In recent times, the artificial intelligence (AI) and semiconductor sectors have witnessed an all-encompassing surge, with the stock prices and market valuations of associated companies experiencing a broad-based upswing. On April 16 (local time), AMD's share price soared to $278, propelling its market valuation to a staggering $454.12 billion (approximately RMB 3.1 trillion), a record high since the company's inception in 1969. Prior to this, AMD's stock had enjoyed a 12-day consecutive winning streak, with a cumulative gain of 41.94% from March 31 to April 16, bolstering its market capitalization by over $120 billion.

The market is reassessing the value of central processing units (CPUs), with the rise of AI applications fueling an increased demand for these processors. It is projected that the ratio of CPUs to graphics processing units (GPUs) in AI data centers will evolve from the current 1:4 to 1:8 range, towards a more balanced 1:1 to 1:2 ratio. This year, AMD is set to introduce the EPYC Venice, leveraging TSMC's cutting-edge N2 process technology, and is poised to continue eroding Intel's market share.

Furthermore, AMD has made significant strides in the GPU arena, forging a collaboration with Meta in February. Meta intends to acquire AMD data center equipment boasting up to 6 gigawatts of computing power over the next five years. The initial batch of computing equipment, equipped with AMD's latest custom MI450 GPUs, is slated for deployment in the latter half of this year, with the total transaction value surpassing $60 billion.