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

The KeyBanc analyst argued AMD’s revenue from server CPUs is set to grow at least 50% this year, with similar price increases ...

Intel stock upgraded to Overweight at KeyBanc on sold-out server CPU supply and 10-15% price hike potential from AI ...

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

Thanks to its hugely powerful new integrated Xe3 GPU, the Intel Panther Lake laptop CPU series has stolen a surprise victory ...

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.

The world’s leading chip companies came to CES 2026 this week with some major announcements that will give channel partners a ...

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 ...

DDR5 pricing has pushed gamers back to AMD's AM4 platform. With Zen 3D chips gone, CPUs like the 5600X, 5700X, and 5800XT are resurging, so we ...

Throughout 2025, the only months that AMD's processor share briefly declined were January, February, and August – and it ...

AMD’s 7800X3D successor is also better at non-gaming workloads this time around. If you buy something from a Verge link, Vox Media may earn a commission. See our ethics statement. is a senior editor ...