Intel has raised prices on multiple generations of PC processors starting in September, with high-end Panther Lake chips increasing by 15% to 20%, according to supply chain sources cited by the Industrial and Commercial Times. According to ChainCatcher, Qualcomm increased pricing for multiple chip platforms by about 10% on October 1, while AMD is reportedly preparing to follow, though the size, scope, and timing of any increase have not been confirmed.

The report said Intel has raised prices three times since late last year. Its September 1 adjustment varied by product line, with the biggest increases concentrated in high-end Panther Lake products that use advanced GPU tiles rather than across the full lineup. Meteor Lake and Arrow Lake prices rose by about 5% to 10%.

Panther Lake uses a heterogeneous integration design, with the CPU Compute tile manufactured on Intel 18A and the high-end GPU tile outsourced to TSMC's N3E process. The largest price increases were said to affect the high-end GPU components made with TSMC's advanced nodes.

Supply chain sources said Qualcomm's Snapdragon X and X2 Elite platforms were among those raised by about 10% starting in October. AMD's Ryzen and EPYC products also rely heavily on TSMC's advanced processes, and its next-generation EPYC is moving toward 2-nanometer production. Industry participants said process upgrades, higher-end product mixes, and AI computing demand are all pushing up CPU prices, while AI, smartphones, and high-performance computing compete for TSMC's 3-nanometer capacity and 2-nanometer production ramps up.