🕷️ Crawler Inspector

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1. Shard Calculation

Query:

Response:

Calculated Shard: 88 (from laksa138)

2. Crawled Status Check

Query:

curl -X POST \
  'http://laksa088.int.ahrefs:8124/' \
  -H 'Content-Type: text/plain' \
  -H 'X-ClickHouse-Database: crawler3' \
  -H 'Authorization: Basic YXBpOg==' \
  -d 'SELECT getAhrefsURLFromUnparsed(src_unparsed) AS found_url, ifNull(toUnixTimestamp(download_stamp), 0) AS crawl_time, ifNull(toUnixTimestamp(props_url_first_seen), 0) AS first_indexed_time, download_http_code AS http_code, src_unparsed AS src_unparsed, src_root_hash AS src_root_hash, history_drop_reason AS history_drop_reason, meta_title AS meta_title, meta_descriptions AS meta_descriptions, attrs_boilerpipe_text AS attrs_boilerpipe_text, attrs_markdown AS attrs_markdown, attrs_readable_markdown AS attrs_readable_markdown, meta_canonical AS meta_canonical FROM crawler3.page_info_local FINAL PREWHERE (src_root_hash, src_unparsed) IN ((getAhrefsRootHashFromUnparsed(getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2025/01/25/amd-vs-intel-stock-better-semiconductor-turnaround/\')), getAhrefsUnparsedNoserviceFromURL(\'https://www.fool.com/investing/2025/01/25/amd-vs-intel-stock-better-semiconductor-turnaround/\'))) FORMAT JSONEachRow'

Response:

{"found_url":"https:\/\/www.fool.com\/investing\/2025\/01\/25\/amd-vs-intel-stock-better-semiconductor-turnaround\/","crawl_time":1774666241,"first_indexed_time":1737811480,"http_code":200,"src_unparsed":"com,fool!www,\/investing\/2025\/01\/25\/amd-vs-intel-stock-better-semiconductor-turnaround\/ s443","src_root_hash":"16263700115757751488","history_drop_reason":null,"meta_title":"AMD vs. Intel Stock: Better Semiconductor Turnaround Candidate | The Motley Fool","meta_descriptions":["AMD vs. Intel Stock: Better Semiconductor Turnaround Candidate"],"attrs_boilerpipe_text":"While several chip stocks had convincing performances in 2024,\nIntel\n(\nINTC\n2.11%\n)\nand\nAdvanced Micro Devices\n(\nAMD\n0.87%\n)\nwere not among them. Intel shares fell about 60% last year, while AMD shares were down about 18%.\nLet's examine which semiconductor stock looks like the better rebound candidate in 2025.\nAI afterthoughts\nIn a semiconductor market largely being driven by\nartificial intelligence (AI)\n, Intel and AMD have largely been afterthoughts. AMD is the distant No. 2 designer of\ngraphic processing units (GPUs)\nbehind market leader\nNvidia\n. Intel's market share in GPUs, meanwhile, has dropped to zero, although it wasn't a far fall, with the company having just a 2% market share in PC graphics cards in 2023.\nAMD\nToday's Change\n(-0.87%) $-1.78\nCurrent Price\n$201.99\nAMD has struggled against Nvidia, largely due to its inferior software. In a recent study, SemiAnalysis called AMD's out-of-the-box GPUs \"unusable\" for AI training, noting it needed \"multiple teams of AMD engineers\" to help it fix software bugs. However, AMD has been able to carve out a niche in\nAI inference\n, with SemiAnalysis saying its customers typically use AMD's GPUs for narrow, well-defined inference use cases. \nNonetheless, AMD has been able to see strong data center growth, albeit not nearly at the same scale as Nvidia. Last quarter, it saw its data center revenue surge 122% year over year and 25% sequentially to $3.5 billion. The company credited both its Instinct GPUs and EPYC\ncentral processing units (CPUs)\nfor the jump in sales.\nCPUs act as the brain of a computer, while GPUs have superior processing power. While there is a lot of deserved attention on GPUs, AMD has been doing a good jump in the CPU market, noting that it has been taking share in the CPU server market while it also has been doing well in the PC market.\nOverall, AMD saw its Q3 revenue climb 18% to $6.8 billion and its adjusted EPS jump 31% to $0.92. So the company has still been growing nicely despite the dip in its stock price.\nINTC\nToday's Change\n(-2.11%) $-0.93\nCurrent Price\n$43.17\nIntel, on the other hand, saw its revenue decline last quarter by 6% to $13.3 billion, and its adjusted EPS flip to a loss of -$0.46 versus a profit of $0.41 a year ago. The one bright spot last quarter was its data center and AI segment, which saw revenue rise 9% to $3.3 billion. However, when compared to Nvidia and AMD, that is a very modest gain in this segment.\nMeanwhile, its largest segment, Client Computing, saw its revenue drop 7% to $7.3 billion. By comparison, AMD saw its Client segment revenue surge 29% last quarter to $1.9 billion, showing it's making some inroads on Intel's primary PC business.\nPerhaps Intel's biggest woes, though, stem from its Foundry segment, which has been a big drag on its results. The company has poured money into this business through\ncapital expenditures (capex)\n, building out new manufacturing facilities. However, the segment has been a consistently large money loser, including reporting a $5.8 billion operating loss last quarter, or $2.7 billion when excluding a noncash impairment charge.\nFollowing the exit of its CEO Pat Gelsinger, Intel has said it could look to spin off its foundry business. The business recently received $7.86 billion in direct funding and a 25% investment tax credit from the government to continue to build out its manufacturing footprint in the U.S.\nValuations and verdict\nFrom a valuation perspective, Intel is the cheaper stock, trading at a\nforward price-to-earnings ratio (P\/E)\nof 12.6 times versus 17.6 times for AMD.\nINTC PE Ratio (Forward 1y)\ndata by\nYCharts\n.\nHowever, if you separately value Intel's core business and its foundry business, its valuation is even more attractive.\nIntel's foundry business has been losing lots of money, but it also has a lot of physical assets. Intel has spent $68.5 billion in capex, mostly on the foundry business, since the end of 2021 and has $104 billion in physical assets on its balance sheet. If you take just its recent capex spending and subtract out its $26 billion in net debt, its foundry business would be worth about $10 per share on 4.3 billion in shares. It also owns an 88% stake in\nMobileye\n, which is worth about $11.4 billion, or $2.66 per Intel share.\nAs such, it is no surprise that the company has been the subject of takeover rumors. There are a lot of hidden physical assets not reflected in its share price, not to mention the government's direct funding and tax incentive.\nAMD, meanwhile, has certainly been the stronger of the two businesses, although it hasn't gotten the investor respect it may deserve. If more AI infrastructure turns toward AI inference, it could be in a good place. Meanwhile, investors shouldn't overlook its CPU business, which has been gaining share both in data centers and PCs.\nI like both stock as turnaround candidates this year. I like Intel slightly more because of the deep value I think is still in the stock. However, AMD also looks like a solid rebound candidate. Fortunately, investors don't have to choose and can add both stocks to their portfolios if they choose.","attrs_markdown":"[Accessibility Menu](https:\/\/www.fool.com\/investing\/2025\/01\/25\/amd-vs-intel-stock-better-semiconductor-turnaround\/)\n\nSearch for a company\n\n[Accessibility](https:\/\/www.fool.com\/investing\/2025\/01\/25\/amd-vs-intel-stock-better-semiconductor-turnaround\/)\n\nLog In\n\n[Help](https:\/\/support.fool.com\/)\n\n[![The Motley Fool](https:\/\/g.foolcdn.com\/misc-assets\/logo-tmf-primary-1-magenta-purple-reversed.svg?_w=320)![The Motley Fool](https:\/\/g.foolcdn.com\/image\/?url=https%3A%2F%2Fg.foolcdn.com%2Fmisc-assets%2Ftmf_holdingco_logo_stacked_magenta_royalpurple_rev.png&w=96&op=resize)](https:\/\/www.fool.com\/)\n\n- Our Services\n  [All Services](https:\/\/www.fool.com\/services\/)[Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)[Epic](https:\/\/www.fool.com\/services\/epic\/)[Epic 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-\\$21.40](https:\/\/www.fool.com\/quote\/nasdaq\/meta\/)\n\n[MSFT \\$357.04-2.4% -\\$8.93](https:\/\/www.fool.com\/quote\/nasdaq\/msft\/)\n\n[NVDA \\$167.59-2.1% -\\$3.66](https:\/\/www.fool.com\/quote\/nasdaq\/nvda\/)\n\n[TSLA \\$362.05-2.7% -\\$10.06](https:\/\/www.fool.com\/quote\/nasdaq\/tsla\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\n[Most Active Stocks](https:\/\/www.fool.com\/markets\/most-active-stocks\/)[Daily Stock Gainers](https:\/\/www.fool.com\/markets\/top-stock-gainers\/)[Daily Stock Losers](https:\/\/www.fool.com\/markets\/top-stock-losers\/)\n\nFree Article[Explore Premium Services](https:\/\/www.fool.com\/services\/)\n\n# AMD vs. Intel Stock: Better Semiconductor Turnaround Candidate\nBy [Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/) – Updated Jan 25, 2025 at 8:20AM EST\n\n[Follow us](https:\/\/profile.google.com\/cp\/CgkvbS8wNTc4bWs)\n\nShare\n\nSummarize with AI\n\n## Key Points\n- AMD and Intel have both been AI afterthoughts compared to market leader Nvidia.\n- Nonetheless, AMD's data center business has been growing strongly.\n- Meanwhile, Intel offers a lot of hidden but valuable physical assets.\n\nWhile several chip stocks had convincing performances in 2024, **Intel** ([INTC](https:\/\/www.fool.com\/quote\/nasdaq\/intc\/) 2\\.11%) and **Advanced Micro Devices** ([AMD](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/) 0\\.87%) were not among them. Intel shares fell about 60% last year, while AMD shares were down about 18%.\n\nLet's examine which semiconductor stock looks like the better rebound candidate in 2025.\n\n## AI afterthoughts\nIn a semiconductor market largely being driven by [artificial intelligence (AI)](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/), Intel and AMD have largely been afterthoughts. AMD is the distant No. 2 designer of [graphic processing units (GPUs)](https:\/\/www.fool.com\/terms\/g\/gpu\/) behind market leader **Nvidia**. Intel's market share in GPUs, meanwhile, has dropped to zero, although it wasn't a far fall, with the company having just a 2% market share in PC graphics cards in 2023.\n\nCollapse\n\nAMD\n\n## [NASDAQ: AMD](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/)\nAdvanced Micro Devices\n\nToday's Change\n\n(-0.87%) \\$-1.78\n\nCurrent Price\n\n\\$201.99\n\nUnable to reach the data service. Please check your connection.\n\nYTD\n\n1w\n\n1m\n\n3m\n\n6m\n\n1y\n\n5y\n\nPrice\n\nVS S\\&P\n\n### Key Data Points\nMarket Cap\n\n\\$332B\n\nDay's Range\n\n\\$197.69 - \\$203.27\n\n52wk Range\n\n\\$76.48 - \\$267.08\n\nVolume\n\n29M\n\nAvg Vol\n\n37M\n\nGross Margin\n\n45\\.99%\n\nAMD has struggled against Nvidia, largely due to its inferior software. In a recent study, SemiAnalysis called AMD's out-of-the-box GPUs \"unusable\" for AI training, noting it needed \"multiple teams of AMD engineers\" to help it fix software bugs. However, AMD has been able to carve out a niche in [AI inference](https:\/\/www.fool.com\/terms\/a\/ai-inference\/), with SemiAnalysis saying its customers typically use AMD's GPUs for narrow, well-defined inference use cases.\n\nNonetheless, AMD has been able to see strong data center growth, albeit not nearly at the same scale as Nvidia. Last quarter, it saw its data center revenue surge 122% year over year and 25% sequentially to \\$3.5 billion. The company credited both its Instinct GPUs and EPYC [central processing units (CPUs)](https:\/\/www.fool.com\/terms\/c\/cpu\/) for the jump in sales.\n\nCPUs act as the brain of a computer, while GPUs have superior processing power. While there is a lot of deserved attention on GPUs, AMD has been doing a good jump in the CPU market, noting that it has been taking share in the CPU server market while it also has been doing well in the PC market.\n\nOverall, AMD saw its Q3 revenue climb 18% to \\$6.8 billion and its adjusted EPS jump 31% to \\$0.92. So the company has still been growing nicely despite the dip in its stock price.\n\nCollapse\n\nINTC\n\n## [NASDAQ: INTC](https:\/\/www.fool.com\/quote\/nasdaq\/intc\/)\nIntel\n\nToday's Change\n\n(-2.11%) \\$-0.93\n\nCurrent Price\n\n\\$43.17\n\nUnable to reach the data service. Please check your connection.\n\nYTD\n\n1w\n\n1m\n\n3m\n\n6m\n\n1y\n\n5y\n\nPrice\n\nVS S\\&P\n\n### Key Data Points\nMarket Cap\n\n\\$220B\n\nDay's Range\n\n\\$42.87 - \\$44.12\n\n52wk Range\n\n\\$17.66 - \\$54.60\n\nVolume\n\n2\\.3M\n\nAvg Vol\n\n106M\n\nGross Margin\n\n35\\.24%\n\nIntel, on the other hand, saw its revenue decline last quarter by 6% to \\$13.3 billion, and its adjusted EPS flip to a loss of -\\$0.46 versus a profit of \\$0.41 a year ago. The one bright spot last quarter was its data center and AI segment, which saw revenue rise 9% to \\$3.3 billion. However, when compared to Nvidia and AMD, that is a very modest gain in this segment.\n\nMeanwhile, its largest segment, Client Computing, saw its revenue drop 7% to \\$7.3 billion. By comparison, AMD saw its Client segment revenue surge 29% last quarter to \\$1.9 billion, showing it's making some inroads on Intel's primary PC business.\n\nPerhaps Intel's biggest woes, though, stem from its Foundry segment, which has been a big drag on its results. The company has poured money into this business through [capital expenditures (capex)](https:\/\/www.fool.com\/terms\/c\/capital-expenditure\/), building out new manufacturing facilities. However, the segment has been a consistently large money loser, including reporting a \\$5.8 billion operating loss last quarter, or \\$2.7 billion when excluding a noncash impairment charge.\n\nFollowing the exit of its CEO Pat Gelsinger, Intel has said it could look to spin off its foundry business. The business recently received \\$7.86 billion in direct funding and a 25% investment tax credit from the government to continue to build out its manufacturing footprint in the U.S.\n\n## Valuations and verdict\nFrom a valuation perspective, Intel is the cheaper stock, trading at a [forward price-to-earnings ratio (P\/E)](https:\/\/www.fool.com\/terms\/f\/forward-pe\/) of 12.6 times versus 17.6 times for AMD.\n\n[![INTC PE Ratio (Forward 1y) Chart](https:\/\/media.ycharts.com\/charts\/c1cc3a1e971e4b8fe9628b4a377ca106.png)](https:\/\/ycharts.com\/companies\/INTC\/chart\/)  \n[INTC PE Ratio (Forward 1y)](https:\/\/ycharts.com\/companies\/INTC\/forward_pe_ratio_1y) data by [YCharts](https:\/\/ycharts.com\/).\n\nHowever, if you separately value Intel's core business and its foundry business, its valuation is even more attractive.\n\nIntel's foundry business has been losing lots of money, but it also has a lot of physical assets. Intel has spent \\$68.5 billion in capex, mostly on the foundry business, since the end of 2021 and has \\$104 billion in physical assets on its balance sheet. If you take just its recent capex spending and subtract out its \\$26 billion in net debt, its foundry business would be worth about \\$10 per share on 4.3 billion in shares. It also owns an 88% stake in **Mobileye**, which is worth about \\$11.4 billion, or \\$2.66 per Intel share.\n\nAs such, it is no surprise that the company has been the subject of takeover rumors. There are a lot of hidden physical assets not reflected in its share price, not to mention the government's direct funding and tax incentive.\n\nAMD, meanwhile, has certainly been the stronger of the two businesses, although it hasn't gotten the investor respect it may deserve. If more AI infrastructure turns toward AI inference, it could be in a good place. Meanwhile, investors shouldn't overlook its CPU business, which has been gaining share both in data centers and PCs.\n\nI like both stock as turnaround candidates this year. I like Intel slightly more because of the deep value I think is still in the stock. However, AMD also looks like a solid rebound candidate. Fortunately, investors don't have to choose and can add both stocks to their portfolios if they choose.\n\n## Read Next\nMar 25, 2026\n\n•By [Eric Trie](https:\/\/www.fool.com\/author\/20670\/)\n\n[Stock Market Today, March 25: Advanced Micro Devices Rises After Reports of CPU Price Increases](https:\/\/www.fool.com\/coverage\/stock-market-today\/2026\/03\/25\/stock-market-today-march-25-advanced-micro-devices-rises-after-reports-of-cpu-price-increases\/)\n\nMar 25, 2026\n\n•By [Chris Neiger](https:\/\/www.fool.com\/author\/2065\/)\n\n[Why Advanced Micro Devices Stock is Gaining Today](https:\/\/www.fool.com\/investing\/2026\/03\/25\/why-advanced-micro-devices-stock-is-gaining-today\/)\n\nMar 25, 2026\n\n•By [Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/)\n\n[1 Tech Stock I'm Adding to My Portfolio While Everyone Is Panicking](https:\/\/www.fool.com\/investing\/2026\/03\/25\/tech-stock-add-my-portfolio-everyone-panic-amd\/)\n\nMar 23, 2026\n\n•By [Matt Frankel, CFP](https:\/\/www.fool.com\/author\/2280\/)\n\n[Prediction: This Unstoppable Growth Stock Will Be Worth \\$2 Trillion in the Next 7 Years](https:\/\/www.fool.com\/investing\/2026\/03\/23\/prediction-this-unstoppable-growth-stock-will-be-w\/)\n\nMar 21, 2026\n\n•By [Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/)\n\n[I Just Put More Than \\$10,000 Into These 3 Tech Stocks. Here's Why.](https:\/\/www.fool.com\/investing\/2026\/03\/21\/i-just-put-more-than-10000-into-these-3-tech-stock\/)\n\nMar 19, 2026\n\n•By [Jeremy Bowman](https:\/\/www.fool.com\/author\/1957\/)\n\n[What Companies Does Nvidia Own?](https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/what-does-nvidia-own\/)\n\n### About the Author\n![Geoffrey Seiler](https:\/\/g.foolcdn.com\/avatar\/193486863\/large.ashx?_w=3840)\n\nGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a \\$600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.\n\n[TMFFindProfit](https:\/\/www.fool.com\/author\/20615\/)\n\n*[Geoffrey Seiler](https:\/\/www.fool.com\/author\/20615\/) has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, and Nvidia. The Motley Fool recommends the following options: short February 2025 \\$27 calls on Intel. The Motley Fool has a [disclosure policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/).*\n\n### Stocks Mentioned\n[AM Advanced Micro Devices NASDAQ: AMD\\$202.16 (-0.79%)-\\$1.61](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/)\n\n[IN Intel NASDAQ: INTC\\$43.13 (-2.20%)-\\$0.97](https:\/\/www.fool.com\/quote\/nasdaq\/intc\/)\n\n\\*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.\n\n## Premium Investing Services\nInvest better with The Motley Fool. 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All rights reserved.\n\nMarket data powered by [Xignite](https:\/\/xignite.com\/) and [Polygon.io](https:\/\/polygon.io\/).\n\nAbout The Motley Fool\n\n- [About Us](https:\/\/www.fool.com\/about\/)\n- [Careers](https:\/\/careers.fool.com\/)\n- [Research](https:\/\/www.fool.com\/research\/)\n- [Newsroom](https:\/\/www.fool.com\/contact\/newsroom\/)\n- [Contact](https:\/\/www.fool.com\/legal\/contact-us\/)\n- [Advertise](https:\/\/www.fool.com\/cdn-cgi\/l\/email-protection#dabbbeb3b4abafb3a8b3bfa99abcb5b5b6f4b9b5b7)\n\nOur Services\n\n- [All Services](https:\/\/www.fool.com\/services\/)\n- [Stock Advisor](https:\/\/www.fool.com\/services\/stock-advisor\/)\n- [Epic](https:\/\/www.fool.com\/services\/epic\/)\n- [Epic Plus](https:\/\/www.fool.com\/services\/epic-plus\/)\n- [Fool Portfolios](https:\/\/www.fool.com\/services\/fool-portfolios\/)\n- [Fool One](https:\/\/www.fool.com\/services\/one\/)\n- [Motley Fool Money](https:\/\/www.fool.com\/money\/)\n\nAround the Globe\n\n- [Fool UK](https:\/\/www.fool.co.uk\/)\n- [Fool Australia](https:\/\/www.fool.com.au\/)\n- [Fool Canada](https:\/\/www.fool.ca\/)\n\nFree Tools\n\n- [CAPS Stock Ratings](https:\/\/caps.fool.com\/)\n- [Discussion Boards](https:\/\/discussion.fool.com\/)\n- [Calculators](https:\/\/www.fool.com\/calculators\/index\/)\n- [Financial Dictionary](https:\/\/www.fool.com\/terms\/)\n\nAffiliates & Friends\n\n- [Motley Fool Asset Management](https:\/\/www.fool.com\/affiliates\/mfam\/)\n- [Motley Fool Wealth Management](https:\/\/www.fool.com\/affiliates\/mfwm\/)\n- [Motley Fool Ventures](https:\/\/www.fool.com\/affiliates\/ventures\/)\n- [Fool Community Foundation](https:\/\/www.fool.com\/affiliates\/foundation\/)\n- [Become an Affiliate Partner](https:\/\/www.fool.com\/affiliates\/)\n\n- [Terms of Use](https:\/\/www.fool.com\/legal\/terms-and-conditions\/fool-rules\/ \"Terms of Use\")\n- [Privacy Policy](https:\/\/www.fool.com\/legal\/privacy-statement\/ \"Privacy Policy\")\n- [Disclosure Policy](https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/ \"Disclosure Policy\")\n- [Accessibility Policy](https:\/\/www.fool.com\/legal\/accessibility-policy\/ \"Accessibility Policy\")\n- [Copyright, Trademark and Patent Information](https:\/\/www.fool.com\/legal\/stuff-we-own\/ \"Copyright, Trademark and Patent Information\")\n- [Terms and Conditions](https:\/\/www.fool.com\/legal\/terms-and-conditions\/ \"Terms and Conditions\")\n- [Do Not Sell My Personal Information](https:\/\/www.fool.com\/data-protection\/ccpa-update\/ \"Do Not Sell My Personal Information\")","attrs_readable_markdown":"While several chip stocks had convincing performances in 2024, **Intel** ([INTC](https:\/\/www.fool.com\/quote\/nasdaq\/intc\/) 2\\.11%) and **Advanced Micro Devices** ([AMD](https:\/\/www.fool.com\/quote\/nasdaq\/amd\/) 0\\.87%) were not among them. Intel shares fell about 60% last year, while AMD shares were down about 18%.\n\nLet's examine which semiconductor stock looks like the better rebound candidate in 2025.\n\n## AI afterthoughts\nIn a semiconductor market largely being driven by [artificial intelligence (AI)](https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/), Intel and AMD have largely been afterthoughts. AMD is the distant No. 2 designer of [graphic processing units (GPUs)](https:\/\/www.fool.com\/terms\/g\/gpu\/) behind market leader **Nvidia**. Intel's market share in GPUs, meanwhile, has dropped to zero, although it wasn't a far fall, with the company having just a 2% market share in PC graphics cards in 2023.\n\nAMD\n\nToday's Change\n\n(-0.87%) \\$-1.78\n\nCurrent Price\n\n\\$201.99\n\nAMD has struggled against Nvidia, largely due to its inferior software. In a recent study, SemiAnalysis called AMD's out-of-the-box GPUs \"unusable\" for AI training, noting it needed \"multiple teams of AMD engineers\" to help it fix software bugs. However, AMD has been able to carve out a niche in [AI inference](https:\/\/www.fool.com\/terms\/a\/ai-inference\/), with SemiAnalysis saying its customers typically use AMD's GPUs for narrow, well-defined inference use cases.\n\nNonetheless, AMD has been able to see strong data center growth, albeit not nearly at the same scale as Nvidia. Last quarter, it saw its data center revenue surge 122% year over year and 25% sequentially to \\$3.5 billion. The company credited both its Instinct GPUs and EPYC [central processing units (CPUs)](https:\/\/www.fool.com\/terms\/c\/cpu\/) for the jump in sales.\n\nCPUs act as the brain of a computer, while GPUs have superior processing power. While there is a lot of deserved attention on GPUs, AMD has been doing a good jump in the CPU market, noting that it has been taking share in the CPU server market while it also has been doing well in the PC market.\n\nOverall, AMD saw its Q3 revenue climb 18% to \\$6.8 billion and its adjusted EPS jump 31% to \\$0.92. So the company has still been growing nicely despite the dip in its stock price.\n\nINTC\n\nToday's Change\n\n(-2.11%) \\$-0.93\n\nCurrent Price\n\n\\$43.17\n\nIntel, on the other hand, saw its revenue decline last quarter by 6% to \\$13.3 billion, and its adjusted EPS flip to a loss of -\\$0.46 versus a profit of \\$0.41 a year ago. The one bright spot last quarter was its data center and AI segment, which saw revenue rise 9% to \\$3.3 billion. However, when compared to Nvidia and AMD, that is a very modest gain in this segment.\n\nMeanwhile, its largest segment, Client Computing, saw its revenue drop 7% to \\$7.3 billion. By comparison, AMD saw its Client segment revenue surge 29% last quarter to \\$1.9 billion, showing it's making some inroads on Intel's primary PC business.\n\nPerhaps Intel's biggest woes, though, stem from its Foundry segment, which has been a big drag on its results. The company has poured money into this business through [capital expenditures (capex)](https:\/\/www.fool.com\/terms\/c\/capital-expenditure\/), building out new manufacturing facilities. However, the segment has been a consistently large money loser, including reporting a \\$5.8 billion operating loss last quarter, or \\$2.7 billion when excluding a noncash impairment charge.\n\nFollowing the exit of its CEO Pat Gelsinger, Intel has said it could look to spin off its foundry business. The business recently received \\$7.86 billion in direct funding and a 25% investment tax credit from the government to continue to build out its manufacturing footprint in the U.S.\n\n## Valuations and verdict\nFrom a valuation perspective, Intel is the cheaper stock, trading at a [forward price-to-earnings ratio (P\/E)](https:\/\/www.fool.com\/terms\/f\/forward-pe\/) of 12.6 times versus 17.6 times for AMD.\n\n[![INTC PE Ratio (Forward 1y) Chart](https:\/\/media.ycharts.com\/charts\/c1cc3a1e971e4b8fe9628b4a377ca106.png)](https:\/\/ycharts.com\/companies\/INTC\/chart\/)  \n[INTC PE Ratio (Forward 1y)](https:\/\/ycharts.com\/companies\/INTC\/forward_pe_ratio_1y) data by [YCharts](https:\/\/ycharts.com\/).\n\nHowever, if you separately value Intel's core business and its foundry business, its valuation is even more attractive.\n\nIntel's foundry business has been losing lots of money, but it also has a lot of physical assets. Intel has spent \\$68.5 billion in capex, mostly on the foundry business, since the end of 2021 and has \\$104 billion in physical assets on its balance sheet. If you take just its recent capex spending and subtract out its \\$26 billion in net debt, its foundry business would be worth about \\$10 per share on 4.3 billion in shares. It also owns an 88% stake in **Mobileye**, which is worth about \\$11.4 billion, or \\$2.66 per Intel share.\n\nAs such, it is no surprise that the company has been the subject of takeover rumors. There are a lot of hidden physical assets not reflected in its share price, not to mention the government's direct funding and tax incentive.\n\nAMD, meanwhile, has certainly been the stronger of the two businesses, although it hasn't gotten the investor respect it may deserve. If more AI infrastructure turns toward AI inference, it could be in a good place. Meanwhile, investors shouldn't overlook its CPU business, which has been gaining share both in data centers and PCs.\n\nI like both stock as turnaround candidates this year. I like Intel slightly more because of the deep value I think is still in the stock. However, AMD also looks like a solid rebound candidate. Fortunately, investors don't have to choose and can add both stocks to their portfolios if they choose.","meta_canonical":null}

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Boilerpipe Text	While several chip stocks had convincing performances in 2024, Intel ( INTC 2.11% ) and Advanced Micro Devices ( AMD 0.87% ) were not among them. Intel shares fell about 60% last year, while AMD shares were down about 18%. Let's examine which semiconductor stock looks like the better rebound candidate in 2025. AI afterthoughts In a semiconductor market largely being driven by artificial intelligence (AI) , Intel and AMD have largely been afterthoughts. AMD is the distant No. 2 designer of graphic processing units (GPUs) behind market leader Nvidia . Intel's market share in GPUs, meanwhile, has dropped to zero, although it wasn't a far fall, with the company having just a 2% market share in PC graphics cards in 2023. AMD Today's Change (-0.87%) $-1.78 Current Price $201.99 AMD has struggled against Nvidia, largely due to its inferior software. In a recent study, SemiAnalysis called AMD's out-of-the-box GPUs "unusable" for AI training, noting it needed "multiple teams of AMD engineers" to help it fix software bugs. However, AMD has been able to carve out a niche in AI inference , with SemiAnalysis saying its customers typically use AMD's GPUs for narrow, well-defined inference use cases. Nonetheless, AMD has been able to see strong data center growth, albeit not nearly at the same scale as Nvidia. Last quarter, it saw its data center revenue surge 122% year over year and 25% sequentially to $3.5 billion. The company credited both its Instinct GPUs and EPYC central processing units (CPUs) for the jump in sales. CPUs act as the brain of a computer, while GPUs have superior processing power. While there is a lot of deserved attention on GPUs, AMD has been doing a good jump in the CPU market, noting that it has been taking share in the CPU server market while it also has been doing well in the PC market. Overall, AMD saw its Q3 revenue climb 18% to $6.8 billion and its adjusted EPS jump 31% to $0.92. So the company has still been growing nicely despite the dip in its stock price. INTC Today's Change (-2.11%) $-0.93 Current Price $43.17 Intel, on the other hand, saw its revenue decline last quarter by 6% to $13.3 billion, and its adjusted EPS flip to a loss of -$0.46 versus a profit of $0.41 a year ago. The one bright spot last quarter was its data center and AI segment, which saw revenue rise 9% to $3.3 billion. However, when compared to Nvidia and AMD, that is a very modest gain in this segment. Meanwhile, its largest segment, Client Computing, saw its revenue drop 7% to $7.3 billion. By comparison, AMD saw its Client segment revenue surge 29% last quarter to $1.9 billion, showing it's making some inroads on Intel's primary PC business. Perhaps Intel's biggest woes, though, stem from its Foundry segment, which has been a big drag on its results. The company has poured money into this business through capital expenditures (capex) , building out new manufacturing facilities. However, the segment has been a consistently large money loser, including reporting a $5.8 billion operating loss last quarter, or $2.7 billion when excluding a noncash impairment charge. Following the exit of its CEO Pat Gelsinger, Intel has said it could look to spin off its foundry business. The business recently received $7.86 billion in direct funding and a 25% investment tax credit from the government to continue to build out its manufacturing footprint in the U.S. Valuations and verdict From a valuation perspective, Intel is the cheaper stock, trading at a forward price-to-earnings ratio (P/E) of 12.6 times versus 17.6 times for AMD. INTC PE Ratio (Forward 1y) data by YCharts . However, if you separately value Intel's core business and its foundry business, its valuation is even more attractive. Intel's foundry business has been losing lots of money, but it also has a lot of physical assets. Intel has spent $68.5 billion in capex, mostly on the foundry business, since the end of 2021 and has $104 billion in physical assets on its balance sheet. If you take just its recent capex spending and subtract out its $26 billion in net debt, its foundry business would be worth about $10 per share on 4.3 billion in shares. It also owns an 88% stake in Mobileye , which is worth about $11.4 billion, or $2.66 per Intel share. As such, it is no surprise that the company has been the subject of takeover rumors. There are a lot of hidden physical assets not reflected in its share price, not to mention the government's direct funding and tax incentive. AMD, meanwhile, has certainly been the stronger of the two businesses, although it hasn't gotten the investor respect it may deserve. If more AI infrastructure turns toward AI inference, it could be in a good place. Meanwhile, investors shouldn't overlook its CPU business, which has been gaining share both in data centers and PCs. I like both stock as turnaround candidates this year. I like Intel slightly more because of the deep value I think is still in the stock. However, AMD also looks like a solid rebound candidate. Fortunately, investors don't have to choose and can add both stocks to their portfolios if they choose.
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AMD and Intel have both been AI afterthoughts compared to market leader Nvidia. - Nonetheless, AMD's data center business has been growing strongly. - Meanwhile, Intel offers a lot of hidden but valuable physical assets. While several chip stocks had convincing performances in 2024, Intel ([INTC](https://www.fool.com/quote/nasdaq/intc/) 2\.11%) and Advanced Micro Devices ([AMD](https://www.fool.com/quote/nasdaq/amd/) 0\.87%) were not among them. Intel shares fell about 60% last year, while AMD shares were down about 18%. Let's examine which semiconductor stock looks like the better rebound candidate in 2025. ## AI afterthoughts In a semiconductor market largely being driven by [artificial intelligence (AI)](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/), Intel and AMD have largely been afterthoughts. AMD is the distant No. 2 designer of [graphic processing units (GPUs)](https://www.fool.com/terms/g/gpu/) behind market leader Nvidia. Intel's market share in GPUs, meanwhile, has dropped to zero, although it wasn't a far fall, with the company having just a 2% market share in PC graphics cards in 2023. Collapse AMD ## [NASDAQ: AMD](https://www.fool.com/quote/nasdaq/amd/) Advanced Micro Devices Today's Change (-0.87%) \$-1.78 Current Price \$201.99 Unable to reach the data service. Please check your connection. YTD 1w 1m 3m 6m 1y 5y Price VS S\&P ### Key Data Points Market Cap \$332B Day's Range \$197.69 - \$203.27 52wk Range \$76.48 - \$267.08 Volume 29M Avg Vol 37M Gross Margin 45\.99% AMD has struggled against Nvidia, largely due to its inferior software. In a recent study, SemiAnalysis called AMD's out-of-the-box GPUs "unusable" for AI training, noting it needed "multiple teams of AMD engineers" to help it fix software bugs. However, AMD has been able to carve out a niche in [AI inference](https://www.fool.com/terms/a/ai-inference/), with SemiAnalysis saying its customers typically use AMD's GPUs for narrow, well-defined inference use cases. Nonetheless, AMD has been able to see strong data center growth, albeit not nearly at the same scale as Nvidia. Last quarter, it saw its data center revenue surge 122% year over year and 25% sequentially to \$3.5 billion. The company credited both its Instinct GPUs and EPYC [central processing units (CPUs)](https://www.fool.com/terms/c/cpu/) for the jump in sales. CPUs act as the brain of a computer, while GPUs have superior processing power. While there is a lot of deserved attention on GPUs, AMD has been doing a good jump in the CPU market, noting that it has been taking share in the CPU server market while it also has been doing well in the PC market. Overall, AMD saw its Q3 revenue climb 18% to \$6.8 billion and its adjusted EPS jump 31% to \$0.92. So the company has still been growing nicely despite the dip in its stock price. Collapse INTC ## [NASDAQ: INTC](https://www.fool.com/quote/nasdaq/intc/) Intel Today's Change (-2.11%) \$-0.93 Current Price \$43.17 Unable to reach the data service. Please check your connection. YTD 1w 1m 3m 6m 1y 5y Price VS S\&P ### Key Data Points Market Cap \$220B Day's Range \$42.87 - \$44.12 52wk Range \$17.66 - \$54.60 Volume 2\.3M Avg Vol 106M Gross Margin 35\.24% Intel, on the other hand, saw its revenue decline last quarter by 6% to \$13.3 billion, and its adjusted EPS flip to a loss of -\$0.46 versus a profit of \$0.41 a year ago. The one bright spot last quarter was its data center and AI segment, which saw revenue rise 9% to \$3.3 billion. However, when compared to Nvidia and AMD, that is a very modest gain in this segment. Meanwhile, its largest segment, Client Computing, saw its revenue drop 7% to \$7.3 billion. By comparison, AMD saw its Client segment revenue surge 29% last quarter to \$1.9 billion, showing it's making some inroads on Intel's primary PC business. Perhaps Intel's biggest woes, though, stem from its Foundry segment, which has been a big drag on its results. The company has poured money into this business through [capital expenditures (capex)](https://www.fool.com/terms/c/capital-expenditure/), building out new manufacturing facilities. However, the segment has been a consistently large money loser, including reporting a \$5.8 billion operating loss last quarter, or \$2.7 billion when excluding a noncash impairment charge. Following the exit of its CEO Pat Gelsinger, Intel has said it could look to spin off its foundry business. The business recently received \$7.86 billion in direct funding and a 25% investment tax credit from the government to continue to build out its manufacturing footprint in the U.S. ## Valuations and verdict From a valuation perspective, Intel is the cheaper stock, trading at a [forward price-to-earnings ratio (P/E)](https://www.fool.com/terms/f/forward-pe/) of 12.6 times versus 17.6 times for AMD. [![INTC PE Ratio (Forward 1y) Chart](https://media.ycharts.com/charts/c1cc3a1e971e4b8fe9628b4a377ca106.png)](https://ycharts.com/companies/INTC/chart/) [INTC PE Ratio (Forward 1y)](https://ycharts.com/companies/INTC/forward_pe_ratio_1y) data by [YCharts](https://ycharts.com/). However, if you separately value Intel's core business and its foundry business, its valuation is even more attractive. Intel's foundry business has been losing lots of money, but it also has a lot of physical assets. Intel has spent \$68.5 billion in capex, mostly on the foundry business, since the end of 2021 and has \$104 billion in physical assets on its balance sheet. If you take just its recent capex spending and subtract out its \$26 billion in net debt, its foundry business would be worth about \$10 per share on 4.3 billion in shares. It also owns an 88% stake in Mobileye, which is worth about \$11.4 billion, or \$2.66 per Intel share. As such, it is no surprise that the company has been the subject of takeover rumors. There are a lot of hidden physical assets not reflected in its share price, not to mention the government's direct funding and tax incentive. AMD, meanwhile, has certainly been the stronger of the two businesses, although it hasn't gotten the investor respect it may deserve. If more AI infrastructure turns toward AI inference, it could be in a good place. Meanwhile, investors shouldn't overlook its CPU business, which has been gaining share both in data centers and PCs. I like both stock as turnaround candidates this year. I like Intel slightly more because of the deep value I think is still in the stock. However, AMD also looks like a solid rebound candidate. Fortunately, investors don't have to choose and can add both stocks to their portfolios if they choose. ## Read Next Mar 25, 2026 •By [Eric Trie](https://www.fool.com/author/20670/) [Stock Market Today, March 25: Advanced Micro Devices Rises After Reports of CPU Price Increases](https://www.fool.com/coverage/stock-market-today/2026/03/25/stock-market-today-march-25-advanced-micro-devices-rises-after-reports-of-cpu-price-increases/) Mar 25, 2026 •By [Chris Neiger](https://www.fool.com/author/2065/) [Why Advanced Micro Devices Stock is Gaining Today](https://www.fool.com/investing/2026/03/25/why-advanced-micro-devices-stock-is-gaining-today/) Mar 25, 2026 •By [Geoffrey Seiler](https://www.fool.com/author/20615/) [1 Tech Stock I'm Adding to My Portfolio While Everyone Is Panicking](https://www.fool.com/investing/2026/03/25/tech-stock-add-my-portfolio-everyone-panic-amd/) Mar 23, 2026 •By [Matt Frankel, CFP](https://www.fool.com/author/2280/) [Prediction: This Unstoppable Growth Stock Will Be Worth \$2 Trillion in the Next 7 Years](https://www.fool.com/investing/2026/03/23/prediction-this-unstoppable-growth-stock-will-be-w/) Mar 21, 2026 •By [Geoffrey Seiler](https://www.fool.com/author/20615/) [I Just Put More Than \$10,000 Into These 3 Tech Stocks. Here's Why.](https://www.fool.com/investing/2026/03/21/i-just-put-more-than-10000-into-these-3-tech-stock/) Mar 19, 2026 •By [Jeremy Bowman](https://www.fool.com/author/1957/) [What Companies Does Nvidia Own?](https://www.fool.com/investing/how-to-invest/stocks/what-does-nvidia-own/) ### About the Author ![Geoffrey Seiler](https://g.foolcdn.com/avatar/193486863/large.ashx?_w=3840) Geoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a \$600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College. [TMFFindProfit](https://www.fool.com/author/20615/) [Geoffrey Seiler](https://www.fool.com/author/20615/) has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, and Nvidia. The Motley Fool recommends the following options: short February 2025 \$27 calls on Intel. The Motley Fool has a [disclosure policy](https://www.fool.com/legal/fool-disclosure-policy/). ### Stocks Mentioned [AM Advanced Micro Devices NASDAQ: AMD\$202.16 (-0.79%)-\$1.61](https://www.fool.com/quote/nasdaq/amd/) [IN Intel NASDAQ: INTC\$43.13 (-2.20%)-\$0.97](https://www.fool.com/quote/nasdaq/intc/) \*Average returns of all recommendations since inception. Cost basis and return based on previous market day close. ## Premium Investing Services Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. 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Readable Markdown	While several chip stocks had convincing performances in 2024, Intel ([INTC](https://www.fool.com/quote/nasdaq/intc/) 2\.11%) and Advanced Micro Devices ([AMD](https://www.fool.com/quote/nasdaq/amd/) 0\.87%) were not among them. Intel shares fell about 60% last year, while AMD shares were down about 18%. Let's examine which semiconductor stock looks like the better rebound candidate in 2025. ## AI afterthoughts In a semiconductor market largely being driven by [artificial intelligence (AI)](https://www.fool.com/investing/stock-market/market-sectors/information-technology/ai-stocks/), Intel and AMD have largely been afterthoughts. AMD is the distant No. 2 designer of [graphic processing units (GPUs)](https://www.fool.com/terms/g/gpu/) behind market leader Nvidia. Intel's market share in GPUs, meanwhile, has dropped to zero, although it wasn't a far fall, with the company having just a 2% market share in PC graphics cards in 2023. AMD Today's Change (-0.87%) \$-1.78 Current Price \$201.99 AMD has struggled against Nvidia, largely due to its inferior software. In a recent study, SemiAnalysis called AMD's out-of-the-box GPUs "unusable" for AI training, noting it needed "multiple teams of AMD engineers" to help it fix software bugs. However, AMD has been able to carve out a niche in [AI inference](https://www.fool.com/terms/a/ai-inference/), with SemiAnalysis saying its customers typically use AMD's GPUs for narrow, well-defined inference use cases. Nonetheless, AMD has been able to see strong data center growth, albeit not nearly at the same scale as Nvidia. Last quarter, it saw its data center revenue surge 122% year over year and 25% sequentially to \$3.5 billion. The company credited both its Instinct GPUs and EPYC [central processing units (CPUs)](https://www.fool.com/terms/c/cpu/) for the jump in sales. CPUs act as the brain of a computer, while GPUs have superior processing power. While there is a lot of deserved attention on GPUs, AMD has been doing a good jump in the CPU market, noting that it has been taking share in the CPU server market while it also has been doing well in the PC market. Overall, AMD saw its Q3 revenue climb 18% to \$6.8 billion and its adjusted EPS jump 31% to \$0.92. So the company has still been growing nicely despite the dip in its stock price. INTC Today's Change (-2.11%) \$-0.93 Current Price \$43.17 Intel, on the other hand, saw its revenue decline last quarter by 6% to \$13.3 billion, and its adjusted EPS flip to a loss of -\$0.46 versus a profit of \$0.41 a year ago. The one bright spot last quarter was its data center and AI segment, which saw revenue rise 9% to \$3.3 billion. However, when compared to Nvidia and AMD, that is a very modest gain in this segment. Meanwhile, its largest segment, Client Computing, saw its revenue drop 7% to \$7.3 billion. By comparison, AMD saw its Client segment revenue surge 29% last quarter to \$1.9 billion, showing it's making some inroads on Intel's primary PC business. Perhaps Intel's biggest woes, though, stem from its Foundry segment, which has been a big drag on its results. The company has poured money into this business through [capital expenditures (capex)](https://www.fool.com/terms/c/capital-expenditure/), building out new manufacturing facilities. However, the segment has been a consistently large money loser, including reporting a \$5.8 billion operating loss last quarter, or \$2.7 billion when excluding a noncash impairment charge. Following the exit of its CEO Pat Gelsinger, Intel has said it could look to spin off its foundry business. The business recently received \$7.86 billion in direct funding and a 25% investment tax credit from the government to continue to build out its manufacturing footprint in the U.S. ## Valuations and verdict From a valuation perspective, Intel is the cheaper stock, trading at a [forward price-to-earnings ratio (P/E)](https://www.fool.com/terms/f/forward-pe/) of 12.6 times versus 17.6 times for AMD. [![INTC PE Ratio (Forward 1y) Chart](https://media.ycharts.com/charts/c1cc3a1e971e4b8fe9628b4a377ca106.png)](https://ycharts.com/companies/INTC/chart/) [INTC PE Ratio (Forward 1y)](https://ycharts.com/companies/INTC/forward_pe_ratio_1y) data by [YCharts](https://ycharts.com/). However, if you separately value Intel's core business and its foundry business, its valuation is even more attractive. Intel's foundry business has been losing lots of money, but it also has a lot of physical assets. Intel has spent \$68.5 billion in capex, mostly on the foundry business, since the end of 2021 and has \$104 billion in physical assets on its balance sheet. If you take just its recent capex spending and subtract out its \$26 billion in net debt, its foundry business would be worth about \$10 per share on 4.3 billion in shares. It also owns an 88% stake in Mobileye, which is worth about \$11.4 billion, or \$2.66 per Intel share. As such, it is no surprise that the company has been the subject of takeover rumors. There are a lot of hidden physical assets not reflected in its share price, not to mention the government's direct funding and tax incentive. AMD, meanwhile, has certainly been the stronger of the two businesses, although it hasn't gotten the investor respect it may deserve. If more AI infrastructure turns toward AI inference, it could be in a good place. Meanwhile, investors shouldn't overlook its CPU business, which has been gaining share both in data centers and PCs. I like both stock as turnaround candidates this year. I like Intel slightly more because of the deep value I think is still in the stock. However, AMD also looks like a solid rebound candidate. Fortunately, investors don't have to choose and can add both stocks to their portfolios if they choose.
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