[Bank of America raises its 2030 server CPU market size forecast to US$240 billion, with AMD expected to be the main beneficiary] November 12, Bank of America pointed out in the latest semiconductor industry research report released on November 12 that as artificial intelligence (AI) applications accelerate their evolution from traditional large model training and reasoning to intelligent AI, the importance of central processing units (CPUs) in data centers is significantly increasing. The bank raised its forecast for the potential global server CPU market size in 2030 to more than US$240 billion from the previous approximately US$210 billion, and believed that AMD (AMD.US) is expected to become the main beneficiary of this growth trend with its leading product portfolio and supply capabilities. Bank of America analyst Vivek Arya and his team predict that the global server CPU market size will increase from approximately US$35 billion in 2025 to US$64.1 billion in 2026, and reach US$240.2 billion in 2030, an increase of nearly 6 times from 2025. The compound annual growth rate from 2026 to 2030 will reach 39.2%, higher than the previous forecast of approximately 36%.