Intel has raised prices for multiple generations of PC processors starting in September, according to a Commercial Times report cited by ChainCatcher and attributed to supply chain sources. The steepest increase was said to be in high-end Panther Lake chips, where prices rose 15% to 20%. The report said Intel has now lifted prices three times since the end of last year.
The pricing move was described as product-line specific rather than a blanket increase. High-end Panther Lake parts carrying advanced GPU tiles saw the largest adjustments, while Meteor Lake and Arrow Lake were said to rise about 5% to 10%. The report linked the sharpest increases to components made with TSMC’s advanced process technology.
It also said Qualcomm raised quotes for platforms including Snapdragon X and X2 Elite by about 10% from Oct. 1. AMD was reported to be preparing similar action, though the size, scope and effective date were still unconfirmed. Industry sources cited process migration, premium product positioning and AI compute demand as factors pushing CPU prices higher, while AI, smartphones and high-end computing continue to compete for TSMC’s 3 nm capacity as 2 nm moves into volume ramp-up.
Intel raised prices on multiple generations of PC processors starting in September, with high-end Panther Lake products increasing 15% to 20%, according to a Commercial Times report cited by ChainCatcher and attributed to supply chain sources.
The report said Intel has raised prices three times since the end of last year. From Sept. 1, the company adopted differentiated pricing by product line. The biggest increase was in high-end Panther Lake products, mainly models equipped with high-end GPU tiles, rather than across the entire lineup. Meteor Lake and Arrow Lake were reported to have risen about 5% to 10%.
Panther Lake uses a heterogeneous integration design. Its CPU compute tile is produced on Intel 18A, while the high-end GPU tile is manufactured by Taiwan Semiconductor Manufacturing Co. (TSMC) on N3E. According to the report, the largest increase in this round was concentrated in the high-end GPU portion that uses TSMC’s advanced process technology.
Supply chain sources also said Qualcomm raised quotes by about 10% from Oct. 1 for platforms including Snapdragon X and X2 Elite. AMD was reported to be preparing to follow, although the size of any increase, the product scope and the effective date had not been confirmed.
The report added that AMD’s Ryzen and EPYC lines rely heavily on TSMC’s advanced nodes, and that the next-generation EPYC is moving toward 2 nm. Industry sources said process upgrades, higher-end product positioning and AI compute demand are all pushing CPU prices upward. At the same time, AI, smartphones and high-end computing are competing for TSMC’s 3 nm capacity, while 2 nm is entering a volume production ramp.
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