AMD Q1 earnings exceeded expectations, driven by strong AI computing power demand —— 3132 HK provides one-click exposure to global semiconductor leaders

Another bombshell hits the semiconductor industry! Global computing giant $Advanced Micro Devices (AMD.US)$Just announced a stellar earnings report for the first quarter of 2026, with all financial metrics significantly surpassing market expectations, once again demonstrating the robust demand for AI (Artificial Intelligence) and data centers [1].

AMD Earnings Highlights: Data Center Business as Core Engine

According to the latest earnings report, $Advanced Micro Devices (AMD.US)$First-quarter revenue reached USD 10.3 billion, a substantial year-on-year increase38%, representing a significant year-over-year increase, surpassing market expectations of USD 9.85 billion. [2]

Data Center Business Soars: Revenue hit USD 5.8 billion, showing a sharp year-over-year increase 57%This is primarily attributable to robust shipments of its Instinct™ MI300 series AI accelerators and the continued growth in market share for its EPYC™ server processors.

Significant improvement in profitability: Earnings per share (EPS) after adjustment reached $1.37, a year-over-year increase of 43%。

Deepening strategic cooperation: Meta has announced plans to deploy up to 6 GW (Gigawatt) of AMD Instinct GPUs, demonstrating strong recognition from top cloud providers for AMD's AI products.

Strong guidance: The company expects second-quarter revenue to further rise to approximately $11.2 billion (a year-over-year increase of about 46%), surpassing the Bloomberg-compiled analyst consensus expectation of $10.5 billion, signaling extremely optimistic prospects.

Investment Insights: AI Wave Creates Opportunities

AMD’s robust performance once again confirms the strong demand for AI computing power[1], benefiting the entire semiconductor value chain. For investors, how to systematically capture these opportunities has become an important topic.

Four advantages of choosing 3132.HK (Samsung Bloomberg Global Semiconductor ETF):

1. Focused on the world's top 20 industry leaders3132.HK closely tracks the 'Bloomberg Global Semiconductor 20 Large Index,' whose components are the "core brains" driving AI advancement.

2. Includes leading companies such as AMD: As one of the key components of this ETF, AMD’s explosive earnings directly enhance the portfolio's growth potential. At the same time, 3132.HK also encompasses top global semiconductor supply chain firms like NVIDIA, Taiwan Semiconductor (TSMC), Samsung Electronics, and SK Hynix.

3. Risk diversification: Instead of bearing the high volatility of a single stock, 3132.HK uses professional index screening to allow investors to capture opportunities across the entire value chain (design, manufacturing, equipment).

4. Traded in Hong Kong dollars, compliant and convenient:Listed in Hong Kong dollars on the Hong Kong Stock Exchange, regulated by the Securities and Futures Commission, it provides a direct avenue for Hong Kong investors to allocate global semiconductor assets.

Seize the AI era and closely follow the leaders taking off.

Now through $Samsung Bloomberg Global Semiconductor ETF (03132.HK)$, you no longer need to agonize over choosing among numerous chip stocks; with one click, you can capture the world’s top 20 semiconductor leaders, including $Advanced Micro Devices (AMD.US)$, standing on the shoulders of tech giants and seizing the next wave of AI growth opportunities.

Data source:

[1] CNBC (May 6, 2026)

Bloomberg, as of May 6, 2026

Samsung Asset Management, data as of May 6, 2026

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