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AMD and Intel both hit new highs, Arm surges over 12%
Mars Finance News, May 6: AMD surged more than 21%, reaching a high of $430.57 and setting a new all-time high, with its total market value surpassing $700 billion. Intel rose nearly 5%, reaching a high of $113.5, also hitting a new high. Arm climbed more than 12%, reaching a high of $234.79. On the news front, UBS released an in-depth research report on the U.S. semiconductor industry, saying the market has severely underestimated the value of CPUs in the AI era. The potential market size (TAM) for server CPUs is expected to grow from approximately $30 billion in 2025 to approximately $170 billion in 2030, nearly a fivefold increase over five years. Analysts noted that Arm is the largest beneficiary on the server CPU side, followed by AMD, and then Intel, but all three will benefit. (KOSG Bao Broadcast)