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Intel & AMD CPU Prices Surged By 15% As Supply, Not Prices, Led To Severe Shortages.
Intel and AMD CPUs have surged 10-15% in price due to severe shortages, not higher MSRPs.
KEY POINTS
- Hyperscalers and cloud providers have depleted CPU stocks as AI demand diverts production resources.
- Intel's Panther Lake and Wildcat Lake CPUs use the new 18A node, but supply is still constrained.
- Intel's Raptor Lake CPUs are hardest hit by shortages, with lead times now meaningless for buyers.
- Both Intel and AMD rely on TSMC for modules, so 18A process yield improvements are crucial for recovery.
COMPANIES
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