Mizuho lifts TSMC CoWoS capacity forecasts as server CPU demand surges

Mizuho Securities Asia raised its forecast for TSMC's monthly CoWoS packaging capacity to 140,000 units by 2026 and 190,000–200,000 units by 2027, up from prior estimates of 120,000 and ...
CRN

Intel Regains PC Market Share Against AMD AS CPU Capacity Expands

The semiconductor giant’s improved capacity for lower-end CPUs helped it regain share against AMD in PCs, even as AMD continued to grow fast. ‘This is an Indy 500 race, where both cars are going over ...
AOL

Stock Market Today, Jan. 14: Intel Jumps on Sold Out 2026 Server CPU Capacity

Intel (NASDAQ:INTC), which designs and manufactures microprocessors and related technologies, closed Wednesday at $48.72, up 3.02%. Intel IPO'd in 1980 and has grown 14,867% since going public.
techtimes

CPU Walkout Confirmed: Intel, AMD, and Arm Are Racing to Fill the Bottleneck Choking the AI Expansion

Server CPUs — the processors that were all but written off two years ago — are now the component most likely to delay your organization's AI deployment, and three earnings reports released since late ...
Forbes

Arm Launches First Server CPU, Expanding Its Push Into AI Infrastructure

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. Arm Holdings announced its first chip product, the Arm AGI CPU. The new data center ...