Intel and Qualcomm have raised processor prices, and AMD is rumored to follow suit

According to the Business Times citing supply chain sources, Intel has raised the prices of multi-generational PC processors since September, with the high-end Panther Lake seeing an increase of 15% to 20%. Qualcomm raised the prices of multi-chip platforms by about 10% on October 1, and AMD is reported to follow suit, with the increase, scope, and effective date still to be confirmed.

The report states that Intel has raised prices three times since the end of last year. Starting from September 1, prices were adjusted differentially by product line, with the highest increase for high-end Panther Lake products, focusing on those equipped with high-end GPU tiles, rather than a simultaneous increase across the entire series; Meteor Lake and Arrow Lake saw increases of about 5% to 10%. Panther Lake adopts heterogeneous integration, with the CPU Compute tile produced by Intel 18A, and the high-end GPU tile outsourced to TSMC N3E. The largest increase this time is for high-end GPUs using TSMC's advanced process.

The supply chain indicates that Qualcomm's Snapdragon X and X2 Elite platforms will increase by about 10% starting in October. AMD's Ryzen and EPYC heavily rely on TSMC's advanced processes, with the next generation of EPYC pushing towards 2 nanometers. Industry insiders say that process upgrades, product high-endization, and AI computing power demands are simultaneously driving up CPU prices, with AI, mobile, and high-end computing competing for TSMC's 3-nanometer capacity, while 2-nanometer is entering the ramp-up phase for mass production.