金色财经|6月 12, 2026 14:56
[ARM Surges Nearly 10%, Bank of America Predicts Server CPU Market to Quadruple by 2030]
According to a report by Jinse Finance, on June 12, ARM surged nearly 10%, closing at $376.18. On the news front, Bank of America Global Research analyst Vivek Arya has recently predicted 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.'
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