Subject


CPU


2026-04-24

[News] Intel Says AI Inference Pushes CPU Ratio From 1:8 Toward 1:1; 18A Yield Target Advanced to Mid-Year

The recent CPU surge is steering Intel toward a long-awaited turnaround. The company projects second-quarter revenue of $13.8 billion to $14.8 billion, above the $13.07 billion consensus, according to Reuters. Market attention, however, centered on CEO Lip-Bu Tan’s comments that the CPU-to-GPU mix...

2026-04-22

[News] Server CPU Prices Up as Much as 20% Since March; Intel May Raise Prices Another 8%–10% in 2H26

Amid a continued surge in AI computing demand, the CPU market is entering a new wave of price increases. According to Commercial Times, ODMs indicate that since March, consumer and server CPU prices have risen by 5%–10% and 10%–20%, respectively. Supply chain sources also say major international...

2026-03-16

[News] NVIDIA GTC Could Spotlight CPUs for Agent AI with Intel Partnership and CPU Racks Highlighted

As NVIDIA GTC 2026 gears up to kick off in just a few hours, all eyes might be on an unexpected star: CPUs. While NVIDIA rose to fame on GPUs, Intel is stepping into the spotlight—not just attending, but helping steer NVIDIA’s computing future, with Team Blue taking a more prominent role this ye...

2026-03-13

[News] Intel Reportedly Says CPU Supply Tightness Is Affecting All Customers; Chromebooks Hit Hard

As the memory shortage persists, CPU supply is also tightening. According to CRN, Intel Global Channel Chief Dave Guzzi said the chipmaker’s CPU constraints are likely affecting partners across the board, though he does not expect shortage-related price increases to approach the scale seen in memo...

2026-02-04

[News] CPU Prices Reportedly Diverge as Consumer Stays Flat Despite Potential 15% Server-Grade Hikes

To what extent are CPU prices rising, and how is this playing out in the consumer market? Despite growing speculation about price hikes, a report by Cailian Press finds that consumer CPU prices have so far remained largely stable. According to the report, based on observations in Shenzhen’s Huaqia...

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