AMD & Intel
82 shared events · Importance 9 · Last updated Aug 18, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Advanced Micro Devices directly competes with Intel across the global semiconductor industry, aggressively challenging its rival's historical dominance in the x86 CPU market for PCs and servers.
Business
AMD: AMD is also signing long-term purchase commitments with Chinese server customers and raised its server CPU market forecast to over $120 billion by 2030, reflecting strong demand from agentic AI workloads. The company is due to report earnings in early August.
Intel: Intel is signing long-term CPU supply deals with Chinese customers, benefiting from AI-driven demand. The company faces supply constraints but has secured multi-year contracts, including with Alphabet Inc., and is expected to address the CPU shortage in its quarterly earnings report.
Jul 22, 2026 · 7 articles
Business
AMD: AMD>>>'s Gorgon Point AI 9 465 processor is used in the TUF Gaming A14, showcasing its presence in the laptop market and its focus on AI-powered chips.
Intel: Intel>>> Core Ultra processors are featured in several of Asus>>>'s new laptops, demonstrating its continued role as a key supplier of CPUs for the PC market.
Jun 11, 2026 · 6 articles
Tech
AMD: AMD faces increased competition in the PC chip market due to Nvidia's entry with the RTX Spark, potentially impacting its market share and stock performance.
Intel: Intel faces significant competition from Nvidia's new AI-focused PC chip, challenging its long-standing dominance in the PC processor market, despite Intel's public welcoming of the competition.
May 26, 2026 · 159 articles
Business
AMD: AMD's stock slid as part of the broader decline in semiconductor companies, contributing to the overall market slump.
Intel: Intel slid significantly as part of the widespread decline in chip stocks, reflecting the negative sentiment in the semiconductor sector.
Jun 04, 2026 · 38 articles
Business
AMD: AMD is the central company, reporting strong Q2 results and a Q3 forecast above estimates, driven by AI chip demand. Its stock fell despite the beat, reflecting high investor expectations.
Intel: AMD is gaining CPU market share from Intel, which is a negative for Intel's competitive position in the data center market.
Aug 04, 2026 · 19 articles
International
AMD: AMD>>> CEO Lisa Su announced significant investment in Taiwan>>>'s AI industry, indicating its reliance on the region and exposure to geopolitical risks.
Intel: Intel>>> is an AI heavyweight that champions Taiwan>>>'s significance as a global supply chain hub, indicating its reliance on the region's stability for its operations.
Jun 08, 2026 · 10 articles
Tech
AMD: AMD>>> EPYC 9005 processors are featured in several of Micro-Star International>>>'s new server platforms, demonstrating AMD>>>'s continued presence in the high-performance computing market.
Intel: Intel>>> Xeon 6 processors are integrated into various Micro-Star International>>> server platforms, highlighting Intel>>>'s role in providing CPU solutions for data centers and AI workloads.
Jun 02, 2026 · 8 articles
Tech
AMD: The AI Agent NAS N5 MAX is powered by the AMD Ryzen AI Max+ 395 processor, indicating a partnership and showcasing AMD's technology in Minisforum's new products.
Intel: The All-Flash NAS S5 features the Intel Core Series 3 platform, and the AI Mini Workstation MS-03 uses the Intel Core Ultra Series 3 platform, demonstrating Intel's presence in Minisforum's new product lineup.
Jun 02, 2026 · 9 articles
Tech
AMD: AMD's Ryzen 7 H 255 and Ryzen AI 9 HX 370 processors are integrated into the new Beelink ME Pro series, showcasing AMD's presence in high-performance and AI-focused computing solutions.
Intel: Intel's Core i5-13420H processor is featured in some of the new Beelink ME Pro models, indicating continued demand for its CPUs in specialized computing platforms.
May 29, 2026 · 6 articles
Tech
AMD: AMD is a current supplier of CPUs to ByteDance and has also raised prices. The shift towards custom CPUs by major tech companies could affect AMD's future demand.
Intel: Intel is a current supplier of CPUs to ByteDance, but has warned of delivery delays and increased prices. The development of in-house CPUs by ByteDance and others could impact Intel's market share.
May 28, 2026 · 6 articles
Tech
AMD: AMD validated compatibility with its EPYC platforms, contributing to the interoperability of CXL technology and potentially benefiting its data center business.
Intel: Intel validated compatibility with its Xeon platforms, reinforcing its ecosystem and supporting the adoption of CXL memory expansion in next-generation servers.
Jul 31, 2026 · 7 articles
Business
AMD: Fell up to 9% in a single session.
Intel: Fell up to 10.4% in some sessions; less AI exposure.
Apr 20, 2026 · 344 articles
Business
AMD: AMD (AMD) has silently removed the Transparent Secure Memory Encryption (TSME) feature from its consumer AMD processors via a firmware update, leading to significant backlash from users and security experts. This decision has negatively impacted AMD's reputation for transparency and security in its consumer product line.
Intel: Intel, a competitor to AMD (AMD), offers its own Total Memory Encryption broadly across its modern chips. This contrast makes AMD (AMD)'s PRO-only stance on Transparent Secure Memory Encryption (TSME) look less favorable and could be a differentiator for security-conscious buyers.
Jun 15, 2026 · 6 articles
Tech
AMD: AMD is a key competitor; its EPYC processors claim higher rack-level throughput, challenging Nvidia's CPU push, but faces ARM vs x86 debate.
Intel: Intel is a competitor in the CPU market, defending its x86 server franchise against Nvidia's ARM-based Vera.
Jul 15, 2026 · 6 articles
Tech
AMD: AMD' Ryzen AI Max+ 395 processor is featured in Inforchain Digital Technology Co. Ltd.'s PF59 mini workstation, demonstrating its role as a key component supplier.
Intel: Intel's processors, including Wildcat Lake, Panther Lake, and Lunar Lake, power several of Inforchain Digital Technology Co. Ltd.'s new laptops and tablets, indicating a continued partnership and market for Intel's chips.
Jun 04, 2026 · 6 articles
Business
AMD: AMD's shares rallied over 3% in extended trade following Intel's positive results, reflecting broader sector optimism.
Intel: Intel reported strong Q2 earnings and raised its capex forecast, signaling confidence in AI-driven growth. Its foundry business secured Tesla as a customer, and shares rose in after-hours trading.
Jul 23, 2026 · 20 articles
Business
AMD: AMD is an AI chipmaker contributing to the high demand for advanced production lines from TSMC.
Intel: Intel has reached a preliminary deal to manufacture chips for Apple Inc., which will provide a steady demand and boost its manufacturing business and reputation. Its shares jumped significantly after the announcement.
Jun 18, 2026 · 41 articles
Tech
AMD: AMD is expected to supply processors for the IdeaPad Vibe, reinforcing its position in the budget laptop segment and potentially increasing unit shipments.
Intel: Intel is mentioned as introducing Wildcat Lake processors for affordable laptops, indicating its efforts to compete in the budget segment, though not directly involved in the Vibe leak.
Aug 12, 2026 · 8 articles
Tech
AMD: AMD>>> is a dominant supplier of CPUs for Windows laptops, and Nvidia>>>'s new processors will increase competition for AMD>>> in this segment.
Intel: Intel>>> is a dominant supplier of CPUs for Windows laptops, and Nvidia>>>'s entry with Arm-based processors directly challenges Intel>>>'s long-standing market share.
May 30, 2026 · 34 articles
Tech
AMD: AMD will face new competition from Qualcomm's Snapdragon C Platform in the entry-level laptop segment, potentially impacting its market share.
Intel: Intel faces increased competition in the entry-level laptop processor market due to Qualcomm's Snapdragon C Platform, which offers an alternative to its traditional processors.
May 28, 2026 · 10 articles
Tech
AMD: AMD' Ryzen AI PRO 400 series processors are integrated into the HP Z2 Mini G1a, showcasing AMD' collaboration with HP Inc. in the AI workstation segment.
Intel: Intel's Core Ultra Series 3 processors power the new HP OmniDesk Mini Desktop PC, demonstrating Intel's continued role as a supplier for HP Inc.'s product line.
May 31, 2026 · 10 articles
Business
AMD: AMD rallied 4% ahead of its quarterly report, with analysts expecting a 33% surge in revenue, indicating strong performance in the AI sector.
Intel: Intel shares fell, contributing to the pullback in chip stocks that weighed on the Nasdaq Composite.
May 20, 2026 · 12 articles
Regulatory
AMD: AMD, alongside Nvidia, is subject to a 15% commission on chip sales in China for export licenses, reflecting the Trump administration's focus on the computer chip industry.
Intel: Intel agreed to give the United States government a 10% stake in its business, converting government grants into equity. This deal comes as Intel faces financial struggles and aims to secure its position in the semiconductor industry.
Aug 22, 2025 · 6 articles
Tech
AMD: AMD (AMD) is a key partner, with its Instinct MI355X and MI350X GPUs powering MiTAC's next-gen AI servers, contributing to the performance of the new infrastructure.
Intel: Intel is listed as a strategic alliance partner, contributing to MiTAC's comprehensive AI infrastructure solutions, likely in CPUs or other components.
Jun 03, 2026 · 9 articles
Business
AMD: AMD processors and graphics are featured in several Geekom products included in the sale, potentially increasing demand for AMD components.
Intel: Intel processors are used in Geekom's GeekBook X16 Pro laptops, which are part of the Summer Sale, potentially driving sales of Intel-powered devices.
Jun 15, 2026 · 10 articles
Business
AMD: Advanced Micro Devices (AMD) saw its shares rise significantly, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
Intel: Intel's shares gained, contributing to the tech-led rally on Wall Street, benefiting from easing bond yields.
May 20, 2026 · 72 articles
Tech
AMD: AMD is a competitor in the desktop PC market, and Qualcomm's expansion into mini PCs with Asus Ascent QN10 introduces new competition.
Intel: Intel is a competitor in the desktop PC market, and Qualcomm's entry into the mini PC segment with Asus Ascent QN10 poses a new challenge to Intel's dominance.
Jun 02, 2026 · 6 articles
Business
AMD: AMD is an AI platform provider collaborating with Astera Labs to support validation across its GPUs, CPUs, and networking solutions in customer environments.
Intel: Intel is an AI platform provider collaborating with Astera Labs on AI infrastructure development.
Jun 02, 2026 · 12 articles
Tech
AMD: AMD is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival AMD's offerings, potentially impacting AMD's market share.
Intel: Intel is a competitor to Nvidia in the AI chip and PC market, and Nvidia's new N1X processor and Vera Rubin platform are set to rival Intel's offerings, potentially impacting Intel's market share.
May 31, 2026 · 28 articles
Business
AMD: AMD's shares have doubled or tripled this year as investors rotate from Nvidia. It is a competitor in the AI chip market.
Intel: Intel's shares have doubled or tripled this year, benefiting from the same rotation. It is a rival chipmaker.
Jul 08, 2026 · 6 articles
+ 52 more events
View on Dashboard
ERGEN INTELLIGENCE
Explore this relationship live
Track how AMD and Intel interact across events, view sentiment trends, and discover connected entities.
Open Dashboard