AI Chips Today - AMD Strengthens AI Presence With Key Partnerships And Record Growth

The AI chip sector is seeing notable advancements as AMD reports its record financial performance in the third quarter of 2025, demonstrating significant demand for AI accelerators. With no revenue included from AMD Instinct™ MI308 GPU shipments to China, the company highlights its strengthened position in AI infrastructure through pivotal partnerships and expanding engagements. These include collaborations with OpenAI for next-gen AI infrastructure and Oracle for AI superclusters, underscoring AMD's expanding footprint. Additionally, strategic moves with companies like Cisco and IBM for AI systems bolster AMD's leadership in the AI chip domain, as outlined in recent announcements.

• Advanced Micro Devices (NasdaqGS:AMD) last closed at $250.05 down 3.7%.

In other trading, Nanya Technology (TWSE:2408) was a notable mover up 5.3% and ending trading at NT$138.50, close to the 52-week high. At the same time, Lattice Semiconductor (NasdaqGS:LSCC) softened, down 13.2% to end trading at $63.23. This week, Lattice reported lower third-quarter earnings compared to a year ago and provided fourth-quarter revenue guidance between $138 million and $148 million.

Accelerating AI adoption and cloud growth are key drivers for AMD's expanding market share. Click to explore the full narrative on how these factors influence AMD's performance.

In our recent Market Insights article on AI Chips, we explored the dual narratives of AI's transformative potential and the risks it poses; don't miss out on understanding this pivotal industry shift.

Best AI Chip Stocks

• NVIDIA (NasdaqGS:NVDA) settled at $198.69 down 4%. This week, NVIDIA announced collaborations with IBM, Deutsche Telekom, Digital Realty, and F5 to propel AI infrastructure and capabilities forward in various sectors.
• Intel (NasdaqGS:INTC) settled at $37.03 down 6.3%.
• Micron Technology (NasdaqGS:MU) settled at $218.03 down 7.1%.

Key Takeaways

• Dive into all 76 of the AI Chip Stocks we have identified, like Analog Devices, Kioxia Holdings and Tokyo Electron, right here.
• Seeking Other Investments? AI is about to change healthcare. These 33 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "AMD Reports Third Quarter 2025 Financial Results" from Advanced Micro Devices, Inc. on GlobeNewswire (published 04 November 2025)

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