4. Where is the specific growth in CPU demand refl

4. Where is the specific growth in CPU demand reflected?

The growth mainly comes from two entirely new areas:

1. Inside the XPU rack = In the "super node" composed of accelerators like GPU/TPU, more CPUs are needed for coordination. The vast majority of this incremental demand will be based on the ARM architecture.

2. Independent pure CPU servers = A new net demand for pure CPU server racks has emerged, used for task orchestration by AI Agents. This market is expected to be equally shared by x86 and ARM.

5. How does this trend affect the PC market?

Ultimately, the demand from the server side will overflow and transmit to the PC market.

The logic chain = AI Agents will try to push part of the workload (such as inference, tool calls) to run locally on PCs.

The final result = This is expected to catalyze a new round of PC upgrades and replacement cycles, thereby benefiting the PC businesses of Intel and AMD.

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【CPU Scale to Surge 5x; ARM Architecture to Benefit Most】

AI Brief:

1. Based on the latest report from UBS, Agentic AI will ignite server CPU demand.

Market Size = The total addressable market (TAM) for server CPUs is expected to grow 5x → from approximately $30 billion in 2025 to about $170 billion in 2030.

Driver = The need for AI Agents to orchestrate tasks → leads to an increase of about 3-5x in the number of CPU cores required per GPU/XPU.

2. Why is ARM architecture the biggest beneficiary?

ARM is the biggest winner on the server CPU side.

Market Share Forecast = ARM's shipment share in server CPUs will increase significantly → from 15% in 2025 to 40-45% in 2030.

Core Advantage = The high energy efficiency characteristics of the ARM architecture are particularly suitable for large-scale, high-density deployment environments like AI server Supernodes.

3. What does this mean for traditional x86 vendors (Intel, AMD)?

All vendors will benefit from overall market growth, but the degree of benefit differs.

Benefit Order = ARM > AMD > INTC.

AMD = With its advantages in high core count and multi-threading, it is in a favorable position.

Intel (INTC) = While it can also benefit from market growth, it is currently considered less prepared than ARM and AMD on the server side. However, when this trend extends to the PC market, Intel can leverage its strengths on the client side.