--- title: "ETF Volatility | Samsung Global Semiconductor rises over 7% as AMD raises CPU market size expectations; institutions expect a price increase trend in the industry to last throughout the year" type: "News" locale: "en" url: "https://longbridge.com/en/news/285320614.md" description: "Samsung Global Semiconductor's stock price rose over 7%, with an increase of 7.07% as of the time of writing, priced at HKD 59.64. AMD released better-than-expected financial results, forecasting a compound annual growth rate of over 35% for the server CPU market in the coming years, with the market size adjusted from USD 60 billion to USD 120 billion. Due to the surge in AI demand, CPU prices have increased, and the price hike trend is expected to continue until 2027" datetime: "2026-05-06T06:17:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/285320614.md) - [en](https://longbridge.com/en/news/285320614.md) - [zh-HK](https://longbridge.com/zh-HK/news/285320614.md) --- # ETF Volatility | Samsung Global Semiconductor rises over 7% as AMD raises CPU market size expectations; institutions expect a price increase trend in the industry to last throughout the year According to Zhitong Finance APP, Samsung Global Semiconductor (03132) rose over 7%, up 7.07% as of the time of writing, priced at HKD 59.64, with a total market value of HKD 4.1597 million. In news, after hours on Tuesday Eastern Time, AMD delivered better-than-expected first-quarter earnings. According to the company's financial report, amid the wave of accelerated deployment of global AI infrastructure, the company's data center business has reached a structural growth inflection point. Notably, during the earnings call, AMD projected that the total potential market compound annual growth rate for server central processing units (CPUs) will exceed 35% in the coming years, and it has doubled its market size expectation for 2030 from last year's forecast of USD 60 billion to USD 120 billion. Previously, according to market media reports, influenced by the surge in AI computing power demand, the prices of AMD and Intel (INTC) consumer-grade CPUs rose by 5%-10% in March this year, while server CPU prices increased by 10%-20%. CITIC Construction Investment believes that this round of price increases is not a short-term fluctuation; supply chain news indicates that shortages will persist until 2027, and a new round of price adjustments may occur in the third quarter of 2026. CITIC Construction Investment pointed out that in the past, CPUs have been continuously marginalized in the value distribution of the computing power industry chain, but with the surge in CPU demand brought about by Agentic AI, combined with upstream price increases and limited production capacity, the global CPU market has seen a continuous intensification of price increases and shortages this year ### Related Stocks - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [SMH.US](https://longbridge.com/en/quote/SMH.US.md) - [SOXQ.US](https://longbridge.com/en/quote/SOXQ.US.md) - [AMUU.US](https://longbridge.com/en/quote/AMUU.US.md) - [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md) - [XSD.US](https://longbridge.com/en/quote/XSD.US.md) - [SOXX.US](https://longbridge.com/en/quote/SOXX.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) - [03132.HK](https://longbridge.com/en/quote/03132.HK.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [601066.CN](https://longbridge.com/en/quote/601066.CN.md) - [06066.HK](https://longbridge.com/en/quote/06066.HK.md) ## Related News & Research - [AMD Q1 results should get boost from 'strong AI demand,' Wedbush says](https://longbridge.com/en/news/285073524.md) - [Zyphra and AMD Partner to Power Zyphra Cloud on AMD Instinct™ MI355X GPUs | AMD Stock News](https://longbridge.com/en/news/285111493.md) - [Lisa Su Says AMD Has Secured Critical AI Memory Supply, But Rising Prices Threaten PC And Gaming Demand](https://longbridge.com/en/news/285342131.md) - [Core Alternative Capital Sells 10,655 Shares of Advanced Micro Devices, Inc. $AMD](https://longbridge.com/en/news/284989212.md) - [AMG National Trust Bank Invests $437,000 in Advanced Micro Devices, Inc. $AMD](https://longbridge.com/en/news/284719491.md)