On Tuesday, semiconductor stocks experienced widespread gains. Advanced Micro Devices (AMD.US) rose by 6%, while STMicroelectronics (STM.US) and Texas Instruments (TXN.US) increased by over 5%. Applied Materials (AMAT.US) climbed nearly 5%, and Lam Research (LRCX.US) advanced more than 4%. Intel (INTC.US) and Taiwan Semiconductor Manufacturing Company (TSM.US) also saw gains exceeding 2%. This movement follows recent comments from Advanced Micro Devices, which highlighted that CPU demand is expected to surge rapidly as AI inference begins to take off significantly in the second half of 2025. The company projects that the CPU market will achieve a compound annual growth rate of over 35% in the coming five years.
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