AMD Jumps 5% as Reported 10% GPU and CPU Price Hike Tracks TSMC Costs
Updated
Updated · TipRanks · Sep 17
AMD Jumps 5% as Reported 10% GPU and CPU Price Hike Tracks TSMC Costs
3 articles · Updated · TipRanks · Sep 17
Summary
AMD shares rose 5% Thursday after reports said the chipmaker plans a 10% price increase for GPUs and potentially CPUs and chipsets.
TSMC wafer cost increases are driving the move, with AI-fueled demand from data centers straining component supply chains and lifting silicon prices.
A prior report said AMD had already notified partners of the hike, with some increases potentially taking effect in Q4 2026 and extending to Ryzen CPUs.
The reported pricing move would continue AMD’s pattern of passing higher manufacturing costs to customers as AI demand reshapes chip supply and pricing.