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  • AMD and GIGABYTE are expanding their partnership to bring AMD’s Ryzen AI processors and 3D V-Cache to a wider range of gaming laptops, creator devices, motherboards, and OLED monitors.

  • The collaboration focuses on on-device AI features and gaming performance across GIGABYTE’s hardware portfolio.

  • The move targets the growing AI PC segment and system level integration of AI capabilities across consumer hardware.

For investors watching Advanced Micro Devices (NasdaqGS:AMD), this partnership adds another piece to the company story around AI and gaming hardware. The stock last closed at $236.73, with a 1 year return of 104.2% and a 3 year return of 175.0%. Those numbers highlight how closely sentiment around AMD is tied to its ability to stay relevant across high performance computing categories.

By aligning more tightly with GIGABYTE across laptops, motherboards, and displays, AMD is aiming for deeper adoption of its Ryzen AI and gaming focused technologies at the system level. For investors, this type of collaboration can be one factor to monitor when assessing how AMD is positioning within the AI PC and gaming markets in the future.

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NasdaqGS:AMD Earnings & Revenue Growth as at Jan 2026 NasdaqGS:AMD Earnings & Revenue Growth as at Jan 2026

How Advanced Micro Devices stacks up against its biggest competitors

  • ✅ Price vs Analyst Target: AMD trades at US$236.73 versus a consensus target of US$289.23, roughly 22% below analyst expectations.

  • ✅ Simply Wall St Valuation: The shares are flagged as undervalued, trading about 27.2% below an estimated fair value.

  • ✅ Recent Momentum: The 30 day return of about 10.5% points to positive short term momentum.

Check out Simply Wall St’s in depth valuation analysis for Advanced Micro Devices.

  • 📊 The expanded GIGABYTE partnership ties AMD’s Ryzen AI and gaming chips more tightly into laptops, motherboards, and OLED monitors, which could support its position in AI PCs and gaming.

  • 📊 Watch how AI attach rates in PCs, gaming share, and any updates to analyst price targets evolve alongside this collaboration.

  • ⚠️ Insider selling flagged as a minor risk is worth tracking, especially with the share price well above traditional semiconductor P/E averages.

For the full picture including more risks and rewards, check out the complete Advanced Micro Devices analysis.

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.

Companies discussed in this article include AMD.

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