV2tPOTh5TS1C?oc=5 (2026-09-17)
4. AMD Plans 10% Price Hike Across GPUs, Chipsets, and Possibly CPUs - TechPowerUp — https://news.google.com/rss/articles/CBMingFBVV95cUxNTEhTMDJ1eGxyY1dKWFRRQXM5RUo5U3B1X0F4N05aOElMOVlIZVd2S0VReU5pc1pXSkxNQng4QmxsbldMRnZFTFd6NWtyTGRiZEwwQ1JqOXRudlA1V2J3RlFab1czX2tkWVA4U2tFYTRGTGhBeGNaQm43UHZVaEZnY2pYV0ZDcDhlY3NFM3MzSFB3M2JsbUFMU1E2ejR6QdIBowFBVV95cUxNSGgzbmdSUlgtOTE0bDRtNHAtOHhiQWxfVjZUZ0I0bUFrZHg3bTJxYnM5d3ZzSkdWQzhTREdBblJ3eDllOF9TYk9WQ2ZTMWZ3NHlocWZoU3lnV01vZFdXYWxTU0ozdWNUWGJUbmxDQXZ0ZjdNSTgwOHZvTGVFSDFHTjFNcWp0S0JiZDJZRnpXV0N6eVRkcU1VWFJaY0NyVk5USHBZ?oc=5 (2026-09-17)
5. AMD graphics cards to get another price hike later this year, says leak, and motherboards may also be affected - PC Guide — https://news.google.com/rss/articles/CBMi1AFBVV95cUxQa29HZEFOeFZiNUc1akVaWG5LU0U4VXJzOHBndU1VNDlxX0wweHlsTjRiUEkzQ2FDcndiWHhHYTlKS3Brb2lMUVBkaHJiVWNYUkRiSFgzMFFya0ZBQWs4cTNHSmY0bXVsMS0xWkJxdVV5d3o0MFFKOTV4Q3BSSXFHbkVsWXNudzVQX1FnZUVtTGozeFFmTHR2NjJ2ZDFoUUVvdUdfb2VETGFCMXMwZ3puek1XT1VDUDIzMGFlOWI2N2t1UTZLcHBwcDQ3RGlHV3RpMEUyTw?oc=5 (2026-09-17)
6. AMD Leads Chip Stocks Higher Amid Sector Rebound — https://www.investors.com/news/technology/amd-stock-leads-chip-stocks-sox-index-higher-amid-sector-rebound/?src=A00220&yptr=yahoo (2026-09-17)
7. Dow Jones Futures Rise After Hawkish Fed, Warsh Hit Stocks, Trump Fumes; AMD, Bloom Energy Eye Buy Points — https://www.investors.com/market-trend/stock-market-today/dow-jones-futures-sp-500-fed-rate-hike-warsh-amd-bloom-energy-stocks-to-watch/?src=A00220&yptr=yahoo (2026-09-17)
8. Bank of America says investors get AMD stock wrong — https://finance.yahoo.com/markets/stocks/articles/bank-america-says-investors-amd-200700397.html (2026-09-15)
9. Jensen Huang Takes a Left Turn While AMD Veers Right: Diverging Strategic Paths in the Semiconductor Industry - 36 Kr — https://news.google.com/rss/articles/CBMiU0FVX3lxTE9NSnAyLWJwM2U5bjN0N0ZVbWU5Skt6TWc1dWtpRDNPeW5QbkFxc3FCUVh5Q2M4elFMX3BCWko5ci13UEp4aXlwbzdXLXFwcU1FU1hB?oc=5 (2026-09-17)

### 2026-09-17

AMD 주가는 AI 둔화 논쟁 속에 반도체 주가 하락을 주도했다. 반면 중량급 투자자들이 AI 둔화 가능성을 일축하며 AMD 주가가 상승하는 모습도 나타났다. NVIDIA, AMD, Intel의 전망과 관련하여 AI 주식들이 반등을 노리고 있다.

AMD는 한국에 아시아 첫 AI 연구 거점인 'AI 우수 연구센터(AI CoE)'를 설립하기로 했다. 한국산 AI 반도체를 AMD 칩과 연결하여 글로벌 데이터센터 시장을 공략하며, 한국 반도체와 AMD 컴퓨팅의 시너지를 통해 '소버린 AI'를 앞당긴다는 내용이 전해졌다.

제품 및 기술 측면에서 AMD는 차세대 RDNA 5 및 Radeon을 위해 NVIDIA의 DLSS 5와 유사한 뉴럴 렌더링 기술을 준비 중이라는 루머가 있다. 한편, AMD RDNA 5의 대부분이 2027년 출시를 건너뛸 것이라는 주장이 제기되었다. 하드웨어 제품으로는 Ryzen 7과 1TB SSD를 탑재한 Acemagic Retro X3 미니 PC가 판매되고 있다.

출처:
1. NVIDIA, AMD and Intel Forecast: AI Stocks Eye a Rebound — https://finance.yahoo.com/markets/stocks/articles/nvidia-amd-intel-forecast-ai-125717460.html (2026-09-15)
2. Leaker Says AMD Has Its Own DLSS 5-Like Neural Rendering Coming with RDNA 5, Explains How He’d Rather It Worked - Wccftech — https://news.google.com/rss/articles/CBMidkFVX3lxTE9RUjgyU1d3QXNSQlp2ZXdFVWNJcUJDR0xQTlpQMGF0Q0RBeExGaDlJcnpmR01QZTZ3NlRwUUpPMGc0akxTeFlfcWlKS1VSTEZjZW91RDFGdUZFQXhsM1l4cktBVjVIeHBLX01xZk1Od1FxUzJwSmfSAXtBVV95cUxPT2FtREVJYVpkRnZ0dE9RRGhPMS05SVBBLTZ0VW15UjVpUUc5TjZBWi1vaUZzbmwwLThYRzVJZ3p5NTJrN08zN0djVDAxa3JwSmNpOXV6NWk0UTdmY3d5cXBUT185a1hDREtCQ0Z1Ni0yVTVtQnI4aXhmRG8?oc=5 (2026-09-16)
3. Nvidia RTX 60 series to skip 2027 launch, just like most of AMD’s RDNA 5 — https://news.google.com/rss/articles/CBMitwFBVV95cUxPSG95YWEwWEZEbFYxRmNpWm9EN0hiWHpKRGJNOER2bmd0Z1VLMDFvek5mYlpibXdBVXdJeFVmdkZkZHRQUndXaVdWQ0NhTW5uUUZoTHZBcTZuTHB6NEVPNFZjcTN6Si1lTWJyTk5abzQxVzNIdGtYVGREbVVGVXhBcGtUTDJ0RnYxNm42VkdNQlhmTURUMGNNaXlyaHZEa1pXS2t6eDctY1g3QVAyOS1maTh2MHZRYjg?oc=5 (2026-09-16)
4. Accurate Models of AMD Matrix Cores — https://arxiv.org/abs/2609.14845 (2026-09-16)
5. AMD, IBD Stock Of The Day, Gains As Heavyweights Dismiss AI Slowdown — https://www.investors.com/research/ibd-stock-of-the-day/amd-stock-rises-pundits-dismiss-ai-slowdown/?src=A00220&yptr=yahoo (2026-09-16)
6. 한국산 AI반도체, AMD칩과 연결 … 글로벌 데이터센터 시장 공략 — https://www.mk.co.kr/news/it/12154502 (2026-09-16)
7. 韓반도체·AMD컴퓨팅 시너지…'소버린AI' 앞당긴다 — https://www.mk.co.kr/news/it/12154503 (2026-09-16)
8. Ryzen-7-Mini-PC mit 1 TB SSD: Acemagic Retro X3 jetzt so günstig wie nie - PC-WELT — https://news.google.com/rss/articles/CBMimAFBVV95cUxNd3UwQnJjNUVuclQ2d0FsVFpIcFRqY1VYMUdQOFVfeUU0WV9QdUhOaENFVnBmeTRTenloWkU0dVdqT0FfVWhsTUJMMVpwYTBrbmxiOGptdHR2N0FSMUVyX1JFOU9oM1VFZXJ6ckItQ0NIRm9fbGdVd3VJUDlncjJnMTJwTnRXaGk4NEtOTU1mODhYd1FUdnlIVw?oc=5 (2026-09-16)
9. AMD is reportedly prepping its own version of DLSS 5 for next-gen RDNA 5 and Radeon - TweakTown — https://news.google.com/rss/articles/CBMizAFBVV95cUxPWmV3NFZOUklEV2lldUk5NlRVY00wTVY2UGhRYncta2dleWVzNkkzZnFiVlpzdFRhWjlvUFg3aFhhMTlQdDBUZjBTYjBqQVhVaTdaeC1UTFk0T3N6SF9KQ3RaTkxKN1FmM3p2ZnQwbkVQUjVGZUY3TTF5Q014OUt3d09IVmNzeFA3a0tjdjJJMks4ZjJ5ejk3MkIyOVdpelpsSVlQemdycU53STY5QXlDNGMxZFU3NkJTTFcyRXAyQmEtZWZ4R21fQkRUTzA?oc=5 (2026-09-16)
10. AMD Stock Leads Semiconductor Stocks Lower Amid AI Slowdown Debate — https://finance.yahoo.com/technology/ai/articles/amd-stock-leads-semiconductor-stocks-195546281.html (2026-09-14)

### 2026-09-16

Nvidia, Intel, Sandisk와 함께 AMD의 주가가 시장 매도세를 주도하며 하락했다. 파이퍼(Piper)는 AMD가 2030년까지 주당순이익(EPS)을 65% 복합 성장시킬 가능성이 있다고 분석했다. 한 분석가는 Nvidia가 2028년까지 AMD를 이길 것이라는 견해를 밝혔다. 특정 펀드에서는 보유하지 않은 AMD를 가장 큰 상대적 저해 요인으로 꼽았다. 월스트리트의 분석가들은 화요일 Nvidia, Apple, AMD, Etsy, Eli Lilly, Samsara 등에 대한 의견을 제시했다.

출처:
1. 聯發科2奈米旗艦晶片報到！股價勁揚逾3%撐盤 分析師揭續攻關鍵 - Yahoo股市 — https://news.google.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?oc=5 (2026-09-16)
2. ASUS、税込7,480円のB550搭載MicroATXマザー「PRIME B550M-K ARGB-CSM」 - エルミタージュ秋葉原 — https://news.google.com/rss/articles/CBMiYEFVX3lxTE5sa1F2d2h6LU9Mc0dCU2RJSWwyZVZRRTVMb0dWZ3FwZTQ0UGk4M1ZBSUJWX0huUWRvT25aTlMxb2tqWnpaNDZEWG1JVjlwclV1Rmk4R0ZiRENRQVp0VDB3TQ?oc=5 (2026-09-15)
3. Chip stocks down: AMD, Nvidia, Intel, and Sandisk lead market selloff after AI bosses call for a pause — https://finance.yahoo.com/technology/ai/articles/chip-stocks-down-amd-nvidia-112800047.html (2026-09-14)
4. Nvidia Will Still Beat AMD Through 2028. Here's the Data Behind My Conviction. — https://finance.yahoo.com/markets/stocks/articles/nvidia-still-beat-amd-2028-174000040.html (2026-09-15)
5. The Fund’s Largest Relative Detractor: Unowned Advanced Micro Devices (AMD) — https://finance.yahoo.com/markets/stocks/articles/fund-largest-relative-detractor-unowned-152642221.html (2026-09-15)
6. Here are Tuesday's biggest analyst calls: Nvidia, Apple, AMD, Etsy, Eli Lilly, Samsara & more — https://www.cnbc.com/2026/09/15/tuesday-stocks-by-analyst-calls-like-nvidia.html (2026-09-15)
7. AMD (AMD) Could Compound EPS at 65% Through 2030, Piper Says — https://finance.yahoo.com/technology/ai/articles/amd-amd-could-compound-eps-125049495.html (2026-09-15)
8. ASUSから、AMD B550チップセット搭載、充実した接続性を備えたMicroATXマザーボードマザーボード『PRIME B550M-K ARGB-CSM』を発売 - PR TIMES — https://news.google.com/rss/articles/CBMiakFVX3lxTE15V0x6c05xVDU4Rm5ORVpHbUFXTHNRYjd0Vnp3NF9kVHRDSnZualdXR0NsOU9pQ0dHSGVZaERSNFdfRFN3VmN5VmYyNkUxVDdJZ1dXNkF2YzRrb2NTc05ZZmk4dExZQXJ0QWc?oc=5 (2026-09-15)
9. ASUSのMicroATXマザーボード「PRIME B550M-K ARGB-CSM」が登場、B550搭載で接続性と拡張性を強化 — https://news.google.com/rss/articles/CBMiVEFVX3lxTE9TMnlIcEZvSElEQ2FPMHQ4eW1BYnMyMWllSHpMbnNoQTVRTHd1Y2J5bzlqSTJIcXpkTkUzQ0h6WEFmc0g3cVJlS0hoZ1Q5dXo3UFNtZw?oc=5 (2026-09-15)

### 2026-09-15

AI 중단에 관한 논의가 확산되며 Nvidia, Intel과 함께 AMD의 주가가 하락했다. AI 속도 조절 관련 언급이 메모리 분야를 넘어 영향을 미치면서 AMD 주가는 6% 하락했다. AMD를 포함한 AI 관련 주식들이 급락하는 양상을 보였다. 한편, RTX 5060 TI를 탑재한 게이밍 PC에서 Ryzen 7 5700X의 구동 환경을 검증하는 사례가 있다.

출처:
1. Why Micron, Intel, AMD, and Other Chip Stocks Fell Today — https://news.google.com/rss/articles/CBMijwFBVV95cUxORUlwQUZSTENSVF9zZTB3WHAwVXJCWkNwNG8teWd2Tl9obmFPeTNyclE4SS1PYWNpQlFpdjA0VjdfTXNUbllZdEg0ZVRKRUh6ZXJMaXZqYy04UDNUdWN5cWhyaENFZzlGcFJaUDQ2UWtZZDFsY1NnbXRPb2MzWUtoLW1jT2hyR3dRWm5YNFI3SQ?oc=5 (2026-09-15)
2. PCパーツ高騰時代の安価な選択肢、Ryzen 7 5700Xでも快適!? RTX 5060 TI搭載ゲーミングPCでCoDやBF6、MHWs、FF14を検証 (1/4) — https://news.google.com/rss/articles/CBMiVEFVX3lxTFBHakNHTTRlU0gxRGl3YXUwQ2NmdXkxYy1VX3NWdG02MGhrQzdpeG4ySFk4U2JaclI3UmwwSHlhVHlES0l0NUFTM0U1SGFjRGY0RjlMdg?oc=5 (2026-09-15)
3. KI-Aktien wie AMD, Super Micro und Micron stürzen ab: Reißleine ziehen oder Rücksetzer nutzen? — https://news.google.com/rss/articles/CBMiiAJBVV95cUxPVnRTX0NERXlIZGFhaFNvdF9scEd0Y2tuaWJyWTlyMmxiM2tLbC01eWlFaU1lTjBNd3VKd3FhTnlhc2pPNHhVaXBwUkJfRXJ0RTNwRWp1SjNRR05fNk1HenR3QksyWGNUSnBHaGV2SzFVbzhVQlJFXzBjdnNOdEhFSWg1bVlwOUdlUWQ5YUxCbHVXcG11VnhFRW1BOFV4MzlLcVJTX1VCd1hZVjNwUkdGWGpNMHNMX2wtM085YXV2cXlpOTBxY055QTBNNE9SNkxfSDhjQ2JDUjdUbXU5Q2xNYkg3MktWTmFib2lRNzdmVW50TXdsYjBKLWxLZ1hJbE01aWU2TkV5VjQ?oc=5 (2026-09-14)
4. AMD Is Sitting at $515. Here Is What Most U.S. Investors Should Actually Do About It. — https://finance.yahoo.com/markets/stocks/articles/amd-sitting-515-most-u-140030239.html (2026-09-14)
5. Chip Stocks Tumble as AI Pacing Call Reaches Beyond Memory: Intel Drops 7%, AMD Sinks 6%, NVIDIA Pulls Back — https://finance.yahoo.com/markets/stocks/articles/chip-stocks-tumble-ai-pacing-132334555.html (2026-09-14)
6. Advanced Micro Devices vs. ASML: Which Tech Stock Is a Better Buy in 2026? — https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-vs-asml-125001906.html (2026-09-14)

### 2026-09-14

AMD의 Halo Station은 AI 시장 내 입지를 강화할 가능성이 있다. TSMC의 기록적인 월간 실적은 AMD의 AI 램프업을 확인시켜 주나, TSMC의 가격 결정력이 이익의 일부를 가져갈 수 있다. AMD와 Intel의 공유 AI 명령어 세트가 GCC에 도달했다. TSMC는 NVIDIA와 AMD 모두에게 필수적인 존재로 언급된다.

출처:
1. Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited — https://finance.yahoo.com/technology/ai/articles/advanced-micro-devices-inc-amd-235430291.html (2026-09-12)
2. 輝達、AMD都離不開它！外媒喊台積電仍遭低估 華爾街分析師看好股價衝「 這數字」 - Yahoo股市 — https://news.google.com/rss/articles/CBMi2ANBVV95cUxQLVo5NDI5aHZ0aVRhdWpZU0NrdXFmYXNqTXZSSnl0azFiMDRBU0xOcHBsU1lDd1ZsV1VaMlhYTF9fcUJDeHV4QzdXeTNuRXF6MEg3bW94bUJ1Q2p3OERWZEIwWC12UHBrLVNiN1BJY19ieTl5TjREUGt6TnlwS1B1ZUtSczFQUzZiRWxYSXZxVnhISG1RNGNNR25Ebi00amJDc2hKWDc1LWl5eE1KZmxCR1ozc1p0VmdXaTlDemgxNnFxbHVwMWxUSzNUa1JWYkN5MmNVSWUwckVxTmdxLUVfNnZYQzJWVDc3dnQxRGhrSUdpWV9yTHRWazZ3S1pYRUVucExGSS1PZ1ZyUmhUdlEzQV9pSUZVN2RGcFRSTHRWdXgzbW1XdmpqN01NM3ZUeHg3OWROMFpkVUIxRXdKYTRmTU1jaWZING5ZSzR0SVczaHRWeDlyYVcycFpmWnpaVExuY3hSenhoTkh1X1l4dFRIQXVudGk0UXRwbHZkWDNMTmtrYS1MQkRIZmgteWFmdElHQkM1Rl9GNDZQckl2RjB4dmgtQ1BNOFZ1RXBCSjJNMGhWVTN0UEI5azJPeUxldUQtQWlTcWVqSERneHotTzFnZTdGMGZacDVs?oc=5 (2026-09-13)
3. AMD and Intel’s Shared AI Instructions Reach GCC. Can Software Cooperation Strengthen Both Stocks? — https://finance.yahoo.com/technology/ai/articles/amd-intel-shared-ai-instructions-165917161.html (2026-09-13)
4. CUDA for AMD on Windows — https://github.com/Speedstu/CUDA-for-AMD-Windows (2026-09-13)
5. Why AMD Stock Forecast Has Room to Run — https://finance.yahoo.com/markets/stocks/articles/why-amd-stock-forecast-room-140002995.html (2026-09-12)
6. AMD’s CFO, Jean Hu, Just Announced Fantastic News for Investors — https://finance.yahoo.com/markets/stocks/articles/amd-cfo-jean-hu-just-100501094.html (2026-09-12)
7. TSM’s Record Month Confirms AMD’s AI Ramp, but Its Pricing Power Could Take Some of the Upside Back — https://finance.yahoo.com/technology/ai/articles/tsm-record-month-confirms-amd-230905086.html (2026-09-11)

### 2026-09-13

AMD는 '개인용 슈퍼컴퓨터'인 Halo Station을 공개했다. 해당 제품은 AMD의 AI 입지를 강화할 수 있으나, 단기적인 매출 영향은 제한적일 수 있다. AMD는 예산 중심 사용자를 대상으로 새로운 Ryzen 5 AM4 및 AM5 CPU를 출시했다. Ryzen 5 7500의 가격은 189달러이며, AM4 플랫폼용 Ryzen 5 5500F의 가격은 99달러로 책정되었다.

AMD는 기업의 2030년 시장 상한선을 3조 달러로 상향 조정했다. AI 최적화 프로세서가 AMD 주가 성장을 견인하고 있다. 9월 11일 프리마켓에서 AMD를 포함한 Nvidia, Intel, Micron 등 반도체 주가가 상승했다. 한편, 일론 머스크는 SpaceX 실적 발표 전화 회의에서 Nvidia와 AMD 중 한 쪽을 선택했다.

출처:
1. Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited - Yahoo Finance — https://news.google.com/rss/articles/CBMimgFBVV95cUxQb2hXMjk5dUZERGRWX2hzRTZLNzBqeGs0cU43dXh4cjN5RVQyWDdCMFM3TGhEOWZSM3kzdUdGUmRLMTN0ZWhjU1BodW5JdWNpdmFOSlA4TVBXbzJzUDNvRUFtN0pnXzFSWDE2ZmE5VzY0dUozVjc3Y2xXUXFOSU5qaFpzZHZOUElvVFh2MXo4RVVNZlVXQVB0YXhn?oc=5 (2026-09-12)
2. AMD launches new Ryzen 5 AM4 and AM5 CPUs to cater to budget users - Notebookcheck — https://news.google.com/rss/articles/CBMisAFBVV95cUxPczlLbDVDLUlBVS1Dd1hvUGN2RlhrXy15cXJ2bTBaU19ZakloV1h3T1V1MEZPdEJOYThRT3pydjF2UGpKWXI4bTlVZEJGSHBnMnRMNkpyS2JuUUd2bllmV1ZqMVlSRmF1My1WMFdLOS0tbTVkTnY1Y1c2NUlicmVjRE5HYjVOdUhmYjltd3hXSUNPZk45OGZnVE9XODIxNkU3UTFLVU5WVEJqX0pkNjI0Mg?oc=5 (2026-09-11)
3. Nvidia vs. AMD: Elon Musk Picked a Side on the SpaceX Earnings Call — https://finance.yahoo.com/markets/stocks/articles/nvidia-vs-amd-elon-musk-212000632.html (2026-09-12)
4. Engadget Review Recap: Lenovo ThinkPad X1 Carbon, Insta360 Luna Pro And More - Engadget — https://news.google.com/rss/articles/CBMiiAFBVV95cUxQb0Q5eU9rcDQ0Q1B5Ny1ISkUxZEEweHdNcnlla1hvYUpJcnd3aHN5Q09sdzRWTnhWTzc1UU9Gckc0ai1kemtlVFNYeUVDRGdzcHJfOHJWUFk1Vkk5cXozUnBmRmVETS1ZcE1KSjRWOFZrOW1YLVlJLTA2bkdIR1FRVHgyX3c3a3lE?oc=5 (2026-09-12)
5. AMD Quietly Launches Ryzen 5 7500 and Ryzen 5 5500F - TechPowerUp — https://news.google.com/rss/articles/CBMijwFBVV95cUxPaWlnbGFnTlYxdzlFU1RidmVPQ0twUC1BTVVVWUpVbU9KSkxTZWdveXVwMk92UEF6RzgxbGs4dktwc0wyc1N4VFI5eUNZWEE2TXFlSkRvNnhxcTJGdFFSQi1hZ2UzaXNNOFpHbzluUlZfalZ3NXB4YWxYeEhzV0pNN1E5blR0OGZrX3JpcVJ5Y9IBlAFBVV95cUxNd2hWbDhieFdzZUpnU3M4MW5rMU5WaEpwbzJJcU1RWGR0UVVQY0VfRG44UklMbXIxRmxueWw4Vklpd0RLdG1BN3Z0UjFrWENzS0l0RWIwOWtTTV9ZY0FPMHhoSThhLXdlSENvVXRMb1FsOERHVG14YWxqNThEZVBJNi1uUW9icnQ5M2xHSXpsY1hrNG00?oc=5 (2026-09-10)
6. AMD Just Raised the Top of the Company's 2030 Market to $3 Trillion — https://finance.yahoo.com/markets/stocks/articles/amd-just-raised-top-companys-123901236.html (2026-09-12)
7. Why Are Semiconductor Stocks Micron, AMD, Nvidia, and Intel Rising in Pre-Market Today, Sept. 11? - TipRanks — https://news.google.com/rss/articles/CBMisgFBVV95cUxOQnBUaGhOUjNiWnFiZVh2X1NxRF84dG5oOFFXS21CMGdXdWdfamUybm51cTJnUTBRNUU4alVmbEJNV01sbi1Tb1ZoalV6N0lCV3ROY1Vhd2hucW5aOGhkNzRwQzhmWnREWXRncXVCOVVjQkxIRllkeGNUdlJDOHA3N0d1QTRpTmVrZkFkS0pjMXAxSmhod2pBYTRjT2dEUXRnQ092WmpyQTBFSFNrMDNienJB?oc=5 (2026-09-11)
8. AI-Optimized Processors Fuel Advanced Micro Devices (AMD) Stock Growth — https://finance.yahoo.com/markets/stocks/articles/ai-optimized-processors-fuel-advanced-143631312.html (2026-09-08)
9. AMD sets $189 price for Ryzen 5 7500 and $99 for Ryzen 5 5500F — https://news.google.com/rss/articles/CBMikgFBVV95cUxNNnhLV25pLVBGcTJQc0Z3cC1yMWptRUJjX2hFX1V2RXhWaFVxMnp0U2RrZ05LdC10blRObTZLQWxKcVB4QXZHT2ZVcUFkd0I3Tm9hRXFfTkhNbDUtZnBiQkgxR3I5VGFQSi11RmNaXzRiM05ndzZFdjZNQUltYk1CSXdGa3FDcUk4bmVMMWJJN2JGdw?oc=5 (2026-09-12)

### 2026-09-12

2분기 전 세계 상위 10대 팹리스 기업 매출 합계가 전년 동기 대비 73% 급증했다. AMD는 서버용 CPU 수요 폭증으로 퀄컴을 제치고 사상 처음 매출 3위에 올랐다. AMD는 예산 중심 PC 빌더를 위해 Zen 3 및 Zen 4 기반의 신제품 라이젠 5 5500F와 라이젠 5 7500을 출시했다.

AMD는 IFA 2026 기조연설에서 1조 개 이상의 매개변수를 탑재한 AI 모델 구동용 고성능 워크스테이션인 '스레드리퍼 헤일로 스테이션'을 공개했다. 해당 제품은 인스팅트 MI350P AI GPU 가속기와 96코어를 내장한 라이젠 스레드리퍼 프로 9995WX 프로세서로 구성된다. AMD는 에이전트 워크로드로 인한 CPU 수요 증가에 따라 랙 스케일 AI 분야로 확장한다.

출처:
1. 2분기 팹리스 톱10 매출 73% 급증…AMD, 퀄컴 제치고 첫 3위 — https://zdnet.co.kr/view/?no=20260911215419 (2026-09-11)
2. AMD Expands Into Rack-Scale AI as Agentic Workloads Boost CPU Demand — https://finance.yahoo.com/technology/ai/articles/amd-expands-rack-scale-ai-170203981.html (2026-09-11)
3. Intel Climbs 3% on Chip Price Hike Report a Day After Piper Sandler Went Neutral; AMD Rises 2%, Taiwan Semiconductor Drifts — https://finance.yahoo.com/markets/stocks/articles/intel-climbs-3-chip-price-141744701.html (2026-09-11)
4. AMD releases new Ryzen 5 5500F and Ryzen 5 7500 for budget PC builders — new budget Zen 3 and Zen 4 CPUs soften the blow from high RAM prices - Yahoo Tech — https://news.google.com/rss/articles/CBMiiwFBVV95cUxOclQ1SFlLMG9DcTBKa3dDNDBUaXFLOHVMWGxqd1ZkbE9OcWo5R1JJSXdsZW5YVk9QcTgtbFE5aWdkUE1FcTJwMjBGQ0JxUDVZNUpYTWRpc1FiYVdRNkZNNnN6T0lkMlYtNF9rZUdDcFZJeG84ZjRpZ1U3UW5TZ1pVeFNldnhKOVVkY0Uw?oc=5 (2026-09-10)
5. Could Advanced Micro Devices (AMD)’s Partnership With Cisco Systems (CSCO) Unlock a Massive Middle East AI Opportunity? — https://finance.yahoo.com/technology/ai/articles/could-advanced-micro-devices-amd-213247998.html (2026-09-09)
6. The Overlooked Chip Stock Poised to Outperform Nvidia, AMD, and Broadcom in the AI Semiconductor Boom — https://finance.yahoo.com/markets/stocks/articles/overlooked-chip-stock-poised-outperform-204300185.html (2026-09-09)
7. AMD releases Ryzen 5 5500F 10 years after AM4 arrived — https://news.google.com/rss/articles/CBMiiAFBVV95cUxOVEN0anhQVzNjRW5LU0dWOFpKdFhkZzRFbmMtaHRVUll4MWpLZnlBWGJUcTJHdUgza05reFFDLWhReUNENWFPTllkTldyRDAzRTNKbGRfaHJ3SzY5aXBXNGpvM3FWc2tsbU1NbUdzSVBIcU03bExHR0o2eFlHdEpsQ1ZPTUZqZHlf?oc=5 (2026-09-10)
8. Guidance Upside Drives Advanced Micro Devices (AMD) Higher, Hurting Non Owners — https://finance.yahoo.com/markets/stocks/articles/guidance-upside-drives-advanced-micro-153647914.html (2026-09-09)
9. AMD, IBD Stock Of The Day, Runs Past Early Buy Point As Chipmaker Returns To Favor — https://www.investors.com/research/ibd-stock-of-the-day/amd-stock-regains-investor-favor/?src=A00220&yptr=yahoo (2026-09-09)
10. AMD at IFA 2026: A new era of personal and agentic AI - Mashable — https://news.google.com/rss/articles/CBMiakFVX3lxTFBBSGduUGRrNDUyaVhqSGg1M3FKX1ZMRTF2RTVOdUVKRzdjUzAzR0pQWFA1aUhNM3RFNHhqdlR3NEIybU40TXpCRFpSTTdyYWY1RERLUV9nVDdGUmpWd0tHSndPdXFraXFQV0E?oc=5 (2026-09-07)

### 2026-09-06

AMD는 IFA 2026에서 96코어와 듀얼 액체 냉각 MI350P 가속기를 탑재한 AI 워크스테이션 Threadripper Halo Station을 공개했다. 내장 그래픽을 탑재한 새로운 Zen 4 CPU인 Ryzen 5 7500이 출시될 것으로 예상되며, 해당 제품은 6코어와 5.0 GHz 부스트 클럭을 갖춘 것으로 알려졌다. RDNA 5는 3.1~3.4 GHz GPU 클럭을 목표로 한다.

모더들이 AMD Radeon RX 9070 XT에서 Nvidia의 DLSS 5를 구동하는 데 성공했으나 성능이 크게 하락했다. 최신 버전에서는 FPS를 12% 높일 수 있다. 한편, Lenovo ThinkCentre X Ultra 미니 워크스테이션에 AMD Ryzen AI Max+ Pro 495가 탑재되었다. 캐시 우드는 AMD 주식 약 7,280만 달러를 매도하고 Nvidia 주식 약 5,300만 달러를 매수했다.

출처:
1. Acer unveils compact RTX Spark PC with 128GB unified memory — https://news.google.com/rss/articles/CBMikAFBVV95cUxOOEE2TWZCMTJqNmowUnk0aHVULWpCOEhQbTZWOHhHbmtya1d4c1FXSmVaUGc5WHdqd3BGWHBVMVhBc2M3WmY3eUxweUNYdWpJaGhVOHJuNEVxbmhMOWZ5N1dWUW9QNHpnMHcxUFowV1psMkJWRlpBV1lGMHd6cmVBNzBRenJIRVVlN21iQWR3RFE?oc=5 (2026-09-05)
2. The "$60 Gaming PC" – AMD BC-250 (2025) — https://devquasar.com/hardware/the-60-gaming-pc-amd-bc-250/ (2026-09-05)
3. AMD Is Expected To Release Ryzen 5 7500, A New Zen 4 CPU With Integrated Graphics - Wccftech — https://news.google.com/rss/articles/CBMibkFVX3lxTFBpQWtpeWxUX1NIZGd5MG1id1dacEF2WnpQTTlCalJzTG1ScDY4ZThSMFBCa3VLSGplbW5nMHBHQjZFYzJ5RTUzWDRYQ0xRY05ZaFpzT0lERkpCWmI4TmxEYjQ2SHFoajRJRE9iRmRR0gFzQVVfeXFMTWpXSmZFZG8wRVFuUDc1Nmtyd3dvbWRGOTBTMHNkR3JzMGRlNy1xYU1iNEEwMUtCOGVOS2xIcnZiaUR1TjhVWUJQX215X0JmWU9GVjBrdnpSS3hhMEM2R3ViV1FRdXA3Ylc3ekhvLVJyTmhuTQ?oc=5 (2026-09-05)
4. 駭客成功在AMD RX 9070 XT上啟動輝達DLSS 5，但幀率慘跌 - BigGo 財經 — https://news.google.com/rss/articles/CBMiekFVX3lxTFBnQ216T3daNURSYnhIMURYUWF2d0Fyal9lN0VzRENtS0U3dVBVdzI0WFQzOUNTbkpYQVA5ZDBoTVZZMW5jU0ZzVVpVbDZ4RGVjUDZaQV9la0ZxX1A5X0tZbC1TNE42Vi1FRHlTVThOekZ0MTQ3UXJnUXN3?oc=5 (2026-09-05)
5. Midea PortaSplit Nachfolger mit R290 Kältemittel erscheint im Sommer 2027 mit weiteren Verbesserungen - Allround-PC — https://news.google.com/rss/articles/CBMi0AFBVV95cUxQSGIxcHhPSXZkcVVabGZQSFF5eTlOelNCdXNEbFFzOEx3QTlwR2hPd0NqYTJJVjdIbGM0T2o3emtQbzdIVTF4dThTNlNUdVJQRHdQLXFKWl8tMmY3UlRsSHpnTHhRZFFwMjViOEJiMjl2cFBOTE8yWG5lcHUxUUFPaU15czZtUWRJQWhkejVZcW02am9vUlpjYTVMWTZublc2LWczMmN4aFJ5LTQ4Z3luSlh3dWR4d3F4VDNBZmIxYktvY3FJLV9nREFoanhsXzlW?oc=5 (2026-09-05)
6. Cathie Wood Sold About $72.8 Million of AMD and Bought About $53 Million of Nvidia. What Changed? — https://finance.yahoo.com/markets/stocks/articles/cathie-wood-sold-72-8-200905404.html (2026-09-03)
7. Could a $10,000 Investment in AMD Double by the End of 2028? — https://finance.yahoo.com/markets/stocks/articles/could-10-000-investment-amd-185300749.html (2026-09-03)
8. 在AMD Radeon RX 9070 XT上啟用DLSS5效能大幅下降，但最新版本可將幀率提升12% - XFastest News — https://news.google.com/rss/articles/CBMibkFVX3lxTE14X0R5M0JNWlR3V1RVSGMzVDBIbk1mVFota3dZRW9pYlhJTXhERlZSLTBwVjlIOW8wNHBDVmh4ODRrbjI3Q2RuZU1VbmNLcXVMeG91MXdYakU2Z1dyd19jZVR5TVAwQ1VBc2d5a3Vn?oc=5 (2026-09-04)
9. Modders Get DLSS 5 Working on AMD Graphics Cards, Though Performance is Rough - TechPowerUp — https://news.google.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?oc=5 (2026-09-04)
10. AMD Introduces Threadripper Halo Station at IFA 2026 — https://news.google.com/rss/articles/CBMikAFBVV95cUxNUjZSV3lFWmtuc3lzMkxGc19jNDNHQVVheE5USktUcmR6bHdJQ1VPVEVCQU5KR0RaUmppRHZ3X281U0NpcnJIWnh6dmdROGdKRWY3cGxrdzlFTi1fM05ndldSZEVXbjRXdEhodTFzU1VWV25WLVJTa2FyWEsza0FfNC04d3R3bElWZHd2OGpHYWvSAZYBQVVfeXFMTk9USmM1eFUzUHpoa1UxSjNDOFV3SkV3RDQ3akFFM1draVFyYmxQUUpHWTZBdWc3eUt4RlFHd1c0LUZlZ0RfS1F1elc5c3FacFpmcGZDSkd5eEhuVWVMRkJONGdaS21RTkxVTTN5eXhVUHd6RGYxTzcteXg3UF9PaTQ3OHBsU2RuU3N0eV9icFN3czRYQ0xR?oc=5 (2026-09-04)

### 2026-09-05

AMD는 IFA 2026 개막 무대에 올랐으며, 잭 후인 수석부사장은 PC가 사람을 이해하는 시대라고 언급했다. 해당 행사에서는 Ryzen AI MAX 400 출시를 포함한 소비자 기술과 개인용 AI를 PC로 확장하는 내용이 다뤄졌다. AMD는 96코어 CPU와 Instinct MI350P GPU를 탑재한 Threadripper Halo Station을 공개했다. 이 제품은 최대 576GB GPU 메모리와 2TB 시스템 메모리를 갖춘 AI 워크스테이션이다. ASUS는 최신 Ryzen 대응 메인보드 3제품과 5.08인치 액정 탑재 수랭 CPU 쿨러 2제품을 출시한다. 이 중 TUF GAMING B850I WIFI NEO는 TUF GAMING 브랜드 최초의 Mini-ITX 메인보드로 9월 4일 출시된다. 한편 RDNA 5 아키텍처의 Radeon RX 10800 XT는 부스트 클럭이 3.4GHz에 도달할 수 있으며, 이는 RX 9070 XT 대비 14% 상승한 수치다.

출처:
1. [IFA 2026] 가전쇼 개막 무대 오른 AMD… 잭 후인 수석부사장 “PC가 사람 이해하는 시대” — https://biz.chosun.com/it-science/ict/2026/09/04/GYX4GUFOPNDAPDUYIXWUNBA2EA/ (2026-09-04)
2. AMD Threadripper Halo Station packs 96-core CPU and Instinct MI350P GPUs, up to 576GB GPU memory and 2TB system memory — https://news.google.com/rss/articles/CBMi3gFBVV95cUxQenBJekVUS0NjWnBNVEpWN01HWnB2SVczYkx2Sk5qaHZHVjU1aWpCdWROQUEwSGFYUG02Y1YwNEpNMVpsbEVYaXp3LU43X3R0dlM2cENuOEZQVHFDYnBweUhKaGdOTE92STFfX0pVYW5zR3hWN2UyaWlIcjI1anFkOWdMSEpxekdQZVNnc0FjZkM5N1VleWs5V1ZwNG82NU90UzA1WmNZSHdpc2FGSk9ueXlad3AtUVlWeUxERHV4bW1BQmRLT0FGT09FeFczM3BIcTJMZjNyaUVEeTNLLWc?oc=5 (2026-09-04)
3. 【初Mini-ITX】ASUS「TUF GAMING」から初のMini-ITXマザー「TUF GAMING B850I WIFI NEO」が登場——9月4日発売 — https://news.google.com/rss/articles/CBMiV0FVX3lxTE5vdngydGhoakFIOHVPeDVSSGRXUXctaExTczN2R083TTVOVEFDa1dtSTdCSGNpaVktd1JSUkZQLTY0MWJ4ZkRhYnZaT0c2SFN0aFZ3UWNhOA?oc=5 (2026-09-04)
4. Watch The AMD IFA Opening Keynote Live Here – Consumer-Tech, Ryzen AI MAX 400 Launch & More - Wccftech — https://news.google.com/rss/articles/CBMidEFVX3lxTE9ad1hCSDB3N0I2TENIVDNwcTFmOXczb05hQ2RGZl9vUlMySTRRQVlBb0tqN1dZTUFwOG1HTE1EdXF2b0tWd0hyWHpHSEhUb2RMUW84RFFwdUxxaUdjNHlvdjdYRnk0WGt3YmRLbUFHLXpnbXlF0gF6QVVfeXFMTl8tSlB5Q0lDcWhkUXZJamY4ZUtUU0N3US05dkY4X3RKdGJrSjI3cnpqTFVVblNQLUtCYUtmNXN6SXhoN0lGMlg5TngyMFJhWUtTcjJzaTI3ZXBmalJhNzc3eUhrd3NIOFhDMHRnNGdKOXM3LTlWZ3piTXc?oc=5 (2026-09-03)
5. ASUSから、最新AMD Ryzen(TM)対応マザーボード3製品と5.08インチ液晶搭載の簡易水冷CPUクーラー2製品を発売 - 日刊工業新聞 — https://news.google.com/rss/articles/CBMiWEFVX3lxTE5aeDRpNjhjNmZmb2tGZVh4YzNDM1Nld3poNG9WTTFHQ3RvZXVUMTdBYTk3RkRHQUFVTXQ0SVhJU1B2N0Vid1pzTnEwMXpncm9aNzBoOWp1czI?oc=5 (2026-09-04)
6. AMD RDNA 5 GPU Boost Clock May Reach 3.4GHz, up 14% on the RX 9070 XT — https://news.google.com/rss/articles/CBMipwFBVV95cUxOemVyT0pOalFIc1Q1TThnZTVtSUN0c3AzZk8xRTNmYk5KbUFDYmpvck5xZzJtUUFVQ3hfNmFUV2FaU1lCbmdjNGtHTWN0SmkyNG9GMTlHSFhNX3BUdGt1Rl9CdXdlTTByWng3U1Q1T1F4V0o4ejkweHZjcTAwQlZMZEVpMUFTR0kzTkoyLWVITnpDWWhuRjIxVmtZMWQ5cEhCNWFfYzVVMA?oc=5 (2026-09-04)
7. ASUSから、最新AMD Ryzen™対応マザーボード3製品と5.08インチ液晶搭載の簡易水冷CPUクーラー2製品を発売 - PR TIMES — https://news.google.com/rss/articles/CBMiakFVX3lxTE4zUTNtRDRQcEVTRERCNmFSVXFWRWlaaUc2NGxBN21fdzhjX2pTQXdpN2lxbGlDS1JQczgzTTl5VDhETk1PU2ZVQkpOQ2cxNWVNSThZTXBnQkF3d3N6MVZZMFZvTmNkSFFwdVE?oc=5 (2026-09-04)

### 2026-09-04

스탠리 드럭켄밀러가 AMD 포지션을 구축했다. AMD는 '鬼武者 Way of the Sword'와 'The Blood of Dawnwalker'를 지원하는 'AMD Software 26.9.1'을 출시했다. MINISFORUM은 IFA에서 AMD Ryzen AI MAX+ PRO 495를 탑재한 차세대 Edge AI 컴퓨팅 솔루션을 공개했다.

출처:
1. Stanley Druckenmiller Increased Amazon More Than 10-Fold and Opened an AMD Position. What’s the Common Bet? — https://finance.yahoo.com/markets/stocks/articles/stanley-druckenmiller-increased-amazon-more-215834577.html (2026-09-02)
2. 「鬼武者 Way of the Sword」や「The Blood of Dawnwalker」に対応する「AMD Software 26.9.1」リリース — https://www.4gamer.net/games/022/G002212/20260904033/ (2026-09-04)
3. MINISFORUM Unveils Next-Gen Edge AI Computing Solutions Powered by AMD Ryzen AI MAX+ PRO 495 at IFA 2026 | Corporate - EQS News — https://news.google.com/rss/articles/CBMikAJBVV95cUxPeHJGSE0tb2h4cFdLbVlSV2RLMnA1TENFZ09PckhRMGtfbVRMOTlWemd0eEMxbVJyZlVieGd6RVczVVhNUWRnOW5RWUZKR3JzSnctTGNCV3ZnazEySDcwc2pkX1psSmtPX2tISWxKSFdtMU01ckQyYVhEZ3NobncwcHV3LWpma2hEQ002WklaTjFucDFSalBTZjNPYncxVUFTMUNMeDJmbGZUeTJJemE1UW84MEpFX3FTV1ZxbFVhaTRTQXRfMC13UjZndEtiTlpOOEZTYzF2bU80SzI5M2dvR09sTGs5bEd3SEl2MXR4TzZMNktaeFdCQjRybEpDYnRDMW5jaFotbU4wcDFzNnUtNA?oc=5 (2026-09-04)

### 2026-09-01

SpaceX와 Tesla의 CEO 일론 머스크가 Nvidia와 AMD 중 선호하는 제품에 대해 의견을 밝혔다.

출처:
1. AMD vs. Nvidia: SpaceX and Tesla CEO Elon Musk Weighs In on His Top Pick - The Globe and Mail — https://news.google.com/rss/articles/CBMi6gFBVV95cUxQX254cDREejJjN0NjQTJRa21VbGRjQmhNR2hid284aGdqamFUbk15YzhIUk1COU1mMmxnWkVDcG14bjVuMWJCa1pMaC1icnFieUVNREpxX2sxUXpaaWxycWtYV3dicnQ0aUlDUVBkMzlpSE5ZWXVJRWY1MVBwczd4ZEtDRWdKVktXWjdhXzRHTjJJdmhWbERKaFlTY2VWaFFZMmJ1a0I4NmxSVzlJT2FoZ1NlOTdCbVR1c3BFaGtTbTNoMmQ4bkVFNDdEVnNzWnoxV2NMVVpsOVdEMmE0cDMwZE80NUNjNzVFNkE?oc=5 (2026-09-01)

### 2026-08-27

Ryzen 7 H255를 탑재하여 AAA 타이틀 구동이 가능한 미니 PC 'ACEMAGIC Retro X3'가 출시되었다.

출처:
1. 【本日みつけたお買い得品】ドックみたいなCore Ultra 7 256VミニPCが約4万6千円オフ - PC Watch — https://news.google.com/rss/articles/CBMidEFVX3lxTE9kTGNucVlkMFkwV3BLNjNZV0Jla0gyam1MRjN6X1BobmVCellSNEt1VEZ2S3VKZXhDd0txZDRqWkpBZUM1NFNlbWtJcVdabjVxeUZTSXoyYWlpdVJDOHlTZnR0UzJvQ3g4akZtOWVlaHNIRzUx?oc=5 (2026-08-27)
2. Z.ai shares surge 8% after releasing new AI model running only on Chinese chips - CNBC — https://news.google.com/rss/articles/CBMijwFBVV95cUxNOXJYOG11aWZmNUM0QmxZXzloZEdQel9qaTFBbmRzc1VFV0ZiUFNOMHp0VjNFd1BpQU56X3E4YzA2S0tINnd2TEhSc19uM19WSG1NUG9kblZkamRFcURkNE81Ty16c1dmMXVTYW9CSG5tOEpFN1ZyRnFZeTNLdktSRHhRNnhpaEo3RUt5OUVXY9IBlAFBVV95cUxNTHZVd2RGQndFcXFYcTFITlJZcGJvZ0VLeDV0ZnFQX1JGRXBTS2tJOUdZdXh1Q0FrdGtZV3BxMGJvU1E2MDg2MnVpYnFWYzZtNTAyY3NKVTNOd0FGTXZXbkJoY3daVzk2RWY2bVIxRnlFTXpyUUpreVFkTXg4bVZtYmRmVU9GNTVuR3B2NFB5M2hHU1Zq?oc=5 (2026-08-27)

### 2026-08-23

AMD는 기록적인 매출을 달성했다. NVIDIA의 주가에 영향을 준 머스크의 서약이 AMD 주가 하락의 원인이 되었다. NVIDIA는 메모리 용량을 줄인 AI 칩을 출하할 가능성이 있다. AMD의 차세대 Medusa APU 출시를 앞두고 리눅스용 RDNA 4m 펌웨어가 공개되었다.

출처:
1. NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried — https://finance.yahoo.com/technology/ai/articles/nvidia-corporation-nvda-advanced-micro-204025825.html (2026-08-21)
2. Advanced Micro Devices (AMD) Posts Record Sales, But Musk’s NVIDIA (NVDA) Pledge Sinks the Stock — https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-amd-posts-194827905.html (2026-08-21)
3. AMD RDNA 4m Firmware Published For Linux Ahead Of Launch - Phoronix — https://news.google.com/rss/articles/CBMibEFVX3lxTFB6c1FjQUFMTS1YTGl6ZV9hdWdpU09LbXVVZTlmV0xNdTBUZzdqNEVBckNPdmVFZU5oVHFMVXBiNHRjdFlaQ0MtR1huQ1p2aEx0QUEtWHhFNElJRjhjdTNkN1ZHMm96ODloa0R1aA?oc=5 (2026-08-22)

### 2026-08-22

Coatue Management가 AMD 주식의 새로운 포지션을 구축하며 AI 트레이드에 대한 베팅을 재개했다. 구글은 새로운 TPU를 위해 AMD와 협력 중인 것으로 알려졌다. Nutanix 주가는 에이전틱 AI 성장과 AMD 투자로부터 상승 동력을 얻을 수 있다. 한편 AMD는 월스트리트의 대형 역발상 투자자 두 명의 의견을 갈라놓았다. AMD 주가가 특정 시점에 650달러에 도달할 것이라는 예측이 존재한다.

출처:
1. Coatue Management Opens New Position in AMD Stock. View This as a Renewed Bet on the AI Trade. — https://finance.yahoo.com/technology/ai/articles/coatue-management-opens-position-amd-214733476.html (2026-08-20)
2. AMD Just Split Two of Wall Street’s Biggest Contrarian Investors — https://finance.yahoo.com/markets/stocks/articles/amd-just-split-two-wall-203344035.html (2026-08-20)
3. Google Is Reportedly Working with AMD for Its New TPU. What This Means for AMD Stock. — https://finance.yahoo.com/markets/stocks/articles/google-reportedly-working-amd-tpu-191215799.html (2026-08-20)
4. Prediction: AMD Stock Will Hit $650 on This Date — https://finance.yahoo.com/markets/stocks/articles/prediction-amd-stock-hit-650-170002128.html (2026-08-20)
5. Nutanix Stock Can Get a Big Lift From Agentic AI Growth, AMD Investment — https://finance.yahoo.com/technology/ai/articles/nutanix-stock-big-lift-agentic-152518231.html (2026-08-20)

### 2026-08-19

새로운 랩 테스트 결과 Snapdragon X2 Elite Extreme 칩이 거의 모든 카테고리에서 Apple과 AMD를 앞서는 것으로 나타났다. Sony의 토토키 CEO는 인공지능 데이터 센터의 RAM 수요 급증으로 인한 글로벌 메모리 공급 위기가 하드웨어 개발 및 출시 일정을 복잡하게 만들고 있다고 밝혔다. 이에 따라 PlayStation 6의 내부 출시 시기나 가격 전략은 아직 확정되지 않은 상태다. 또한 Nvidia와 AMD의 파트너사 중 주목해야 할 기업이 언급되었다.

출처:
1. 모듈러 훈풍 엔알비…영업익 2배 '쑥' — https://www.mk.co.kr/news/realestate/12131412 (2026-08-19)
2. Framework's Cheapest Laptop Just Got A Major Spec Bump - Engadget — https://news.google.com/rss/articles/CBMihwFBVV95cUxOdTd5Q0dRWXREWHVVc2ZuanVHa1dyOEx3UUdSTVJCUTQ0bHZDYU5qRXI1dk9OQmtsam15bm1lMFZxc0NOUjhSSjAwNUdDWHNob0xKcFU2ckxIR0dIa1VCdDJnRHBNNXJuV0hpVkpzY3hqRkFCSG9kOW9mOXRfNGpOVDAzbU1uUWc?oc=5 (2026-08-18)
3. Sony CEO, PlayStation 6 출시일 무기한 연기 확인 — https://hypebeast.kr/2026/8/playstation-6-timeline-unclear-as-sony-axes-physical-discs (2026-08-19)
4. I knew the Snapdragon X2 Elite Extreme was fast, but not this fast — new lab tests show the chip beating Apple and AMD in nearly every category - Windows Central — https://news.google.com/rss/articles/CBMiowFBVV95cUxPWmM4NGZHOFpFM2xPUXhYMENDR3NTY1B1TnE4YjQtVi1IQ0hkZncweHFUaHJEeHl5RDlRVUlJalpNQk83djJrR29UMTFiVXhIYUNXYW5HbzF6UW0wc2NibXNTRzJnQU9wOFhxWHI4Sm5JR29rcU9BcmZBTjZJUnd5Mk1PekZ2NzhneDNpVjViTHQyeTlZckNYSDR1US1CbGVUcVJV?oc=5 (2026-08-18)
5. Four Reasons To Put This Nvidia, AMD Partner On Your Watchlist Right Now — https://www.investors.com/research/how-to-find-the-best-stocks-to-buy/teradyne-stock-eyes-breakout-semiconductor-partners-nvidia-taiwan-semi-apple-tech-markets/?src=A00220&yptr=yahoo (2026-08-17)

### 2026-08-18

AMD는 10년 동안 10,000달러의 투자금을 700,000달러 이상으로 전환했다. 같은 기간 S&P 500은 이를 약 42,000달러로 전환했다. Broadcom과 AMD 중 어느 AI 칩 주식이 더 나은 매수 대상인지에 대한 비교가 이루어졌다.

출처:
1. Groq raises $350M to fuel its pivot from AI chips to neocloud - TechCrunch — https://news.google.com/rss/articles/CBMimwFBVV95cUxNdmdpUGFPRGhSSVhhdHFzYzVnSEFXcHdqRU9ELVJBWXczMlg0S01QamI4UGJ1dERVcTRxb3dkOFA3TEFnWVhrWEthbDVsQ2JncXAxUy0tV0d3eDhtcXc5RjkxeWd2cjNmWjZBYk83MkJtQWZoZFo2LXdhcEFWTm1EcW81NFMzSmdRVUlXZGdxSnNEbFdNazlBOUNrMA?oc=5 (2026-08-17)
2. AMD Turned $10,000 Into More Than $700,000 in a Decade. The S&P 500 Turned It Into About $42,000. — https://finance.yahoo.com/markets/stocks/articles/amd-turned-10-000-more-125400982.html (2026-08-16)
3. Acer launches MacBook Neo rival with faster display, more memory and wider port selection - Tech Edition — https://news.google.com/rss/articles/CBMisgFBVV95cUxPWnBLX0ItSjEwUFRrb0wzcWRzQThKUWpnTExLanRWbWoyQU0tb05QcWNxX0MyX2Q0UUt1TmIxeDFGTG5hQVBSV1JkOTNRYXAyUGFLYk9oUVFvWVpyUlMzN1UxYW8yejA0T3NiMWo2NGRBbnkzYkpZMDRsazRVZUFCOUNJVVd3WXRGUHFDaF80TGV0YTM3dXNJdC1WUFNtTW5FeWthS2FFanRkQTY4ZnVrRU5B?oc=5 (2026-08-17)
4. Broadcom vs. AMD: Which AI Chip Stock Is the Better Buy? — https://finance.yahoo.com/technology/ai/articles/broadcom-vs-amd-ai-chip-105500056.html (2026-08-16)

### 2026-08-17

AMD 주식 매수 근거로 2,100억 달러 규모의 이유가 제시되었다. 한편 AMD 투자자가 무시해서는 안 될 주요한 적신호가 존재한다. 제품 관련해서는 AMD가 Radeon RX 9050의 리뷰 샘플 제공을 거부했다. 거부 사유는 해당 제품이 당혹스럽기(embarrassing) 때문이라고 전해졌다. AMD 파트너사들 또한 Radeon RX 9050의 리뷰 샘플 전송을 허용받지 못한 것으로 알려졌으나, Hardware Unboxed가 샘플 하나를 발견했다.

출처:
1. A $210 Billion Reason to Buy AMD Stock Here — https://finance.yahoo.com/markets/stocks/articles/210-billion-reason-buy-amd-161502041.html (2026-08-16)
2. AMD partners were reportedly not allowed to send Radeon RX 9050 review samples, Hardware Unboxed found one anyway — https://news.google.com/rss/articles/CBMi1wFBVV95cUxPa0FaZGFsRl84SWp3d291amlnYktxWERYQURKdEZYUG5HdklVTEdqZmpNM3ZBWk1maDBtbFhfeTdic0xveDZlcXFReGxQa1hLUkFWbEloTUJTYVBNODhqNEtpYmNrSU9yR2drOFhDUFI0ZkpfeFFBSkxKUXZRNmdiZHNBX3JadXA0ZHV0cndvZ1ZqNllUbkkyLXFsSGVtbFNMRmliNFN0bm9MVnpGWDBWUW1oN3FKcmtGeVppSHlHQkJ3bW0zSmRWbm1zcFlaQjJpMzNEdXN0dw?oc=5 (2026-08-16)
3. 1 Major Red Flag AMD Investors Can't Afford to Ignore — https://finance.yahoo.com/markets/stocks/articles/1-major-red-flag-amd-201800600.html (2026-08-16)
4. AMD denied any review samples for the Radeon RX 9050 because it's embarrassing - TweakTown — https://news.google.com/rss/articles/CBMixAFBVV95cUxPbFFuSHBzOFpCQ3FDVERvNUpzVkZfQ2hwZGlBRkMydEdDR2lCazNhRE1EZjNIOEE3anZvNDREXzN0ZkMtMzZqRlJTT3RBTEJxWmY5bXJEWW9Yenc3OEoxd0l6ejVuNDB0MHktZlUxZXplbjBtMVFXa2t5SkZZVGVRaHE4UTduSjBEdEZQSDVJWVdLWmx0ZVNlTWVKZXBMa2VFWXpsekJWOXBXVmFzYVZsa2w5ekxYNFlfVXVEUDAxeUZLdkNC?oc=5 (2026-08-16)

### 2026-08-15

AMD Ryzen 7 7800X3D 프로세서가 소손된 사례가 발생했으며, 이와 함께 MSI X870 메인보드가 동시에 손상되었다. 한편 AMD 주가는 역대 최고가 대비 15% 하락한 상태이다.

출처:
1. AMD Ryzen 7 7800X3D燒毀個案 MSI X870主機板同步損壞 — https://news.google.com/rss/articles/CBMifkFVX3lxTE5kaXR4UHNNUWZ6dzQ2T1l6ZGFXOWYzZUNsczR3UXVxU3kzZW5NYmpRYmVUa2RJaU9HbkZTQzNWdWtrU1p1UHlTQVRvVHlWODNyVzRSSE1KZG9sRy1DSEp4MG1JanQtQ1p2VlpUc2swam1tQ3UyTzJqR3JLNUw1QQ?oc=5 (2026-08-15)
2. Down 15% From Its All-Time High, Is Now the Time to Load Up on AMD Stock? — https://finance.yahoo.com/markets/stocks/articles/down-15-time-high-now-165700030.html (2026-08-13)

### 2026-08-14

GIGABYTE가 AM4 수요가 2026년까지 높게 유지됨에 따라 새로운 B450 메인보드 2종을 출시했다. AMD Ryzen 7 7800X3D CPU는 AMD의 업데이트된 BIOS를 사용한 이후에도 타버리거나 부풀어 오르는 현상이 발생했다. 한편 HWiNFO는 Intel의 루머 속 대형 APU인 'Razor Lake-AX'에 대한 예비 지원을 준비하고 있다.

출처:
1. HWiNFO prepares preliminary support for Razor Lake-AX, Intel’s rumored big APU — https://news.google.com/rss/articles/CBMipwFBVV95cUxQVGRzbWR0UERxZy1FX29qSEdkYW1wYVlsbG96QTl2c0hYc1NtOFNYdUd4VFgtYmxSWFM1VnNLNExWZFZwLUpXaHl4bUZpRW50bUJJeHNLNWNvVjItbDVoQ3dQdzRsNHJreHdjY1BYVjZjNzlzdHJSU0xSSGEtTDdVQU11RHdmejktVE44dTNtVHY4TzhrZThvN2pqdDVCNWg2SWFMM0xrSQ?oc=5 (2026-08-12)
2. GIGABYTE launches two new B450 motherboards as demand for AM4 stays high in 2026 - TweakTown — https://news.google.com/rss/articles/CBMiyAFBVV95cUxNc2txNFNkdWU0WnNXMGstSE92NVhkSGJ3cXV4Z3I2YU5vQ1BLZVphR3J6a28tSDE3MExrYWk3T3dzZTI0UXFneXNHMDJoUHRValM2Q3cxeGZOY2liaDBKYzFxUUZDY1Q3Wjl1YnJvbGNXSkVlV3NTdFUwVW1xR1VleVZaTlBKMjZpUmwxZ3piSXFOUnVlQVVldUtyVkhLNVhONUJPY3hCQ2xDYWM5RU1vMHdHczFsYUJuZEt1OG9sSHU0QjVxa3YxSw?oc=5 (2026-08-13)
3. Intel "Razor Lake-AX" Preliminary Support Lands in HWiNFO - TechPowerUp — https://news.google.com/rss/articles/CBMilAFBVV95cUxPZDNhNy0tNUJDN3hDaWN3ald3SS1PZzJ3N3dxRGxYNUFsMEt0dlk2TXhvOU5qWEdwMy1KeGNHWktnLU1WT2NrcFBCY2RnWE9iM0hMUlp1d1VWRU9aTEoxZGdCU1g3SHFoRGsxNUNpS0pIT0JGcEM2VXBfb3FZclE4YzdWOWhQWEdfZ0VTYmxCdERYOS1m0gGaAUFVX3lxTE5Nc1pkalJxNTJjZ2UxQmZFWkFZRHVlSmFlbVl4bENjalBuZ0NzY1k1UjFSLXROMTQ2UU9WNlVXNms3SVpNMXBnMlN1RzlDdWN4anFIY2NWU0REdnE0bXBmZGNzbnRoVmRNa0o1eDlySjFwcU5qNVBpNFRGZDdmZXFQX3hzNGZBZkg5bjV1S0ZFSHVoUENLLXNiNlE?oc=5 (2026-08-12)
4. AMD Ryzen 7 7800X3D CPU burns and swells even after using AMD's updated BIOS - TweakTown — https://news.google.com/rss/articles/CBMiwgFBVV95cUxNazZ6Q3lQY2FKdmszd2NzYU9fRDI0TW5XdnhQSURQLXZIVzZzYnNKTGtMSF9EUnlPcFFkdDRjdlB1NUdaXzZHajluR0VzbVoteW8wS25Ea2I5NHo1RGh4aU5jSVBnd0k3V2VZVDJpU2xsRS1nYkJROTVZdGNFUmp2T2JONmVQbmpvRDRQSWhYU0M4dHJhbUd5OXJUSEVZWkNWWEJwQTZkM2dmdDBYTU8teElBRkNLdFdwbV9mQTBScWtiUQ?oc=5 (2026-08-13)
5. AMD Shareholders: Jensen Huang Just Changed Everything Jamie Lee O'donnell (T6eEZGNYjl) — https://news.google.com/rss/articles/CBMiWkFVX3lxTFBtUjNSU1RpSnVnVTQ0THlUQWZGSjBHZ2JPbFhaaHZLQWV4ZlV0RFNpZXdHTnBFY3RKU3l5TTNGeDVfMUhiaUF5c2t1Vm5fRHJRN1RMOVhSa2x0UQ?oc=5 (2026-08-13)

### 2026-08-11

AMD는 2분기 예상치를 상회하는 실적을 기록했으며 매출액은 기록적인 수준을 달성했다. 한편 잉여현금흐름(FCF)은 감소하며 주가가 하락했다. 가치 투자자들은 숏 풋(Short Put) 전략에 관심을 보이고 있다. 일론 머스크가 주목받으며 AMD의 등급이 하향 조정되었다.

출처:
1. AMD Beat Q2 Estimates, Then Elon Musk Stole The Show (Rating Downgrade) (NASDAQ:AMD) - Seeking Alpha — https://news.google.com/rss/articles/CBMirgFBVV95cUxPUWJhYkxLS01mRS1uVWtFRHJ0X24wd0RubXNITDFabWtTSnVxMlhHTWhzRGdTRkhrY1MxcmIwRzBNdE9oeV9GRGVuRWYzeWFrRkZBdkU1Z29zX0MyMHplbGpzZ2E1R0pWME1DR3lxSVdycERyZG8yRlpUOUVhd3lySUlWUHI5dVFDNFMzSWlJaUZ4SFd5WHhSWHlLSm1ydTlnTmxETmNEX0JKNjFId0E?oc=5 (2026-08-10)
2. Advanced Micro Devices Dips on Lower FCF, But Short Put Plays Attract Value Investors — https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-dips-lower-140002117.html (2026-08-09)
3. Advanced Micro Devices Reported Record Revenue. AMD Stock Sank Anyway. — https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-reported-record-131502549.html (2026-08-09)

### 2026-08-10

AMD의 2분기 실적이 예상치를 상회했다. 데이터 센터 매출은 전년 대비 두 배 이상 증가했다. 데이터 센터 사업이 급증하고 있으나 주가는 하락하고 있다. 투자자들은 매도 버튼을 눌렀다. 5성급 분석가가 AMD의 주가 목표치를 재설정했다. 12개월 수익률은 200%를 기록했다. Core Scientific(CORZ) 주주들이 90억 달러 규모의 매각을 거부한 상황에서 AMD와의 거래가 그들의 결정이 옳았음을 입증하는지 논의된다. 2031년까지 5,000달러 투자 시의 가치에 대한 가격 예측이 존재한다.

출처:
1. 5-star analyst resets AMD stock price target — https://finance.yahoo.com/markets/stocks/articles/5-star-analyst-resets-amd-210300850.html (2026-08-09)
2. Core Scientific (CORZ) Shareholders Rejected a $9B Sale. Does the AMD Deal Vindicate Them? — https://finance.yahoo.com/markets/stocks/articles/core-scientific-corz-shareholders-rejected-203304503.html (2026-08-09)
3. AMD Tops Q2 Estimates, but Investors Still Hit the Sell Button. What's Next for AMD Stock. — https://finance.yahoo.com/markets/stocks/articles/amd-tops-q2-estimates-investors-151502222.html (2026-08-08)
4. Advanced Micro Devices (AMD) Price Prediction: How Much a $5,000 Investment Could Be Worth by 2031 — https://finance.yahoo.com/markets/stocks/articles/advanced-micro-devices-amd-price-130011101.html (2026-08-08)
5. Should You Buy Advanced Micro Devices (AMD) Stock After Its 12-Month Return of 200%? — https://finance.yahoo.com/markets/stocks/articles/buy-advanced-micro-devices-amd-120500118.html (2026-08-08)
6. AMD Just Reported Its Data Center Revenue More Than Doubled Year-Over-Year. What Comes Next. — https://finance.yahoo.com/markets/stocks/articles/amd-just-reported-data-center-134502782.html (2026-08-08)
7. AMD's Data Center Business Is Skyrocketing. The Stock Is Falling. Here's Why. — https://finance.yahoo.com/markets/stocks/articles/amds-data-center-business-skyrocketing-102000210.html (2026-08-08)

### 2026-08-06

뉴욕 및 상하이 증시에서 AMD의 실적 발표가 진행된다. CPU 분야에서는 Zen 6 아키텍처가 Performance Priority 컨트롤을 통해 1% Low 성능을 개선할 것으로 알려졌으며, 저전력 CPU 코어는 기존 Zen 아키텍처들의 콜라주 형태라고 보고되었다. GPU 분야에서는 7월 29일 신제품 'Radeon RX 9050'이 발표되었다. 해당 제품은 8GB GDDR6 메모리를 탑재했으며, OEM 파트너용 4GB 모델의 존재가 제품 정보를 통해 드러났다. 서버용 CPU가 8월 4일 이후 AMD 주가에 큰 상승 동력을 제공할 가능성이 제기되었다.

출처:
1. 뉴욕·상하이 증시, AMD·샌디스크·팰런티어 실적 발표 — https://www.hankyung.com/article/2026080201741 (2026-08-02)
2. How Server CPUs Could Give AMD Stock a Big Boost After August 4 — https://finance.yahoo.com/markets/stocks/articles/server-cpus-could-amd-stock-130002075.html (2026-08-01)
3. AMD Zen 6 architecture to improve 1% lows with Performance Priority controls - VideoCardz.com — https://news.google.com/rss/articles/CBMipgFBVV95cUxPRXFGX0JJOTkxQ2dZWTVQeFN3Vms2U2tlNTM1MDYxRkZYR0Flc25YTE9MMFRkRzJpR0VKZFpUZUlkWWE0RTJ4enFIcUxwaU1rZEtrR20yejktQXo5cjNmeW8xY2dQNkdHVFEteTAyc0VoUmxvQ194MVEtaWNRMHE4VUtXcFk1V0QyVWtPRDdxVXhsZmFLbHdBNTFHd3owbTRWRjNwcjlR?oc=5 (2026-08-01)
4. AMDの新グラボ「Radeon RX 9050」には“4GBモデル”もあり。メモリ不足もあってか約4年ぶりの登場 - AUTOMATON — https://automaton-media.com/articles/newsjp/20260731-457515/ (2026-07-31)