{"id":4227,"date":"2025-10-06T14:34:38","date_gmt":"2025-10-06T18:34:38","guid":{"rendered":"https:\/\/www.inflation.us\/news\/?p=4227"},"modified":"2026-04-28T00:57:35","modified_gmt":"2026-04-28T04:57:35","slug":"amd-ai-expansion-undervalued-stock-017x-revenue","status":"publish","type":"post","link":"https:\/\/www.inflation.us\/news\/articles\/amd-ai-expansion-undervalued-stock-017x-revenue\/","title":{"rendered":"AMD\u2019s AI Expansion Is Exploding: This Stock Trades at Just 0.17\u00d7 Revenue"},"content":{"rendered":"\n\n
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\n NIA Announces Trio-Tech International (NYSE American: TRT) as Its #2 Favorite Overall Stock Suggestion for 2026
\n \n (Originally Introduced at $6.00 Per Share \u2014 Now $3.00 Split-Adjusted<\/em>)\n <\/span>\n <\/h1>\n

\n Trio-Tech International (TRT)<\/strong> is a California-based semiconductor testing and equipment company with deep operational roots across Asia\u2019s manufacturing hubs. We believe it represents one of the most undervalued beneficiaries of the AMD\u2013OpenAI GPU build-out<\/strong> and the accelerating global shift toward AI, electric vehicles, and industrial automation<\/strong>.\n <\/p>\n <\/header>\n\n \n

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\n Important Share Split Notice:<\/strong>
\n On January 5, 2026<\/strong>, Trio-Tech International completed a 2-for-1 forward stock split<\/strong>.\n As a result, NIA\u2019s original suggestion price of $6.00 per share<\/strong> when this report was first published on\n October 6<\/strong> is now equivalent to $3.00 per share on a split-adjusted basis<\/strong>.\n

\n All valuation metrics below are shown for clarity using the original (pre-split)<\/strong> figures unless otherwise stated.\n <\/p>\n <\/div>\n <\/section>\n\n

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Breaking Catalyst<\/h2>\n

\n AMD and OpenAI today announced<\/strong> a strategic chip-supply agreement under which AMD will deliver\n up to 6 gigawatts of AI GPUs<\/strong>, beginning with an initial 1 GW deployment in the second half of 2026.\n This marks AMD\u2019s largest AI infrastructure expansion to date \u2014 and directly lifts demand for back-end testing and\n reliability systems manufactured and distributed by Trio-Tech International (TRT)<\/strong>,\n one of AMD\u2019s longest-standing partners.\n <\/p>\n <\/div>\n <\/section>\n\n

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Why We\u2019re Excited About TRT<\/h2>\n
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  • Tier-One Customer Base:<\/strong> Past 10-Ks named AMD, Infineon, and NXP as top clients. Newer filings anonymize them as \u201cCustomer A\/B\/C,\u201d still contributing \u2248 20 %, 17 %, and 10 % of revenue \u2014 indicating those relationships remain intact.<\/li>\n
  • Leverage to AI, EV, and Automation Growth:<\/strong>\n
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    • AI Data Center Power<\/strong> \u2013 testing systems essential for the new AMD\u2013OpenAI GPU farms.<\/li>\n
    • EV Power Modules<\/strong> \u2013 Dynamic HTOL equipment for SiC\/GaN devices built to AQG-324 automotive reliability standards.<\/li>\n
    • Industrial Electronics<\/strong> \u2013 segment revenue +70 % YoY in Q4 FY25, supplying automation and POS components across Asia.<\/li>\n <\/ul>\n <\/li>\n
    • Financial Strength:<\/strong> $19.5 M cash vs. $25.9 M market cap \u2192 enterprise value \u2248 $6.4 M on $36.5 M FY25 revenue (< 0.18\u00d7 EV\/Rev).<\/li>\n
    • Share Buyback:<\/strong> $1 M authorization underway \u2014 signal of confidence without dilution.<\/li>\n
    • Decades-long credibility:<\/strong> Trio-Tech has quietly supported AMD for over 20 years with no paid influencers or hype.<\/li>\n <\/ul>\n <\/section>\n\n
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      \n Key Metrics (Originally Calculated at $6.00 per share \u2014 $3.00 split-adjusted)\n <\/h2>\n\n
      \n \n \n \n \n \n \n \n \n \n \n \n \n \n
      Metric<\/th>\n Value<\/th>\n <\/tr>\n <\/thead>\n
      Original Alert Price (Oct 6)<\/td>\n $6.00<\/strong> (=$3.00 split-adjusted)<\/td>\n <\/tr>\n
      Shares Outstanding (pre-split)<\/td>\n 4,312,805<\/td>\n <\/tr>\n
      Market Capitalization<\/td>\n $25.9 M<\/td>\n <\/tr>\n
      Cash & Deposits (FY25 end)<\/td>\n $19.5 M<\/td>\n <\/tr>\n
      Enterprise Value (EV)<\/td>\n \u2248 $6.4 M<\/td>\n <\/tr>\n
      Revenue (FY25)<\/td>\n $36.47 M (+10 % YoY in Q4)<\/td>\n <\/tr>\n
      Operating Income (Q4 FY25)<\/td>\n $0.47 M (+30 % YoY)<\/td>\n <\/tr>\n
      EV \/ Revenue Multiple<\/td>\n 0.17\u00d7<\/strong><\/td>\n <\/tr>\n
      Peer Comparison (AEHR)<\/td>\n 16.16\u00d7 EV\/Rev (~100\u00d7 higher)<\/td>\n <\/tr>\n <\/tbody>\n <\/table>\n <\/div>\n <\/section>\n\n
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      Our Outlook<\/h2>\n

      \n Trio-Tech is a quietly profitable, cash-rich supplier embedded within Asia\u2019s semiconductor supply chain.\n With AMD expanding its AI GPU footprint and the global adoption of SiC and GaN power devices accelerating,\n TRT\u2019s products and test services sit squarely at the intersection of AI, EV, and industrial automation<\/strong>.\n <\/p>\n <\/section>\n\n