SemiPulse — Semiconductor Intelligence

Tech Forum 2026: AI agents drive Arm CPU demand surge; 2026 shipments expected to exceed 6 million units

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digitimes.com 2026-05-22

On May 20, 2026, DIGITIMES held its Tech Forum, where senior analyst Jim Hsiao delivered a presentation, "AI server market outlook and trends amid the explosion of agent applications." In it, Hsiao explained that demand is rising sharply not only for x86 server CPUs from Intel and AMD, but also for Arm-based CPUs, which are expected to see explosive growth in 2026.

AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

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digitimes.com 2026-05-22

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains in an early phase of growth.

Jensen Huang Eyes CPU Boom as Agentic A.I. Reshapes Chip Market - observer.com

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observer.com 2026-05-22 observer.com

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Nvidia CFO Colette Kress says CPU revenue will total $20 billion across standalone and superchip sales - Yahoo! Finance Canada

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ca.finance.yahoo.com 2026-05-21 Yahoo! Finance Canada

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AMD’s EPYC Venice Becomes Industry’s First 2nm HPC CPU To Achieve Volume Ramp As It Races Towards Agentic AI Leadership - Wccftech

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wccftech.com 2026-05-21 Wccftech

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AMD Ramps 2nm EPYC Venice CPUs on TSMC as Intel Teases 10A and Beyond - HotHardware

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hothardware.com 2026-05-21 HotHardware

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Nvidia CPU comments read positively for this chip stock: analyst - Investing.com

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www.investing.com 2026-05-21 Investing.com

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NVIDIA's Next Gold Mine? Jensen Huang Sees 'Brand New' $200 Billion Opportunity In Vera CPUs - Benzinga

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www.benzinga.com 2026-05-21 Benzinga

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AMD Initiates Production Ramp of 6th Gen EPYC™ CPUs on TSMC's Advanced 2nm Technology - Quiver Quantitative

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www.quiverquant.com 2026-05-21 Quiver Quantitative

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AMD begins 2nm production ramp for new AI data center CPUs - Stock Titan

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www.stocktitan.net 2026-05-21 Stock Titan

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Nvidia on track to be worlds leading CPU supplier claims CFO - The Register

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www.theregister.com 2026-05-21 The Register

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NVIDIA Earnings Call: Demand is accelerating; Vera Rubin faces full-cycle supply constraints; standalone CPU business unlocks a $200 billion market - 富途牛牛

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news.futunn.com 2026-05-21 富途牛牛

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Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin

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digitimes.com 2026-05-21

Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp the company calls the fastest in its history, the first production silicon of Vera Rubin in the second half of this year, and a brand-new Arm CPU, Vera, that opens a US$200 billion TAM Nvidia has never touched.

AI chip boom strains ABF substrate supply chain

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digitimes.com 2026-05-21

AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips.

How Nvidia plans to sell Vera CPUs: Four deployment models explained

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digitimes.com 2026-05-21

Nvidia has unveiled a strategic expansion of its silicon portfolio, detailing a four-pronged commercial approach for its new Vera central processing unit. The chipmaker expects the processor to generate US$20 billion in standalone revenue, signaling a significant evolution in its hardware distribution strategy and a broader play for infrastructure dominance in the emerging agentic artificial intel

Nvidia says it will see $20 billion in CPU sales this year - Yahoo Finance

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finance.yahoo.com 2026-05-21 Yahoo Finance

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Initial Benchmarks Of The SpacemiT K3 RVA23 RISC-V CPU With The K3 Pico-ITX - Phoronix

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www.phoronix.com 2026-05-20 Phoronix

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NVIDIA Vera CPU Shipments Test Investor Expectations On Agentic AI Growth - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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Intel prioritizes high-end CPUs as AI demand tightens global supply

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digitimes.com 2026-05-20

Intel is urging notebook and PC customers to adopt its most advanced chip manufacturing technology as surging demand for artificial intelligence computing continues to strain global CPU supply, according to industry sources.

Nvidia earnings set to beat again on AI rack boom

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digitimes.com 2026-05-20

Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.