Details for Advanced Micro Devices’ (AMD) new CPUs and GPUs have leaked, presenting potential specs and prices that investors and consumers need to know about. On top of that, a new trade deal has rallied AMD stock this morning.
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First up are the latest details on AMD’s new Epyc server CPUs. The company is currently developing Zen 6 and Zen 6c processors under the codename Venice. These new server CPUs are being made with TSMC’s (TSM) 2nm manufacturing process, setting it up to be the first semiconductor company to offer 2nm chips. This comes with several benefits, including enhanced density and speed, though at the cost of higher power consumption. Zen 6 and Zen 6c chips will reportedly offer 96 cores and 256 cores, respectively, and will be released in 2026.
Next up are the latest details on upcoming AMD GPUs. Retailers have started listing the Radeon RX 9060 XT online, providing prices for the new graphics card. The Radeon RX 9060 XT will come in 8 GB and 16 GB variants, with the former priced at $449.99 and the latter at $519.99. Inflated GPU prices continue to be a problem for the sector, but a new trade deal between the U.S. and China could help alleviate this issue.
AMD Stock Boosted By the New Trade Deal
AMD is among the stocks that suffered when the trade war between the U.S. and China escalated after President Donald Trump took office. That’s due to its supply chain being heavily connected to China. However, the stock has started to rebound after a 90-day tariff hold was announced. This dropped the tariffs on Chinese imports to 30% from 145%.
With this news came a 7.41% rally for AMD stock. While that’s good news, AMD still has a way to go before it recovers from its 14.86% year-to-date decrease. With ongoing discussions of a more permanent trade deal between the U.S. and China, this seems possible.
Is AMD Stock a Buy, Hold, or Sell?
Turning to Wall Street, the analysts’ consensus rating for AMD is Moderate Buy, based on 22 Buy and nine Hold ratings over the past three months. With that comes an average AMD stock price target of $125.24, representing a potential 21.78% upside for the shares.
