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

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 further 10% increase scheduled for early October. Despite a projected slight decline in the PC end-market by 2027, Intel still chooses to hike CPU prices, underscoring that boosting gross margins is the top priority, and the past practice of price-cutting to grab market share is no longer seen.

Supply chain analysts suggest that if Intel sets low gross margins as a key threshold for product retention, some products will inevitably be phased out. Once such demand is released, it could give Arm camp players like MediaTek and Qualcomm an opportunity to break in, especially in the IPC, edge computing, and IoT markets, where Arm SoCs offer advantages in high integration and low power consumption.