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AMD or TEL or TSEM
Which Stock Would AI Choose? Advanced Micro Devices (AMD) vs. TE Connectivity (TEL) vs. Tower Semiconductor (TSEM) Stock Comparison
Key Takeaways
- AMD leads in AI-driven data center growth but faces recent volatility with shares down over 10% in the past month amid broader sector pressures.
- TEL offers stability in connectivity solutions for automotive and industrial sectors, with strong one-year gains of around 39% despite recent supply chain headwinds.
- TSEM posted record Q4 2025 revenue of $440 million, up 14% year-over-year, fueled by analog and photonics demand, though shares have pulled back recently.
- All three stocks show robust one-year performance—AMD up 94%, TEL up 39%, TSEM up 173%—highlighting semiconductor ecosystem strength.
- Recent market activity has pressured prices, with AMD at ~$192, TEL at ~$206, and TSEM at ~$111, reflecting YTD declines amid AI export concerns and supply issues.
- Sector exposure varies: AMD in high-growth CPUs/GPUs, TEL in sensors/connectors, TSEM as a specialized foundry.
Introduction
This comparison examines AMD, TEL, and TSEM—key players in the semiconductor and connectivity ecosystem. AMD designs high-performance processors, TEL provides essential sensors and connectors, and TSEM manufactures analog chips. Traders seeking exposure to AI, automotive electrification, and industrial tech, as well as investors tracking relative performance in volatile markets, will find value in analyzing their business models, recent momentum, and sector positioning. With all three delivering strong one-year returns amid broader chip demand, this review highlights contrasts in growth drivers and risks.
AMD Overview and Recent Performance
Advanced Micro Devices (AMD) is a leading fabless semiconductor designer specializing in CPUs, GPUs, and AI accelerators for data centers, PCs, gaming, and embedded systems. In recent market activity, AMD shares have declined about 10.5% over the past month and 12% year-to-date, trading around $192 amid concerns over AI chip export rules and post-earnings pullbacks. Despite this, the stock boasts a 94% one-year gain, driven by robust data center revenue growth—up significantly in Q4 2025—and expansions like the Ryzen AI 400 Series for AI PCs. Sentiment reflects AI momentum tempered by high valuations (P/E ~73) and sector volatility, with analysts noting strong EPS estimates ahead.
TEL Overview and Recent Performance
TE Connectivity (TEL) manufactures connectivity and sensor solutions for transportation, industrial, and data communications markets, enabling power, signal, and data flow in harsh environments. Recent weeks have seen shares drop around 9% monthly and 9.5% YTD to ~$206, pressured by Middle East supply disruptions but offset by a new $3 billion credit facility and AI-related growth. One-year performance stands at 39%, supported by strong order backlogs and revenue in automotive and energy sectors. Key influences include robust Q1 earnings beats and positioning in EV and data center infrastructure, fostering resilient sentiment despite geopolitical risks.
TSEM Overview and Recent Performance
Tower Semiconductor (TSEM) is an independent foundry providing high-value analog process platforms like SiGe, RF CMOS, and silicon photonics for automotive, industrial, and aerospace applications. Shares have fallen 19% in the past month and 8% YTD to ~$111, despite record Q4 2025 revenue of $440 million (up 14% YoY) and full-year growth to $1.57 billion. A 173% one-year surge reflects photonics partnerships and capacity expansions ($920M CapEx), boosting net profit to $80 million in Q4. Performance is shaped by demand for specialized chips, though broader sector pressures weigh on near-term sentiment.
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Head-to-Head Comparison
AMD’s fabless model drives high-margin growth in AI/data centers but exposes it to intense competition and cyclical PC demand, contrasting TEL’s diversified connectors/sensors for stable industrial/auto exposure with lower volatility. TSEM, as a pure-play foundry, benefits from analog/photonics niches but carries capacity utilization risks. Recent momentum favors none decisively amid sector dips, yet TSEM’s revenue beats shine. Risks include supply chains for TEL, export curbs for AMD, and capex for TSEM. Valuations reflect growth: AMD premium P/E, TEL balanced, TSEM elevated post-earnings. Sentiment tilts toward AI catalysts for AMD/TSEM over TEL’s steadiness.
Tickeron AI Verdict
Tickeron’s AI currently leans toward TSEM due to consistent trend strength from record revenues, photonics catalysts, and relative outperformance (173% one-year vs. peers), positioning it favorably amid foundry demand. AMD trails slightly on short-term stability despite AI upside, while TEL offers lower risk but muted momentum. Probabilistic edge favors TSEM for trend consistency.
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 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 whileTEL’s FA Score has 3 green FA rating(s), and TSEM’s FA Score reflects 2 green FA rating(s).
- AMD’s FA Score: 1 green, 4 red.
- TEL’s FA Score: 3 green, 2 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 TEL’s TA Score has 4 bullish TA indicator(s), and TSEM’s TA Score reflects 6 bullish TA indicator(s).
- AMD’s TA Score: 6 bullish, 4 bearish.
- TEL’s TA Score: 4 bullish, 6 bearish.
- TSEM’s TA Score: 6 bullish, 4 bearish.
Price Growth
AMD (@Semiconductors) experienced а +12.66% price change this week, while TEL (@Electronic Components) price change was +9.91% , 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%.
The average weekly price growth across all stocks in the @Electronic Components industry was +6.72%. For the same industry, the average monthly price growth was +15.46%, and the average quarterly price growth was +26.70%.
Reported Earning Dates
AMD is expected to report earnings on May 05, 2026.
TEL is expected to report earnings on Apr 22, 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.
@Electronic Components (+6.72% weekly)The Electronic Components industry produces electronic equipment for industries and consumer electronics products, such as mobile devices, televisions, and circuit boards. TE Connectivity Ltd, for example, is a company that designs and manufactures connectivity and sensor products for harsh environments in various industries, such as automotive, industrial equipment, aerospace, and oil & gas. Another major player, Corning Inc., makes advanced optics including end-to-end fiber and wireless solutions for communications networks along with various other technologies catering to industrial and scientific applications.
| AMD | TEL | TSEM | |
| Capitalization | 399B | 67.4B | 23.2B |
| EBITDA | 7.28B | 4.47B | 507M |
| Gain YTD | 14.419 | 1.307 | 73.386 |
| P/E Ratio | 93.89 | 33.11 | 104.94 |
| Revenue | 34.6B | 18.1B | 1.51B |
| Total Cash | 10.6B | 1.25B | 1.22B |
| Total Debt | 3.85B | 5.71B | 164M |
AMD | TEL | TSEM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 28 | 26 | 26 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 77 Overvalued | 19 Undervalued | 88 Overvalued | |
PROFIT vs RISK RATING 1..100 | 41 | 23 | 4 | |
SMR RATING 1..100 | 78 | 50 | 78 | |
PRICE GROWTH RATING 1..100 | 6 | 43 | 34 | |
P/E GROWTH RATING 1..100 | 55 | 18 | 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.
TEL's Valuation (19) in the Electronic Components industry is somewhat 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 TEL's stock grew somewhat 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 in the same range as TEL (23) in the Electronic Components industry, and is somewhat better than the same rating for AMD (41) in the Semiconductors industry. This means that TSEM's stock grew similarly to TEL’s and somewhat faster than AMD’s over the last 12 months.
TEL's SMR Rating (50) in the Electronic Components industry is in the same range as TSEM (78) in the Semiconductors industry, and is in the same range as AMD (78) in the Semiconductors industry. This means that TEL's stock grew similarly to TSEM’s and similarly to 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 TEL (43) in the Electronic Components industry. This means that AMD's stock grew similarly to TSEM’s and somewhat faster than TEL’s over the last 12 months.
TSEM's P/E Growth Rating (3) in the Semiconductors industry is in the same range as TEL (18) in the Electronic Components 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 TEL’s and somewhat faster than AMD’s over the last 12 months.
| AMD | TEL | TSEM | |
|---|---|---|---|
| RSI ODDS (%) | 2 days ago 64% | 2 days ago 35% | 2 days ago 60% |
| Stochastic ODDS (%) | 2 days ago 70% | 2 days ago 41% | 2 days ago 54% |
| Momentum ODDS (%) | 2 days ago 73% | 2 days ago 54% | 2 days ago 79% |
| MACD ODDS (%) | 3 days ago 74% | 2 days ago 60% | 2 days ago 76% |
| TrendWeek ODDS (%) | 2 days ago 77% | 2 days ago 56% | 2 days ago 70% |
| TrendMonth ODDS (%) | 2 days ago 77% | 2 days ago 54% | 2 days ago 75% |
| Advances ODDS (%) | 2 days ago 77% | 2 days ago 59% | 3 days ago 68% |
| Declines ODDS (%) | 13 days ago 76% | 13 days ago 51% | 13 days ago 61% |
| BollingerBands ODDS (%) | 2 days ago 67% | 2 days ago 49% | 2 days ago 58% |
| Aroon ODDS (%) | 2 days ago 78% | 2 days ago 53% | 2 days ago 76% |
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TEL and
Correlation & Price change
A.I.dvisor indicates that over the last year, TEL has been closely correlated with KN. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if TEL jumps, then KN could also see price increases.
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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