Nvidia's Unsung Heroes

Down 13% to 41%: These 3 NVIDIA Partners Are Raging Back

March 29, 2025 - The semiconductor industry has been on a wild ride in recent months, with NVIDIA (NVDA) being no exception. The company's stock has taken a hit, falling 13% in the past month alone. However, some of NVIDIA's partners have been faring much better. In this article, we'll take a look at three NVIDIA partners that have seen their stocks surge by as much as 41% in the past month.

1. Advanced Micro Devices (AMD)

AMD, a long-time rival of NVIDIA in the graphics processing unit (GPU) market, has seen its stock rise 25% in the past month. The company's recent successes, including the launch of its highly-anticipated Ryzen 7000 series CPUs, have helped drive the growth. AMD's stock is now up 41% year-to-date, outperforming NVIDIA's 13% gain.

2. Intel Corporation (INTC)

Intel, another major player in the semiconductor industry, has seen its stock rise 20% in the past month. The company's recent efforts to revamp its product lineup and improve its manufacturing processes have helped drive the growth. Intel's stock is now up 25% year-to-date, outperforming NVIDIA's 13% gain.

3. Xilinx, Inc. (XLNX)

Xilinx, a leading provider of field-programmable gate array (FPGA) solutions, has seen its stock rise 41% in the past month. The company's recent successes, including the launch of its new Versal series FPGAs, have helped drive the growth. Xilinx's stock is now up 50% year-to-date, significantly outperforming NVIDIA's 13% gain.

While NVIDIA's stock has taken a hit in recent months, its partners have been faring much better. The company's struggles have created opportunities for its partners to gain ground and outperform the market. As the semiconductor industry continues to evolve, it will be interesting to see how NVIDIA's partners continue to perform in the coming months.