AMD & NVDA Stocks Slip as a New GPU Competitor Enters the Market

FomoAnxiety · 2026-03-13T16:30:40+00:00

Lisuan Technology, a Chinese startup, is entering the GPU market with its 6nm G100 series aimed at mid-range gaming. Amid high GPU demand driven by AI, AMD and Nvidia might face new competition. However, Lisuan must earn developer trust and maintain performance to succeed.

FomoAnxiety

2026-03-13 16:30:40

Abstract generation in progress

Advanced Micro Devices AMD -1.86% ▼ and Nvidia NVDA -1.11% ▼ have new competition in the graphics processing unit (GPU) space. Lisuan Technology is a Chinese startup that is entering the GPU field with the launch of its first 6nm gaming GPU. The G100 series GPU was developed with Lisuan Technology’s own platform and is designed for mid-range PC gaming.

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While a new competitor in the GPU space is unexpected, it does come at a time when demand for GPUs has soared. This has less to do with gaming and more to do with AI. The AI boom and construction of new data centers have greatly boosted demand for GPUs. This has resulted in AMD and Nvidia focusing on this market, which may leave room open for a competitor in the consumer market.

Of course, Lisuan Technology faces an uphill battle to make its mark in the GPU field. While the performance of its GPU is equivalent to GPUs offered by AMD and Nvidia, there’s more to it than that. The company also has to earn the trust of developers, while also maintaining drivers to ensure smooth performance in modern games. Without this, its push into consumer GPUs could end quickly.

How This Has Affected AMD and NVDA Stocks

AMD stock dipped 1.59% on Friday and has fallen 9.13% year-to-date. However, the shares have rallied 95.84% over the past 12 months.

Nvidia stock slipped 0.96% on Friday and was down 2.78% year-to-date. Despite these falls, the shares have increased 50.52% over the past 12 months.

AMD vs. NVDA: Which Stock Is the Better Investment?

Turning to the TipRanks stock comparison tool, traders can see where analysts stand on each of these stocks. NVDA has the better analyst consensus rating at Strong Buy, compared to a Moderate Buy rating for AMD. Nvidia shares also have the higher upside potential at 51.11%, compared to a 47.46% upside potential for AMD.

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