“We have actually raised the TAM on this three times in the last nine months because we've seen that much growth in the overall CPU demand, which we now believe will grow at approximately 50% CAGR over the next 4 or 5 years to over a $200 billion TAM [by 2030].”
Said Oct 12, 2026Deadline Dec 31, 2030OCP Global Summit 2026 keynote, San Jose, reported by TrendForce, October 13, 2026
A raise from AMD's earlier guidance of a server CPU TAM above $120 billion by 2030 (greater than 35% annual growth), attributed to agentic AI workloads.