CoderSeoul

## Introduction: The Underdog No More

For decades, the semiconductor industry operated under a predictable hierarchy. In the world of central processing units (CPUs), Advanced Micro Devices (AMD) was the perpetual challenger, the scrappy underdog forever in the shadow of the colossal Intel. In the burgeoning market for graphics processing units (GPUs), it was a distant second to the dominant force of Nvidia. This narrative, etched into the minds of investors and technologists alike, defined AMD's role in the market—always competitive, rarely dominant.

Then came October 6th, 2025. On that day, the market was jolted into a radical re-evaluation. AMD's stock (NASDAQ: AMD) surged by an astonishing 24% in a single session, a move of seismic proportions for a company of its scale. The catalyst was not an earnings beat or a minor product launch, but a landmark strategic partnership with OpenAI, the undisputed leader in artificial intelligence research and deployment. This alliance was more than a major sales contr