UBS lifts $AMD to $670 from $455


Analyst Timothy Arcuri sees EPYC CPU racks gaining strong adoption, citing:
• AMD’s edge in core count
• Strong multithreading performance
• The strength of the x86 software ecosystem
He expects AMD to take outsized incremental share, given $INTC roadmap and supply problems
Key Estimates
• 2026 CPU server revenue held at $16B
• 2027 raised to $23B, from $21B
• 2028 raised to $29B, from $27B
• 2030 CPU server revenue raised to $50B, from $41B
UBS assumes a 60/40 x86-vs-ARM split in the standalone segment, while still conceding that $ARM takes around 70% of the head-node server TAM by 2030
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