According to recent market information, especially in the context of AMD’s significant strategic cooperation with OpenAI, the A-share market stocks related to Advanced Micro Devices (AMD) mainly cover several key links in the industry chain, from chip packaging and testing to server components.
Information on AMD-Related Stocks and Core Companies in the Industry Chain:
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🔩 Packaging and Testing
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Tongfu Microelectronics (002156): AMD’s largest packaging and testing supplier, undertaking over 80% of its packaging orders, deeply tied to high-end chip business.
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💻 PCB/Carrier Boards
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Shenghong Technology (300476): AMD’s core PCB supplier, providing circuit boards for its graphics cards and AI servers, holding about 40% share of its graphics card PCB market.
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Jingwang Electronics (603228): Products certified for AMD EPYC server platform, an important supplier of high-end server motherboards.
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Huadian Co., Ltd. (002463): Supplies server motherboards, with its high-end communication boards certified for the AMD EPYC platform.
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Shennan Circuit (002916): Products such as ABF carrier boards certified by AMD, are crucial support for high-end chips.
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🔌 Optical Modules/Devices
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Inspur (300308): Its 800G and other high-speed optical modules have been applied in AI servers equipped with AMD GPUs.
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NewEase (300502): Optical module products compatible with AMD MI series chips, have laid out next-generation 1.6T products.
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Tianfu Communication (300394): Provides upstream core optical devices for optical module manufacturers, indirectly benefiting from the demand for optical modules driven by AMD.
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💨 Cooling Solutions
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Lingyi Zhi Manufacturing (002600): Core supplier of cooling modules for AMD graphics cards and servers.
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🛒 Distribution
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China Electronics Port (001309): Authorized distributor for AMD, responsible for channel sales of its data center CPUs and other products.
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Shannon Chip Creation (300475): Received confirmation letter from AMD as a distributor, entering its supply chain system.
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⚙️ IP/Design Services
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XinYuan Co., Ltd. (688521): Provides IP licensing and chip custom design services for AMD’s AI accelerator cards.
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Yibo Technology (301366): Provides PCB design and rapid prototyping services for chip testing and validation for AMD.
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Other Collaborations
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Sinochem Geotechnical (002542): Products from its subsidiary, Chesu Technology, are compatible with AMD high-performance GPU servers.
💡 Investment Considerations
When focusing on these concept stocks, there are several points to note:
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Varying Depth of Cooperation: The business closeness and order scale with AMD vary significantly among companies. For example, Tongfu Microelectronics, as a core packaging supplier, has a deeply tied cooperative relationship with AMD, making its performance more directly influenced by AMD.
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Focus on Core Beneficiary Links: AMD’s cooperation with OpenAI focuses on AI computing power deployment, which will directly drive the demand for high-end AI chips. Therefore, related links such as advanced packaging (e.g., Tongfu Microelectronics), high-end PCBs (e.g., Shenghong Technology), and high-speed optical modules (e.g., Inspur) may be more resilient.
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Be Aware of Stock Price Volatility Risks: The stock price performance of concept stocks is influenced not only by the company’s fundamentals but also closely related to AMD’s market progress, industry competition landscape, and A-share market sentiment, which may lead to significant fluctuations.
Special Statement: The content related to this account is compiled from publicly available historical data on the internet. If there are any errors, please refer to the latest information. This is for research and discussion purposes only and does not constitute any investment advice. Please do not use this as a basis for investment decisions. If there are any inaccuracies, please feel free to provide corrections. Investment involves risks; please invest cautiously.