The two major CPU giants may raise prices again

Glonghui, April 23 — As demand for AI computing power continues to surge, the CPU industry may be poised for a new wave of price increases. According to reports, TSMC rarely expands production once its process technologies have matured. However, the company has recently continued to increase its 3nm production capacity to address the simultaneous boom in CPUs and AI ASICs. It is reported that mainstream CPUs from Intel and AMD, as well as NVIDIA's soon-to-be-launched Vera CPU, all use the 3nm process. Moreover, CPU giant Intel recently announced it would repurchase a 49% stake in the Ireland Fab 34 wafer plant for $14.2 billion, regaining control of production capacity. This plant is a key site for the Intel 4 and Intel 3 processes and is currently one of the highest-yielding advanced process wafer plants.