According to reports, chipmakers Intel and AMD plan to raise CPU prices by 10%-15%, reflecting strong demand and pricing power in the semiconductor market. Affected by this news and the broader market rally, AMD shares rose by 4%, while Intel shares also climbed by 4%. Data from KeyBanc indicates that aggressive procurement by hyperscale cloud service providers has nearly sold out both companies' server CPU production capacity for 2026, prompting both sides to plan price increases in response to the supply-demand imbalance.
