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AMD or QCOM or TSEM
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. Qualcomm (QCOM) vs. Tower Semiconductor (TSEM) Stock Comparison
Key Takeaways
- AMD has shown resilience in recent market activity with partnerships boosting AI data center exposure, though facing sector-wide volatility.
- QCOM has underperformed year-to-date amid declining earnings estimates and mobile market pressures, trading at relatively attractive valuations.
- TSEM leads with strong momentum, driven by record revenues, capacity expansions in silicon photonics (SiPho), and AI infrastructure demand.
- All three operate in the semiconductor sector but differ in focus: AMD on CPUs/GPUs, QCOM on wireless/AI edge, and TSEM as a specialty foundry.
- Recent weeks highlight TSEM's outperformance with YTD gains over 40%, contrasting QCOM's 25%+ decline.
- AI-driven demand remains a key growth driver across the trio, influencing relative performance and sentiment.
Introduction
This comparison examines AMD (Advanced Micro Devices), QCOM (Qualcomm), and TSEM (Tower Semiconductor) within the competitive semiconductor landscape. These firms cater to high-growth areas like AI, data centers, mobile connectivity, and analog solutions, making them relevant for investors tracking tech sector trends. Traders focused on relative performance, momentum shifts, and sector exposure will find value in understanding their business models, recent price behaviors, and market positioning amid ongoing AI demand and supply chain dynamics.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD), a leading designer of high-performance CPUs, GPUs, and AI accelerators, operates in data centers, client computing, and embedded segments. Recent market activity has seen AMD stock experience volatility, with dips amid broader semiconductor weakness but resilience from AI momentum. Shares recently closed around $196 after a 3% decline in a session, reflecting sector pressures, yet year-over-year gains exceed 90% driven by data center growth. Key influences include expanded partnerships, such as with Samsung for next-generation AI memory and Meta for GPU deployments, alongside strong EPYC processor demand. Sentiment remains supported by AI infrastructure scaling, though competition from Nvidia and Intel tempers gains in recent weeks.
QCOM Overview and Recent Performance
Qualcomm (QCOM) specializes in wireless technologies, including 5G modems, processors for mobile and automotive, and edge AI solutions across QCT (chip design) and QTL (licensing) segments. In recent market activity, QCOM shares have faced downward pressure, declining over 25% year-to-date and around 11% in the past month, underperforming the sector. Closing near $127, the stock reflects challenges like softening mobile demand, declining earnings estimates (down 1.6-2.6% recently), and competition in key markets. Positive factors include diversification into automotive and robotics, with initiatives like 6G coalitions and AI stacks, but sentiment is cautious amid Zacks Rank #5 (Strong Sell) status.
TSEM Overview and Recent Performance
Tower Semiconductor (TSEM), an independent foundry, delivers customizable analog processes like SiGe, BiCMOS, RF CMOS, and SiPho for consumer, automotive, and AI applications. Recent performance has been robust, with shares up over 40% year-to-date and parabolic moves in recent weeks, supported by record Q4 2025 revenue of $440 million (up 14% YoY). Trading around $172 recently, momentum stems from AI-driven demand, with expansions like 300mm capacity in Japan, strategic TPSCo restructuring, and SiPho advancements (e.g., 400Gbps/lane demos). High capacity utilization and $920 million CapEx for photonics bolster sentiment, positioning TSEM strongly despite geopolitical risks.
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Head-to-Head Comparison
AMD, QCOM, and TSEM share semiconductor exposure but contrast in models: AMD as a fabless designer emphasizes data center CPUs/GPUs with AI growth drivers like EPYC/Instinct; QCOM balances wireless licensing (high margins) and chips for mobile/automotive/edge AI; TSEM as a pure-play foundry focuses on specialty analog/SiPho for diversified end-markets. Recent momentum favors TSEM (YTD +40%, 1Y +300%+) over AMD (YTD -9%, 1Y +90%) and QCOM (YTD -26%, 1Y -19%). Risk factors include geopolitical tensions for TSEM, mobile softness/competition for QCOM, and Nvidia rivalry for AMD. Valuation sensitivity is highest for AMD (elevated P/E), while QCOM appears cheaper; market sentiment tilts to AI catalysts, with TSEM's capacity ramps offering trade-offs in scale versus AMD/QCOM's end-product integration.
Tickeron AI Verdict
Tickeron’s AI currently favors TSEM due to superior trend consistency from record revenues, SiPho expansions, and relative outperformance in AI photonics demand. While AMD benefits from data center catalysts and QCOM from diversification, TSEM's momentum and lower downside risk in foundry utilization suggest a higher probability of near-term strength in the semiconductor rally.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMD’s FA Score shows that 1 FA rating(s) are green whileQCOM’s FA Score has 2 green FA rating(s), and TSEM’s FA Score reflects 2 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- QCOM’s FA Score: 2 green, 3 red.
- TSEM’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMD’s TA Score shows that 6 TA indicator(s) are bullish while QCOM’s TA Score has 5 bullish TA indicator(s), and TSEM’s TA Score reflects 6 bullish TA indicator(s).
- AMD’s TA Score: 6 bullish, 4 bearish.
- QCOM’s TA Score: 5 bullish, 2 bearish.
- TSEM’s TA Score: 6 bullish, 4 bearish.
Price Growth
AMD (@Semiconductors) experienced а +12.66% price change this week, while QCOM (@Semiconductors) price change was +0.99% , and TSEM (@Semiconductors) price fluctuated +2.93% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was +6.73%. For the same industry, the average monthly price growth was +4.51%, and the average quarterly price growth was +18.06%.
Reported Earning Dates
AMD is expected to report earnings on May 05, 2026.
QCOM is expected to report earnings on Apr 29, 2026.
TSEM is expected to report earnings on May 18, 2026.
Industries' Descriptions
@Semiconductors (+6.73% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
| AMD | QCOM | TSEM | |
| Capitalization | 399B | 137B | 23.2B |
| EBITDA | 7.28B | 14.8B | 507M |
| Gain YTD | 14.419 | -24.652 | 73.386 |
| P/E Ratio | 93.89 | 25.82 | 104.94 |
| Revenue | 34.6B | 44.9B | 1.51B |
| Total Cash | 10.6B | 11.8B | 1.22B |
| Total Debt | 3.85B | 14.8B | 164M |
AMD | QCOM | TSEM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 54 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 8 Undervalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 41 | 90 | 4 | |
SMR RATING 1..100 | 78 | 42 | 78 | |
PRICE GROWTH RATING 1..100 | 6 | 64 | 34 | |
P/E GROWTH RATING 1..100 | 55 | 16 | 3 | |
SEASONALITY SCORE 1..100 | 50 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
QCOM's Valuation (8) in the Telecommunications Equipment industry is significantly better than the same rating for AMD (77) in the Semiconductors industry, and is significantly better than the same rating for TSEM (88) in the Semiconductors industry. This means that QCOM's stock grew significantly faster than AMD’s and significantly faster than TSEM’s over the last 12 months.
TSEM's Profit vs Risk Rating (4) in the Semiconductors industry is somewhat better than the same rating for AMD (41) in the Semiconductors industry, and is significantly better than the same rating for QCOM (90) in the Telecommunications Equipment industry. This means that TSEM's stock grew somewhat faster than AMD’s and significantly faster than QCOM’s over the last 12 months.
QCOM's SMR Rating (42) in the Telecommunications Equipment industry is somewhat better than the same rating for TSEM (78) in the Semiconductors industry, and is somewhat better than the same rating for AMD (78) in the Semiconductors industry. This means that QCOM's stock grew somewhat faster than TSEM’s and somewhat faster than AMD’s over the last 12 months.
AMD's Price Growth Rating (6) in the Semiconductors industry is in the same range as TSEM (34) in the Semiconductors industry, and is somewhat better than the same rating for QCOM (64) in the Telecommunications Equipment industry. This means that AMD's stock grew similarly to TSEM’s and somewhat faster than QCOM’s over the last 12 months.
TSEM's P/E Growth Rating (3) in the Semiconductors industry is in the same range as QCOM (16) in the Telecommunications Equipment industry, and is somewhat better than the same rating for AMD (55) in the Semiconductors industry. This means that TSEM's stock grew similarly to QCOM’s and somewhat faster than AMD’s over the last 12 months.
| AMD | QCOM | TSEM | |
|---|---|---|---|
| RSI ODDS (%) | 1 day ago 64% | 1 day ago 70% | 1 day ago 60% |
| Stochastic ODDS (%) | 1 day ago 70% | 1 day ago 71% | 1 day ago 54% |
| Momentum ODDS (%) | 1 day ago 73% | N/A | 1 day ago 79% |
| MACD ODDS (%) | 3 days ago 74% | 1 day ago 69% | 1 day ago 76% |
| TrendWeek ODDS (%) | 1 day ago 77% | 1 day ago 64% | 1 day ago 70% |
| TrendMonth ODDS (%) | 1 day ago 77% | 1 day ago 67% | 1 day ago 75% |
| Advances ODDS (%) | 1 day ago 77% | 1 day ago 64% | 3 days ago 68% |
| Declines ODDS (%) | 13 days ago 76% | 5 days ago 73% | 13 days ago 61% |
| BollingerBands ODDS (%) | 1 day ago 67% | 1 day ago 68% | 1 day ago 58% |
| Aroon ODDS (%) | 1 day ago 78% | 1 day ago 69% | 1 day ago 76% |
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QCOM and
Correlation & Price change
A.I.dvisor indicates that over the last year, QCOM has been closely correlated with LRCX. These tickers have moved in lockstep 80% of the time. This A.I.-generated data suggests there is a high statistical probability that if QCOM jumps, then LRCX could also see price increases.
| Ticker / NAME | Correlation To QCOM | 1D Price Change % | ||
|---|---|---|---|---|
| QCOM | 100% | +0.24% | ||
| LRCX - QCOM | 80% Closely correlated | +1.89% | ||
| KLAC - QCOM | 78% Closely correlated | +0.58% | ||
| AMKR - QCOM | 76% Closely correlated | +5.11% | ||
| NXPI - QCOM | 75% Closely correlated | -0.63% | ||
| AMAT - QCOM | 74% Closely correlated | +0.42% | ||
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TSEM and
Correlation & Price change
A.I.dvisor indicates that over the last year, TSEM has been loosely correlated with MTSI. These tickers have moved in lockstep 64% of the time. This A.I.-generated data suggests there is some statistical probability that if TSEM jumps, then MTSI could also see price increases.
| Ticker / NAME | Correlation To TSEM | 1D Price Change % | ||
|---|---|---|---|---|
| TSEM | 100% | -0.11% | ||
| MTSI - TSEM | 64% Loosely correlated | +4.20% | ||
| AMKR - TSEM | 61% Loosely correlated | +5.11% | ||
| AMBA - TSEM | 60% Loosely correlated | -0.86% | ||
| KLIC - TSEM | 60% Loosely correlated | +0.86% | ||
| KLAC - TSEM | 60% Loosely correlated | +0.58% | ||
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