Analysts drop verdicts on AMD, Intel, and ARM

Intel’s competitors, AMD and ARM, will also have their earnings releases soon, with AMD reporting Q4 on February 3 and ARM reporting Q3 on February 4. Bank of America analyst Vivek Arya and his team ...

Arm's rating cut at BofA ahead of earnings results

BofA downgraded the rating of British chip architecture designer Arm (ARM) to Neutral from Buy and lowered the price target ...
Benzinga.com

AMD And Arm Are Quietly Pulling Ahead In US Chip Shipments — While Intel Battles Shortages

U.S. chip demand is increasingly shifting toward Advanced Micro Devices, Inc (NASDAQ: AMD) and Arm Holdings plc (NASDAQ: ARM), with new market data showing both outpacing Intel Corp (NASDAQ: INTC) in ...
AOL

Arm’s Bold Bid: Can It Steal Half the Data Center Market from Intel and AMD?

The data center CPU market is projected to grow from $7.42 billion in 2024 to $8.35 billion in 2025, with Arm’s success potentially boosting its revenue to $3.3–3.4 billion and market cap to as much ...
Digi Times

Arm beats Intel and AMD in DPUs; can RISC-V reshape competition?

Data centers are often seen as battlegrounds among the three major CPU architectures (x86, Arm, RISC-V) and GPUs from Nvidia, AMD, and specialized ASIC vendors. The Arm architecture has already ...
Benzinga.com

Arm Aims for 50% Data Center CPU Market Share by 2025, Challenging Intel and AMD

Arm Holdings (NASDAQ:ARM) expects its data center central processing unit market share to reach 50% by the end of 2025, up from around 15% in 2024. Arm’s infrastructure chief, Mohamed Awad, told ...
The Verge

Windows on Arm had another good year

2026 will bring new chips and further software improvements. But competition is heating up too. 2026 will bring new chips and further software improvements. But competition is heating up too. is a ...