老鼠林
06-30 00:14

$Advanced Micro Devices(AMD)$ come and lets win more n more...!

AMD Surges 7.68% to Lead Chips — Can the CPU Rally Continue?
AMD surged 7.68% today to lead semiconductors, with Intel up 6.01% and Marvell gaining 7.25%. The catalyst: Mizuho raised its TSMC CoWoS advanced packaging capacity outlook, pointing to a surge in server CPU demand as AI data center buildout spills over from GPUs into CPUs and custom silicon. The chip sector's first-half euphoria carried into H2's opening session — though elevated valuations and priced-in expectations present growing risk. Is this server CPU demand wave the start of a super-cycle, or a temporary inventory restocking?
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