Server-Chip Rush Pushes Analysts to Upgrade Intel and AMD
Analysts upgrade Intel and AMD to overweight as 2026 server-chip demand tightens supply, implying potential outperformance for the two chipmakers amid rising data-center and AI workloads.
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Server Chips
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AMD Unveils EPYC 8004 "Siena" CPUs: Zen 4c for Edge-Optimized Servers
AMD has released the EPYC 8004 series, the final member of its 4th generation EPYC processor family. The EPYC 8004 series, codenamed Siena, is a low-cost subset of EPYC CPUs designed for the telco, edge, and price-sensitive market segments. It features between 8 and 64 CPU cores based on the Zen 4c architecture. Siena offers lower performance and fewer CPU cores compared to AMD's Genoa chips, but it optimizes for cost and energy efficiency in non-datacenter environments. The EPYC 8004 series utilizes the same hardware as the Bergamo series, including the 5nm Zen 4c core complex die (CCD) chiplets and the 6nm EPYC I/O Die (IOD). The Siena platform introduces a new server socket, Socket SP6, which allows for cheaper motherboards. AMD is launching Siena with 12 chips, each differentiated by the number of CPU cores available. The flagship Siena part, the EPYC 8534P, offers 64 Zen 4c cores, while the EPYC 8024P features 8 CPU cores. Siena chips are available now, with prices ranging from $5,450 to $409 in 1,000 unit quantities.