Intel and AMD to Benefit from Rising Server CPU Demand
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy INTC?
Source: seekingalpha
- Intel Price Increase: Intel is raising prices for both its server and client CPUs, as analyst John Vinh noted, which is expected to enhance revenue, particularly as yields on its 18A manufacturing node have improved to 65%, indicating significant production efficiency gains.
- Design Wins: Intel likely secured design wins for Apple's low-end M-series processors with its 14A manufacturing node, which not only strengthens its partnership with Apple but could also lead to substantial revenue for future product lines.
- AMD Supply Chain Expansion: AMD is expected to receive an uptick in chip-on-wafer substrate supply from Taiwan Semiconductor, moving to 80,000 interposers in 2026 from 70,000 in 2025, which will bolster AMD's competitive position in the market.
- AI GPU Market Outlook: AMD's outlook for AI GPUs is optimistic, projected to reach approximately $16.5 billion, up from a prior estimate of $14.5 billion, indicating that the company will capture more market share in the rapidly growing AI sector.
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Analyst Views on INTC
Wall Street analysts forecast INTC stock price to fall
29 Analyst Rating
5 Buy
19 Hold
5 Sell
Hold
Current: 52.910
Low
20.00
Averages
39.30
High
52.00
Current: 52.910
Low
20.00
Averages
39.30
High
52.00
About INTC
Intel Corporation is a global designer and manufacturer of semiconductor products. The Company operates through three segments: Intel Products, Intel Foundry, and All Other. Its Intel Products segment includes Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX). The CCG is bringing together the operating system, system architecture, hardware, and software application integration to enable PC experiences. DCAI delivers workload-optimized solutions to cloud service providers and enterprises, along with silicon devices for communications service providers, network and edge, and HPC customers. NEX helps networks and edge compute systems from fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Intel Foundry segment comprises technology development, manufacturing and foundry services. All Other segments include Altera, Mobileye, Other.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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