Intel raised PC processor prices by roughly 10 percent on October 5, its third increase in under a year, and says it cannot fill more than half the orders it receives. Memory is the reason.
- DRAM and NAND prices sit five to seven times higher than a year ago, per Intel chief executive Lip-Bu Tan.
- AMD is raising prices about 10 percent from the fourth quarter on Instinct accelerators, Radeon graphics and chipsets, passing on a TSMC wafer increase.
- Micron expects the memory squeeze to tighten through 2028.
Watch whether the increases hold once memory capacity catches up. The cost has moved off the AI rack and onto the general compute bill. Full breakdown.
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