金色财经|Jun 12, 2026 14:30
[Intel Rises Over 5%, Bank of America Predicts Server CPU Market to Quadruple by 2030]
According to a report by Jinse Finance, on June 12, Intel surged over 5%, closing at $123. On the news front, Bank of America Global Research analyst Vivek Arya has made a new prediction that the total addressable market (TAM) for server CPUs will skyrocket from $35 billion in 2025 to over $170 billion by 2030, a fourfold increase. This far exceeds the bank's previous forecast of $125 billion for the server CPU market in 2030.
Arya wrote in the report: 'We believe the rise of generative AI is a powerful demand accelerator, not only expanding the market opportunities for CPUs but also benefiting Intel, AMD, and challengers based on the Arm architecture.'
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink