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AMD Fell 8% as China Unveils New Technology — the Real Risk Is the Multiple, Not the Lithography
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China’s breakthrough in domestic chipmaking equipment sparked a major semiconductor sell-off, dragging down Advanced Micro Devices, Inc. (NASDAQ:AMD) despite strong fundamentals.
Advanced Micro Devices, Inc. (NASDAQ:AMD) fell over 8%, recording the steepest decline among its peers.
Post-drop, Advanced Micro Devices, Inc. (NASDAQ:AMD) is trading near a forward P/E of 60 – approximately two times the industry median of 30x.
Bottom LineAdvanced Micro Devices, Inc. (NASDAQ:AMD)’s sell-off mispriced the risk to its EUV-based accelerator roadmap.
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