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ARM Soars Nearly 10%, Bank of America Predicts Server CPU Market to Quadruple by 2030

On June 12, ARM surged nearly 10%, reaching $376.18. According to a recent forecast by Vivek Arya, an analyst at Bank of America Global Research, the total addressable market (TAM) for server CPUs is expected to skyrocket from $35 billion in 2025 to over $170 billion by 2030. This significantly exceeds the bank's previous prediction of a $125 billion market size for server CPUs by 2030. Arya stated in the report, 'We believe the rise of agent-based AI is a powerful demand accelerator that not only expands the market opportunities for CPUs but also benefits Intel, AMD, and challengers based on Arm architecture.'

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