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Barchart
Barchart
Yiannis Zourmpanos

CPU Prices Appear to Be Climbing. Does That Make Intel Stock a Buy Here?

Intel Corporation INTC AMD

Something rather interesting is happening in the CPU segment, and this isn’t getting enough attention yet. Pricing power is back. Intel (INTC) and AMD (AMD) are both increasing CPU prices by around 10% to 15%, and sometimes even higher. That’s not noise; that’s a signal.

Furthermore, the increase in delivery times ranging from a few weeks to several months may be a signal of a more profound issue. This isn’t merely a cyclical issue; this is a structural issue. CPUs, which are normally ignored by the public in favor of GPUs, are becoming relevant once again.

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