AMD CEO Lisa Su: "Server CPU Market to Reach $120 Billion in 4 Years"

Growth Rate to Double
AMD Confident in Securing 50% Market Share
Global Supply Chain Prepared

Lisa Su, CEO of AMD (pictured), predicted that the server central processing unit (CPU) market will surpass $120 billion (approximately 168 trillion won) by 2030. This is double the previous estimate of $60 billion.

Lisa Su, CEO of AMD, is answering questions from the press after meeting with Sung-Hoon Kim, CEO of Upstage, at the Four Seasons Hotel in Jongno-gu, Seoul on March 19, 2026. Photo by Jinhyung Kang

On May 6 (local time), CEO Su appeared on the U.S. business channel CNBC and said, "CPUs are at the core of data center infrastructure," adding, "AI-based workloads are increasing computing demand much faster than previously anticipated."

She also projected that the server CPU market will grow by more than 35% annually. This is more than twice as fast as the 18% annual growth rate she presented in November last year. Due to the explosive increase in demand for AI inference workloads from hyperscale cloud service providers and others, CPUs are receiving renewed attention.

Unlike the graphics processing unit (GPU) market, where AMD trails Nvidia, the company remains a leader in the CPU sector. CEO Su expressed confidence that AMD can secure a market share of over 50% in the expanding server CPU market through increased production capacity and product diversification.

Regarding concerns over supply shortages, she acknowledged, "It is true that supply is tight," but added, "We have prepared a world-class supply chain for this very moment."

In fact, in the first quarter of this year, AMD posted an earnings surprise, far exceeding expectations, which led to a sharp rise in its share price. CEO Su explained, "AI agents are generating tremendous demand in the overall AI adoption cycle."

Overnight, AMD's strong performance triggered a global rally in semiconductor stocks, including its competitors. AMD shares soared 18%, followed by Arm Holdings (10.1%), Intel (1.9%), and Qualcomm (1.6%) with notable gains. The Philadelphia Semiconductor Index (SOX) rose 2.7%, reaching an all-time high.

Meanwhile, global investment bank Goldman Sachs raised its investment rating for AMD from 'hold' to 'buy' on this day and increased its target price from $240 to $450. Foreign media highlighted that analysts and investors consider AMD to be the most likely challenger to Nvidia's dominance in AI chips.

This content was produced with the assistance of AI translation services.