Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers

Jay Liu, Taipei

Apr 28, 2026, 13:49 0

Credit: DIGITIMES

The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in cloud AI, while application-specific integrated circuit (ASIC) vendors...

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