Milk Road AI(@MilkRoadAI):TrendForce now expects server CPU shipments to grow 31% this year and more than 40% in 2027. The driver is AI AGENTS because agents run a lot of inference, and inference needs far more CPUs than training does. TrendForce says the CPU to GPU ratio inside AI servers could go from 1:8 to 1:2, or even 1:1. That is a massive shift for a market most people stopped paying attention to years ago. $AMD is expected to grow its share to around 27% this year as its 2nm Venice chips ramp at $TSM, while $INTC is expected to keep losing share because it can't make enough chips. $ARM based chips from $NVDA, $AMZN and $GOOGL are taking share too.

2026.10.23 07:01

TrendForce now expects server CPU shipments to grow 31% this year and more than 40% in 2027. The driver is AI AGENTS because agents run a lot of inference, and inference needs far more CPUs than training does. TrendForce says the CPU to GPU ratio inside AI servers could go from 1:8 to 1:2, or even 1:1. That is a massive shift for a market most people stopped paying attention to years ago. $AMD is expected to grow its share to around 27% this year as its 2nm Venice chips ramp at $TSM, while $INTC is expected to keep losing share because it can't make enough chips. $ARM based chips from $NVDA, $AMZN and $GOOGL are taking share too.

Melvin@MelvinInvests

2026.10.17 09:00

UBS says the 19% selloff in memory stocks is an opportunity, not a sign the cycle is breaking. AI agents are driving stronger server DDR5 orders into 2027. UBS expects HBM4 to grow from 17% of HBM demand in 2026 to 39% in 2027. It also expects Samsung to add 120,000 wafers a month of DRAM capacity by late 2027, but sees little real impact on supply until late 2028. $MU