A new report suggests server processor pricing could move upward in 2026, with Intel and AMD reportedly considering increases of up to 15%. The claim is tied to sustained data center demand and the ...

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

CPUs are still necessary, though, and that fact is now buoying Intel's server CPU business. According to Vinh, Intel is nearly sold out of server CPUs for 2026 as hyperscalers ramp up data center ...

AMD has been kicking ass in the CPU market for years now, with another great quarter enjoyed by the company for Q2 2024... recording the highest server CPU market share in DECADES. In a new report ...

AMD’s x86 CPU share gains against Intel in the desktop and server segments were due in part to ‘surprisingly strong’ shipments of the company’s Ryzen 5000 processors as well as its 4 th - Gen EPYC ...

Advanced Micro Devices, Inc (NASDAQ:AMD) claims it holds a 33% share in the server CPU market as it prepares to launch its next-gen “Turin” processors and unveils a GPU roadmap following the MI300 ...

CEO Chen is betting on Edge AI - which can run AI algorithms locally rather than in the cloud - to boost the adoption of RISC ...

Intel saw its server CPU sales drop again in 2024, continuing a slide that began in 2022. As Sravan Kundojjala of SemiAnalysis points out on X (formerly Twitter), this is the second year in a row that ...

I reiterate a “Buy” rating for Taiwan Semiconductor Manufacturing Company Limited with a one-year target price of US$240 per share, driven by strong AI demand and advanced processes. TSMC's 2nm and ...