US Stock Market Move | American technology company Advanced Micro Devices (AMD.US) rose nearly 7%, reaching a new all-time high in stock price.

On Thursday, American supermicro company AMD.US rose nearly 7%, reaching $275.91, setting a new all-time high for its stock price. It is reported that some analysts believe that AMD will be the biggest beneficiary of the surge in CPU demand, as the supply for its EPYC "Turin" processors, which use a small chip architecture, cannot keep up with demand. "In the past 6 to 9 months, demand has increased like never before," said Forestar Group Inc.'s data center business head, Norode, adding that there are no signs of a slowdown or halt in demand in the short term. KeyBanc analysts stated that AMD's EPYC server CPU production capacity for the whole year is almost sold out, and the delivery time for high-end EPYC processors has been extended to 8-10 weeks. Dylan Patel, the Chief Analyst at well-known semiconductor analysis firm SemiAnalysis, mentioned in a deep interview on April 8 that the paradigm of AI workloads is shifting from simple text generation to complex intelligent agents and reinforcement learning, and CPUs are facing "extremely severe production capacity shortages." The latest report from market research firm TrendForce mentioned that the current ratio of CPUs to GPUs in AI data centers is about 1:4 to 1:8, but in the era of smart AI, this ratio is expected to shrink significantly to 1:1 to 1:2.