Server CPU Demand Surges as Intel 18A Yield Exceeds 85%

Driven by agentic AI demand, server CPU supply remains tight while Intel expands its capacity and achieves over 85% yield on its 18A process. KeyBanc notes that AMD and Intel are increasing wafer supply, and ARM-based demand is also on the rise.

2026-07-14 ~ 2026-07-14 · 2 related posts