BTC $84,653.35 +2.06%
ETH $2,491.23 +1.41%
BNB $749.67 +1.23%
XRP $1.38 +3.66%
SOL $107.84 +1.01%
TRX $0.3309 -0.05%
DOGE $0.0826 +0.95%
ADA $0.2273 +1.64%
BCH $288.91 +2.60%
LINK $12.63 +2.52%
HYPE $81.70 +0.70%
AAVE $156.11 +0.57%
SUI $1.04 +1.45%
XLM $0.1848 +1.65%
ZEC $1,345.79 +6.24%
AAPL $343.93 +1.45%
AMZN $262.79 -0.46%
GOOGL $334.94 -1.83%
MSFT $532.10 +0.16%
META $717.13 +2.96%
NVDA $221.41 -0.04%
TSLA $378.66 -0.26%
SNDK $1,367.31 -2.83%
INTC $92.15 -3.42%
SPCX $157.87 +0.08%
MU $908.92 -1.36%
AMD $549.79 +0.40%
BTC $84,653.35 +2.06%
ETH $2,491.23 +1.41%
BNB $749.67 +1.23%
XRP $1.38 +3.66%
SOL $107.84 +1.01%
TRX $0.3309 -0.05%
DOGE $0.0826 +0.95%
ADA $0.2273 +1.64%
BCH $288.91 +2.60%
LINK $12.63 +2.52%
HYPE $81.70 +0.70%
AAVE $156.11 +0.57%
SUI $1.04 +1.45%
XLM $0.1848 +1.65%
ZEC $1,345.79 +6.24%
AAPL $343.93 +1.45%
AMZN $262.79 -0.46%
GOOGL $334.94 -1.83%
MSFT $532.10 +0.16%
META $717.13 +2.96%
NVDA $221.41 -0.04%
TSLA $378.66 -0.26%
SNDK $1,367.31 -2.83%
INTC $92.15 -3.42%
SPCX $157.87 +0.08%
MU $908.92 -1.36%
AMD $549.79 +0.40%

rumor

All
Article
Flash

first_img 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.

first_img Market news: It is rumored that TSMC is investing over 30 billion yuan to acquire AUO's two factories, laying out the CPU ecosystem

According to the Industrial and Commercial Times, there are widespread rumors in the market that TSMC intends to invest over 30 billion New Taiwan dollars to acquire AUO's two old-generation panel factories, L7 and L5C, located in the Central Taiwan Science Park, adjacent to TSMC's plant, to reserve space for large-size packaging such as CoPoS and FOPLP. Informed sources indicate that TSMC has sent personnel to complete on-site audits, and AUO plans to prioritize the disposal of the two factories, aiming to submit to the board of directors in October, with an estimated completion of production line relocation and factory vacating by the end of the first quarter next year. Both TSMC and AUO have not confirmed this transaction.Semiconductor industry analysts suggest that TSMC is extending from the A14 advanced process and advanced packaging to the COUPE silicon photonics platform, leveraging Taichung's role as a hub for precision optical components to build the Central Taiwan Science Park into a CPO ecosystem. TSMC's existing Fab 15A in the Science Park mainly uses a 28-nanometer process and can support the manufacturing of silicon interposers; the second phase of the Science Park, Fab 25, is planned to build four A14 wafer fabs, with the first two already entering steel structure construction, and the first factory striving for completion before April 2027. The existing advanced packaging and testing facility AP5 in the Science Park has already started CoWoS production, and in the future, it will integrate electronic and photonic chips through the COUPE platform.On the optical side, Largan Precision has recently acquired land and factories in Nantun, Taichung Industrial Zone, and nearby precision machinery clusters, with three transactions totaling approximately 2.568 billion, interpreted by the market as a warm-up for CPO mass production. The company has obtained its first mass production order for fiber optic arrays, with the first automated trial production line aiming for completion by the end of the third quarter, and mass production expected as early as mid-2027, while also laying out micro-lens arrays and integrated FAUs.
app_icon
ChainCatcher Building the Web3 world with innovations.