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EN WIRE · 2026-09-22 05:00

Nvidia Rival AMD Surpasses $1 Trillion in Market Capitalization, Becoming Fourth U.S. Semiconductor Company to Do So

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AMD, the U.S. semiconductor designer and longtime rival of Nvidia, has surpassed $1 trillion in market capitalization, becoming the fourth U.S. semiconductor company to clear the threshold.

원문 주장 (KR)
엔비디아 경쟁사 AMD, '시총 1조 달러' 돌파…미 반도체사 4번째

Entry into the trillion-dollar club

The $1 trillion line has long served as the dividing mark between the largest U.S. technology companies and the rest of the market. AMD's climb past it places the chipmaker in a select cohort, with three U.S. semiconductor companies having reached the level before it.

The milestone caps the Sunnyvale-founded company's transformation from a struggling challenger in CPUs into one of the most valuable firms on the U.S. market, and underlines how sharply investor attention has turned toward the semiconductor sector at the center of the AI buildout.

GPUs, CPUs and the AI race

AMD competes directly with Nvidia, whose GPUs have become the defining hardware of the AI era. AMD's own lineup of CPUs, graphics cards and AI accelerators has positioned it as the principal alternative for data center operators and chip buyers seeking a second source in the AI supply chain.

Its rise through the trillion-dollar mark reflects the premium the market now places on companies with credible stakes in AI hardware, a shift that has lifted valuations across the industry and concentrated trillion-dollar status among a handful of U.S. chipmakers.

The claim that Nvidia rival AMD broke through $1 trillion in market capitalization to become the fourth U.S. semiconductor company to reach the mark is True.

Sources — primary documents (12)
  1. https://www.cnbc.com/2026/09/21/amd-stock-1-trillion-value.html
  2. https://finance.yahoo.com/markets/stocks/articles/amd-stock-crosses-1-trillion-170121700.html
  3. https://data.sec.gov/api/xbrl/companyconcept/CIK0000002488/dei/EntityCommonStockSharesOutstanding.json
  4. https://www.cnbc.com/2023/05/30/nvidia-on-track-to-hit-1-trillion-market-cap-when-market-opens.html
  5. https://www.investopedia.com/broadcom-joins-usd1-trillion-market-cap-club-as-stock-soars-on-ai-demand-8761050
  6. https://www.cnbc.com/2026/05/26/micron-stock-trillion-market-cap.html
  7. https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor
  8. https://ir.amd.com/news-events/press-releases/detail/1292/amd-and-anthropic-announce-strategic-partnership-to-deploy-up-to-2-gigawatts-of-amd-instinct-mi450-series-gpus
  9. https://www.reuters.com/business/amd-becomes-latest-chipmaker-reach-1-trillion-valuation-ai-demand-2026-09-21/
  10. https://www.techpowerup.com/352910/
  11. https://www.amd.com/en/newsroom.html
  12. https://www.amd.com/content/dam/amd/en/images/products/data-centers/5086250-instinct-mi430X-mi440X-mi455X-product.jpg

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