1月15日消息，据KeyBanc的最新评估报告显示，由于超大规模云服务商的扫货，芯片巨头AMD与Intel今年全年的服务器CPU产能已基本售罄。 为了应对供需极端失衡并确保后续供应稳定，两家公司均计划将服务器CPU价格上调10-15%。

Explore the fierce rivalry between AMD and Intel, the two giants dominating the PC processor market. Discover their ...

Intel ( INTC) and AMD ( AMD) received upgrades to Overweight by KeyBanc as both chipmakers have mostly sold out of server ...

CES 2026期间，Intel发布了代号为Panther Lake、面向移动端全新Core Ultra 3系列处理器，不仅以27小时的最长续航时间拿下“x86续航之王”，还在集成显卡性能上大幅飞跃。

CES 2026开幕即巅峰！在拉斯维加斯的科技盛宴上，AMD CEO Lisa Su强势登台，点燃全场激情——全球首款2nm芯片重磅亮相，EPYC Venice Zen 6 CPU与Instinct MI455X ...

全球服务器CPU市场正经历一场前所未有的供应紧张局面。据KeyBanc最新发布的行业分析报告，由于超大规模云服务商的集中采购，AMD与Intel两大芯片制造商今年全年的服务器CPU产能已接近售罄。

If you're looking for the best CPUs for gaming or the best workstation CPU, or just one of the best budget CPUs, there are only two choices: AMD and Intel. That fact has spawned an almost religious ...

Another day, another blow to chip stock Intel (INTC), as rival Advanced Micro Devices (AMD) shows it up in yet another key metric. A recent report from Venture Beat revealed that Intel processors, in ...

TL;DR: According to Valve's figures, AMD's presence has increased significantly in the CPU arena, and Team Red's silicon is now in 38.73% of Steam PCs, up nearly 5% in two months. This shift is likely ...

KeyBanc Capital Markets has upgraded Intel and AMD to Overweight, citing stronger-than-expected data-center demand and tightening memory supply across the semiconductor industry.

It's not the first Zen 5 X3D processor that AMD has released that's faster than the 9800X3D, though. The Ryzen 9 9950X3D has ...

TL;DR: AMD's next-gen Zen 6 processors are expected to exceed 6.0GHz clock speeds, potentially reaching 6.4-6.5GHz, thanks to significant TSMC process node advancements from N4P to N2X. This leap ...