智通财经APP获悉，周三，半导体板块盘初走强，Arm Holdings(ARM.US)大涨超16%，美国超微公司(AMD.US)、英特尔(INTC.US)涨超5%，英伟达(NVDA.US)、高通(QCOM.US)、德州仪器(TXN.US)涨近2%。消息面上，Arm Holdings在旧金山战略发布会上宣布进军实体芯片制造领域，推出专为AI优化的Arm AGI CPU，这一重大战略转型旨在打破传统IP授权模式的增长瓶颈，通过直接销售高价值硬件捕获AI算力市场红利，预计到2031财年将推动公司总营收达到250亿美元。Evercore ISI分析师马克·利帕西斯对Arm的赞誉热烈，将其比作十年前的英伟达。
此外，全球中央处理器(CPU)供应紧张状况正在加剧，英特尔和AMD公司据悉已告知客户将在3月和4月提高所有系列CPU的价格。
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