KeyBanc says Intel and AMD could gain from surging server CPU demand, price hikes, and AI GPU growth—plus Intel 18A/14A wins.

Intel versus AMD used to feel like an easy call, but building a PC nowadays means looking past old assumptions and comparing what each brand does best.

The price hike comes after Intel's initial 10% increase at the end of March; the total goal is to raise prices by 30% ...

The increase is on tap even as some models have seen big price reductions recently.

AMD's satirical acquisition of Intel becomes plausible commentary on real semiconductor power shifts, market valuations, and ...

The chip sector is rallying Wednesday morning, with Intel (NASDAQ:INTC) shares up 8% and Advanced Micro Devices (NASDAQ:AMD | ...

AMD doesn’t have to do much to stay on the top of the heap for PC gaming CPUs. The class-leading Ryzen 7 9850X3D doesn’t have ...

Increasing CPU demand for servers and data centers, along with depleted inventories, are forcing AMD's hand to jack up the ...

Intel and AMD will likely benefit from improving pricing dynamics in CPUs. Structural demand for CPUs continues to strengthen ...

This is the context that Intel’s Core Ultra 200S Plus chips—the $199 Core Ultra 5 250K Plus and $299 Core Ultra 7 270K Plus, ...

While Intel plans to reintroduce multithreading after its expected absence in the upcoming Xeon “Diamond Rapids” CPUs, AMD ...

Intel executive David Feng confirmed to CRN this week that the company has raised CPU prices for OEMs in part because of the ...