Samsung Electronics (03132) rose more than 7%, up 7.07% to HK$59.64, with a turnover of HK$415.97 million as of the time of writing. On the news front, after the US market closed on Tuesday, AMD delivered better-than-expected first quarter financial results. According to the company's financial disclosures, with the global acceleration of AI infrastructure deployment, the company's data center business has reached a turning point in structural growth. It is worth mentioning that during the financial report meeting, AMD forecasted a compound annual growth rate of over 35% for the total potential market of server central processing units (CPUs) in the coming years, and doubled the market size expectation for 2030 from last year's prediction of $600 billion to $1.2 trillion. Earlier, according to market media reports, due to the surge in AI computing power demand, prices for AMD and Intel (INTC) consumer-grade CPUs rose by 5%-10% in March this year, while server CPU prices rose by 10%-20%. CITIC Securities believes that this round of price hikes is not a short-term fluctuation. Supply chain sources indicate that shortages will persist until 2027, with a potential new round of price adjustments expected in the third quarter of 2026. CITIC Securities points out that in the past, CPUs have been continuously marginalized in the value distribution of the computing power industry, but with the surge in AI demand brought by Agentic AI, coupled with upstream price hikes and limited production capacity, the global CPU market has seen continuous price increases and shortages since the beginning of this year.