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CPU prices are rising again due to severe shortages
$AMD $INTC $ARM $TSMC $NVDA
Industry sources say that since March 2026, prices have already increased:
▶️ Consumer CPUs: up 5% to 10%
▶️ Server CPUs: up 10% to 20%
Supply chain sources say there could be another round of price hikes in Q3
The main reasons are:
▸ AI server demand is exploding
▸ Advanced-node capacity is too tight, so supply cannot keep up
$INTC already raised PC CPU prices in March and server CPU prices on April 1, with the market expecting another 8% to 10% increase in the second half of the year
$AMD plans two server CPU price increases, one in Q2 and one in Q3, for a total increase of around 16% to 17%
The shortage is linked to TSMC’s 3nm capacity, since major CPUs from Intel, AMD, and even NVIDIA’s upcoming Vera CPU are using advanced process nodes and competing for the same wafer capacity
CPU supply is expected to remain very tight through 2026 and 2027, and as long as AI infrastructure keeps expanding and advanced process and packaging bottlenecks remain unresolved, CPU prices will likely keep rising