Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. AMD (NasdaqGS:AMD) is reported to be facing server CPU supply shortages as global AI ...

Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand and intensifying ...

Intel Corp. (NASDAQ: INTC) and Advanced Micro Devices Inc. (NASDAQ: AMD) are facing tightening server CPU supplies in China as booming AI infrastructure demand strains the global chip pipeline. The ...

Server demand is stretching lead times, and gaming rigs are set to take the hit. The broader tech supply chain is under serious pressure thanks to the infrastructure buildout, and shortages in DRAM, ...

Intel and Advanced Micro Devices have warned customers in China of tightening supplies for server processors, with some Intel chips now facing delivery delays of up to six months. The crunch, driven ...

Intel warns of delivery lead times of up to six months for some CPUs, sources say Intel server products in China now cost '10% more generally', source says Delivery lead times for some AMD products ...

Intel and AMD have a near monopoly on the global server CPU market. According to a report released by UBS in January 2026, Intel's server CPU market share is expected to decline from over 90% in 2019 ...

Broadcom is projected to retain its leadership as an artificial intelligence server compute ASIC design partner with 60% of market share in 2027, according to an analysis by Counterpoint Research. The ...

Arm Holdings plc (NASDAQ:ARM) is one of the AI Stocks Analysts Are Watching. On January 21, Susquehanna analyst Christopher Rolland upgraded the stock from Neutral to “Positive” and maintained a price ...

Investing.com - Aletheia has released a new research note questioning whether current forecasts for AMD’s (NASDAQ:AMD) server CPU business might be too conservative. The chipmaker’s stock has surged ...

Intel (NASDAQ:INTC), a designer and manufacturer of microprocessors and related semiconductor products, closed Tuesday at $48.56, up 3.41%. Shares moved higher after multiple brokerages upgraded the ...