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BTCC / BTCC Square / Global Cryptocurrency /
AMD, Intel Surge on AI-Driven Demand and Capacity Constraints

AMD, Intel Surge on AI-Driven Demand and Capacity Constraints

Author:
Global Cryptocurrency
Published:
2026-01-13 20:00:02
20
3
BTCCSquare news:

Intel and AMD shares rallied sharply after KeyBanc analysts upgraded both stocks to overweight, citing unprecedented demand for their AI-focused server CPUs. The chipmakers have nearly exhausted their projected 2026 production capacity, with potential price hikes of 10%-15% under discussion.

The bullish call marks a turning point for Intel—long seen as lagging in its turnaround efforts—and reinforces AMD's position as a credible challenger to Nvidia's dominance. KeyBanc's supply chain checks indicate both companies are revising shipment estimates upward, while Intel's 18A production technology could position it as the second-largest foundry supplier.

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