# AMD has entered into an agreement with Meta Platforms that could reach $60bn over 5 years, including a potential equity stake of up to 10%.

*semiconductor · news · 2026-05-05 · MarketScreener*

## Key points

- AMD has signed a potential $60bn, 5-year agreement with Meta Platforms including up to 10% equity.
- AMD's recent stock price surge of 60% has outpaced both Nvidia and the Philadelphia semiconductor index.
- AMD still relies on TSMC's limited foundry capacity, potentially restricting its growth despite demand.
- A global memory shortage for high-bandwidth components is likely to increase prices and impact electronics.

**Companies:** Nvidia, Meta Platforms, TSMC, AMD, Intel
**Countries:** United States, Taiwan

[Read the full story on MarketScreener](https://www.marketscreener.com/news/amd-raises-guidance-on-the-back-of-artificial-intelligence-boom-ce7f58ddd98af323)

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