---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39739403.md"
description: "AMD: Market Share is King, Profits Exceed ExpectationsThe logic has changed: AI is no longer just about graphics cards (GPUs); the current 'autonomous AI agents' have a huge demand for AMD's server CPUs.Hard power: Market share has broken through 41%, and prices are set to rise in March-April, indicating the company has strong pricing power and profits will be thicker.Look at the essence: Although Citi slightly lowered the target price ($248), that's just a minor adjustment to the financial model; the core is that they raised the profit forecast for 2026.Sentiment support before the earnings report is strong. The target price cut is a fake-out, the profit raise is the real positive. As long as server market share continues to expand, a pullback should be an opportunity to get on board.Intel should still go up."
datetime: "2026-04-07T09:02:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39739403.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39739403.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39739403.md)
author: "[不奋东西](https://longbridge.com/en/profiles/14442740.md)"
---

# AMD: Market Share is King, Profits Exceed Expectat…


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