CPU price squeeze
Both Intel and AMD have started raising CPU prices for OEMs amid supply constraints and higher raw‑material costs — those increases are expected to ripple to consumer prices in the coming weeks. Analysts warn the processor shortage could become acute as vendors shift capacity toward server chips, so buying sooner may avoid higher costs later. (digitimes.com) (heise.de)
Nikkei‑Asia’s reporting put the average price bump at roughly 10–15% across CPU product lines, with Intel’s adjustments slated to take effect in March and AMD’s in April. (pcmag.com) Supply‑chain checks show server CPU lead times stretching as long as six months in some markets, while AMD client/server lead times are being quoted at about 8–10 weeks. (qz.com) Multiple trade outlets say both chipmakers are reallocating wafer output toward data‑center and AI server SKUs, and Intel has publicly signalled it will prioritise datacenter customers over client‑PC shipments. (pcworld.com) Intel channel executive David Feng confirmed to CRN that Intel has raised OEM CPU prices amid ongoing supply constraints. (crn.com) Financial markets reacted on March 25, 2026: Intel and AMD shares each climbed roughly 6–8% after reports of the planned price moves. (finance.yahoo.com) OEMs named in reporting — including Dell, HP and Asus — are already reporting extended delivery times and some postponed system launches as manufacturers substitute parts or wait for allocations. (techspot.com) Market commentary from component analysts and outlets now projects consumer‑facing PC and notebook prices could rise in the same 10–15% band if capacity remains skewed to servers and AI infrastructure. (techpowerup.com)
