Reports indicate that Intel CPUs will see another 10% price increase.

动察 Beating AI Flash News: Supply chain sources revealed that due to soaring overall costs, Intel (INTC.O) has been gradually raising prices on PC CPUs over the past year, with a tentative additional 10% increase slated for early October. Despite a projected slight decline in the PC end-market by 2027, Intel still opts to hike CPU prices, underscoring that boosting gross margins is the primary goal, and the past practice of price-cutting to gain market share is no longer seen.

Supply chain analysis suggests that if Intel sets low gross margins as a key threshold for product retention, some products will inevitably be phased out. Once this demand is released, it could offer opportunities for Arm-based players such as MediaTek and Qualcomm to enter the market. Particularly in the IPC, edge computing, and IoT sectors, Arm SoCs hold advantages in high integration and low power consumption.