After GPUs, CPUs Take Center Stage as Intel Rally Lifts KOSDAQ Stocks

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May. 11, 2026 –

• CPU Demand Surges on 'Edge AI' Expansion
  
• Intel Up 114%, AMD 65% in a Month
  
• Related KOSDAQ Suppliers Like Interplex Soar

By Yoon Min-hyuk, sedaily.com

The semiconductor bottleneck driving the artificial intelligence rally is shifting from graphics processing units (GPUs) and memory to central processing units (CPUs). CPUs, which had been treated as a neglected segment with shrinking supply, are now facing shortages as AI applications evolve. On global markets, Intel and AMD — the two CPU giants — have posted successive sharp gains that outpace Nvidia's rise, while related KOSDAQ-listed stocks in Korea have surged.

According to the financial investment industry on the 3rd, Nasdaq-listed Intel rose 5.43% on the 1st to close at $99.61. Its gain of 114% for the month of April marks the highest level on record for both its share price and monthly increase since the company's founding.

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