CPU shortages continue as Intel, AMD, and MediaTek boost production, but rising AI demand keeps prices climbing across global ...

When Intel (NASDAQ:INTC) released its Q1 2026 earnings last week, the semiconductor sector got a clear signal: the AI demand story holds firm, and it’s expanding beyond GPUs into CPUs. Intel’s overall ...

And that means CPU content per AI system is on the rise at the same time that the number of AI systems (and the aggregate ...

CPU prices are on the rise, according to Intel, due to AI demand as data centers shift their focus from training AI to ...

Intel Corporation is downgraded to Hold, as shares now trade at a fully valued 18.3x EV/EBITDA, limiting near-term upside.

Intel’s latest earnings call highlighted a major shift in AI infrastructure from GPU-heavy training to CPU-driven inference, with demand already pushing CPU prices higher. The company reported ...

Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined, with demand ...

Check out this gaming PC with a Zhaoxin KaiXian KX-7000 CPU and Moore Threads MTT S80 GPU, built with no Intel, AMD, or ...

Shares of three of 2026’s hottest CPU names are cratering at the open. Arm Holdings (NASDAQ:ARM | ARM Price Prediction) stock is down 8% to $198.76, Advanced Micro Devices (NASDAQ:AMD) shares are off ...

As RAM and storage continue to see price increases due to the growth of AI, Intel warns that CPU prices will follow suit. The ...

The semiconductor giant's latest report suggests it may have found a more credible lane in artificial intelligence.

Arm Holdings (NASDAQ:ARM), or Advanced Micro Devices (NASDAQ:AMD)? The leaderboard just got reshuffled this morning. Intel ...