The analyst said hyperscalers are locking in Dynamic Random-Access Memory (DRAM) and NAND capacity ahead of expected 50% data center bit growth in 2026, pushing contract pricing higher. He cited DRAM contract price increases of about 25% in the first quarter of 2026 and 10%–12% in the second quarter of 2026, while NAND pricing rises about 20% in the first quarter of 2026 and 10%–15% in the second quarter of 2026. A fresh look at global semiconductor supply chains is reshaping analyst views as hyperscaler de ...

The chip maker is almost sold out of server CPUs this year, while demand for its AI chips should support up to $15 billion in revenue, KeyBanc said. ...

Advanced Micro Devices ( NASDAQ:AMD ) stock climbed 78% in 2025, driven by growing adoption of its artificial intelligence (AI) accelerators and expectations for next-generation products. ...

Advanced Micro Devices, Inc (NASDAQ:AMD) and Intel Corp (NASDAQ:INTC) stocks gained on Tuesday after KeyBanc analyst John Vinh upgraded both the stocks citing strong server demand for artificial intelligence.KeyBanc Upgrades AMD And Intel On AI Server DemandDecember cloud data showed a modest pullback in traditional servers as providers retired older instances, Vinh says. The trend pushed compute processor instances down 2% month over month but still up 11% year over year.Cloud Data Shows Mixed Momentum Acr ...

每经AI快讯，1月13日，费城半导体指数美股盘初上涨0.9%，AMD涨超6%，英特尔涨超3%。 每经AI快讯，1月13日，费城半导体指数美股盘初上涨0.9%，AMD涨超6%，英特尔涨超3%。 ...

智通财经APP获悉，周二，英特尔(INTC.US)和AMD(AMD.US)股价盘初走高涨超5%，消息面上， KeyBanc Capital Markets将英特尔和AMD评级上调至"增持"，目标价分别为60美元和270美元。该行 称，这两家芯片制造商2026年的服务器CPU基本售罄，这一情况源于服务器与个人电脑处理器需求超预 期增长，导致芯片库存加速消耗。 ...

U.S. stock markets are experiencing a dynamic Tuesday, January 13, 2026, as investors digest crucial inflation data, kick off the fourth-quarter earnings season, and contend with persistent geopolitical concerns. While major indexes closed at record highs on Monday, premarket trading suggested a more cautious start, with futures initially slipping before finding some stability as the Consumer Price Index (CPI) report largely met expectations.Premarket Activity and Futures MovementsEarly Tuesday, U.S. stock ...

KeyBanc’s Jon Vinh raised his 12-month forecast for Advanced Micro Devices (NASDAQ: AMD) stock on January 13 to $270, meaning he now expects a 26.84% rally from the equity’s press time price of $212.86: a welcome turn should it come, considering the chipmaker’s stock declined 0.61% since New Year’s Day.AMD stock YTD price chart. Source: FinboldSimultaneously, the Wall Street expert revised his previous ‘sector weight’ – ‘Hold’ – to ‘overweight’ – ‘Buy’ – rating, while citing a series of internal and externa ...

本文源自：市场资讯 作者：公告君 有投资者在互动平台向中电港提问："请问贵公司目前是否与 AMD（超威半导体）存在直接业务合 作？具体合作形式包括但不限于产品供应、技术研发协作、授权合作等。若存在相关业务，能否进一步 说明该业务当前的营收占比、盈利情况，以及对公司整体业绩的实际贡献程度？后续是否有扩大合作规 模或拓展合作领域的计划？" 针对上述提问，中电港回应称："公司是AMD的授权分销商之一，主要为其分销GPU、CPU等产品。相 关数据未达到披露标准。未来公司将根据下游客户需求，在AI、云计算、高性能计算等领域展开深入 合作。感谢您对公司的关注!" 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 ...

格隆汇1月13日｜英特尔盘前涨超3%，AMD盘前涨约2%。KeyBanc Capital Markets将英特尔和AMD评 级从"行业同等权重"上调至"超配"，指出这两家芯片制造商2026年的服务器CPU基本售罄。 ...