Bank of America Raises 2030 Server CPU Market Size Forecast to $240 Billion, Expects AMD to Be Main Beneficiary

Odaily reports: In its latest semiconductor industry research report released on November 12, Bank of America noted that as AI applications accelerate their evolution from traditional large-model training and inference toward agentic AI, the importance of central processing units (CPUs) in data centers is significantly increasing. The bank raised its forecast for the global server CPU total addressable market in 2030 from approximately $210 billion to over $240 billion, and believes that AMD (AMD.US), with its leading product portfolio and supply capabilities, is expected to become the main beneficiary of this growth trend.

Bank of America analyst Vivek Arya and his team expect the global server CPU market to grow from approximately $35 billion in 2025 to $64.1 billion in 2026, and reach $240.2 billion by 2030—nearly a 6x increase from 2025—with a compound annual growth rate of 39.2% from 2026 to 2030, up from the previous forecast of approximately 36%.

According to MSX.COM data, AMD's stock price is currently at $565.80, up 2.33%.