Sources indicate that AMD is preparing to raise prices by approximately 10% on multiple product categories, including GPUs and motherboard chipsets, with CPUs potentially affected as well. AMD has not yet officially announced this price adjustment.
The reported price increase plan is said to be related to rising upstream silicon wafer procurement costs. Most of AMD's chips are manufactured by TSMC, so changes in wafer prices directly increase its product costs. To maintain profits and business operations, AMD may pass these increased costs on to partners and consumers.
AMD has previously adjusted CPU and GPU prices, with changes influenced by factors such as market demand and high DRAM prices. Compared to these products, the motherboard chipsets mentioned in this news are drawing more attention, as AMD rarely adjusts prices for this category. Motherboard manufacturers may also need to adjust their product pricing accordingly.
Reports also mention that if TSMC universally raises wafer prices by about 10% across processes ranging from the 2nm N2 node to some more mature technologies, AMD may continue to pass these costs on to partners and the end market. As a fabless chip design company, AMD relies on external foundries for production, making it susceptible to fluctuations in wafer pricing.