Intel shares rose roughly 37.5% in one month to approximately $123.86 by September 22 as demand for CPUs outpaced supply, with CEO Lip-Bu Tan saying the company could fulfill only about 50% of customer orders. The market is increasingly viewing CPUs as beneficiaries of agentic AI, in which autonomous software agents repeatedly access databases, call external programs and run inference cycles while CPUs coordinate workloads alongside GPUs. Meta’s Muse AI agent, launched on the 8th of the month, recorded 1.8 million downloads in 12 days and 640,000 daily active users, and topped the free app charts on US iPhones. Intel’s Q2 2026 revenue rose 25% year over year to $16.1 billion, while South Korean CPU-linked ETFs also rallied, led by KODEX US CPU Semiconductor TOP10, which gained 22.65% from Sept. 16 to 23. Intel has projected a long-term shift in the GPU-to-CPU ratio from between eight-to-one and four-to-one to one-to-one or higher, and AMD has estimated the server CPU market could reach $220 billion by 2030. The demand outlook is also supporting expectations for components, substrates and high-end PCBs, although AMD continues gaining data-center share and Arm’s architecture is gaining popularity for power-efficient inference workloads.