U.S. chip demand is increasingly shifting toward Advanced Micro Devices, Inc (NASDAQ:AMD) and Arm Holdings plc (NASDAQ:ARM) , with new market data showing both outpacing Intel Corp (NASDAQ:INTC) in key personal computer (PC) and server shipments despite Intel's higher pricing gains.Bank of America Securities analyst Vivek Arya says U.S. semiconductor trends continue to favor AMD and Arm over Intel, especially in units shipped across PCs and servers. The analyst highlighted new third-quarter 2025 central pro ...