CITIC Construction Investment's analysis reveals that Intel's Q2 2026 financial report marks its highest single-quarter revenue growth in 15 years. The data center and AI sectors have emerged as the main engines of this growth, fueled by robust demand from Hyperscalers and enterprise clients. To cater to the surging CPU demand spurred by downstream investments in computing power, Intel intends to ramp up its capital expenditures further. In parallel, AMD revised its mid-to-long-term market size projections upward during the conference and expedited the rollout of new products, thereby sustaining the buoyant momentum in the CPU market. Moreover, SK Group inked a $500 billion cooperation pact with NVIDIA to co-develop next-gen AI memory solutions and secure a long-term supply, boosting the likelihood of upstream capacity expansion. The entire AI hardware ecosystem continues to exhibit strong momentum, propelling ongoing model refinement and application deployment. Segments including GPUs, CPUs, storage, high-speed networks, and computing power leasing services warrant close attention.