• Shares of US semiconductor companies rose on Wednesday after AMD boosted investor confidence in demand for AI infrastructure.
  • AMD jumped nearly 18% in premarket trading, while Intel rose 6% and Arm Holdings surged 11%.
  • AMD now expects the server CPU market to grow more than 35% annually through 2030, up from a prior forecast of 18%.
  • A shift toward ‘inference,’ where AI models are deployed in real-world applications, is opening new opportunities for AMD’s server CPUs.
  • Samsung Electronics became the second Asian company to reach $1 trillion in market value, fueled by an AI-powered rally.
  • Super Micro surged nearly 19% after forecasting revenue and profit above expectations.

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