AMD 2026year 1quarterly revenue 38% growth, while Intel faces prolonged manufacturing disruptions

As AI workloads evolve, the role of CPUs as well as GPUs is growing in data centers. The article summarized that CPUs are taking on a more important processing role in AI computing. This change is drawing attention to competition over CPU supply and design.

Intel still holds a share of 60% in the server CPU market. However, the article reported that Intel is experiencing manufacturing delays and is having difficulty expanding supply after its foundry expansion plan failed. As a result, Intel's production schedule and shipment plans have been disrupted.

AMD has outsourced chip production through its partnership with TSMC and has invested in developing AI chips. The article states that AMD's 2026year 1quarterly revenue increased by 38%. It also reported that AMD's efforts to expand its server CPU lineup are continuing.

The article reported that both companies would participate in the AI CPU market. It also explained that the roles of CPUs and GPUs are complementary. However, the analysis raised the view that AMD is in a more advantageous position in terms of technology and supply.

The article presented the assessment that AMD's share price was at a level of 40times forward earnings. Accordingly, it stated that some opinions recommend investors wait for a better entry point. The article also included the expression that investment decisions are each investor's responsibility.

In summary, the article highlighted the growing importance of CPUs as AI spreads, Intel's manufacturing disruptions and failure to expand its foundry business, and AMD's cooperation with TSMC and 2026year 1quarter revenue growth as key points. It concluded that these factors are directly affecting companies' supply strategies and market positions.