--- title: "Citigroup: Increased capital expenditures by tech giants will be a boon for chip manufacturers" description: "Citigroup analysts pointed out that the increased capital expenditures by tech giants will be a boon for chip manufacturers. It is estimated that Microsoft accounts for about 8% of Advanced Micro Devi" type: "news" locale: "en" url: "https://longbridge.com/en/news/251026034.md" published_at: "2025-07-31T14:04:41.000Z" --- # Citigroup: Increased capital expenditures by tech giants will be a boon for chip manufacturers > Citigroup analysts pointed out that the increased capital expenditures by tech giants will be a boon for chip manufacturers. It is estimated that Microsoft accounts for about 8% of Advanced Micro Devices' sales, while Meta accounts for 2% of Broadcom's sales. The analysts wrote in a report on Thursday: "We believe that Broadcom and AMD will be the main beneficiaries of the increased capital expenditures from Microsoft and Meta." Citigroup analysts pointed out that the increased capital expenditures by tech giants will be a boon for chip manufacturers. It is estimated that Microsoft accounts for about 8% of AMD's sales, while Meta accounts for 2% of Broadcom's sales. The analysts wrote in a report on Thursday: "We believe that Broadcom and AMD will be the main beneficiaries of the increased capital expenditures from Microsoft and Meta." ### Related Stocks - [AMD.US - AMD](https://longbridge.com/en/quote/AMD.US.md) - [AVGO.US - Broadcom](https://longbridge.com/en/quote/AVGO.US.md) - [AMDL.US - GraniteShares 2x Long AMD Daily ETF](https://longbridge.com/en/quote/AMDL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Shanghai's "AI + Manufacturing" Benchmark Gains Momentum as SIXUNITED Sets Its Sights on the Hundred-Billion-Yuan Milestone | On February 8, 2026, SIXUNITED hosted its 18th Anniversary Gala in Shanghai, announcing strategic targets for 2026: 15 m | [Link](https://longbridge.com/en/news/275306524.md) | | Advanced Micro Devices, Inc. $AMD Shares Bought by Illinois Municipal Retirement Fund | Illinois Municipal Retirement Fund increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 43.2% in Q3, owni | [Link](https://longbridge.com/en/news/275975691.md) | | Midwest Trust Co Sells 4,023 Shares of Advanced Micro Devices, Inc. $AMD | Midwest Trust Co reduced its stake in Advanced Micro Devices, Inc. (AMD) by 36.4% in Q3, selling 4,023 shares and holdin | [Link](https://longbridge.com/en/news/275753936.md) | | AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance | AMD's Quality Score surged to 92.71, driven by a record $10.3 billion revenue in Q4 and a 60% annual growth target for i | [Link](https://longbridge.com/en/news/275906953.md) | | AMD Stock Faces an AI Reality Check, Says Top Analyst | Advanced Micro Devices (AMD) is seen as a competitor to Nvidia in AI chips, but a DA Davidson analyst has given AMD a Ne | [Link](https://longbridge.com/en/news/275901829.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.