Intel, Qualcomm, and AMD are all raising CPU prices. The common thread? TSMC's advanced wafer costs are going up across the board.
This is classic supply chain economics playing out in real time. When your foundry partner controls the most advanced nodes and demand is hot, pricing power shifts upstream. TSMC isn't just a supplier here — they're the bottleneck.
For investors, this is a reminder that margin pressure doesn't always come from competition or demand weakness. Sometimes it's just input costs rising faster than you can pass them through. Watch how each of these companies manages gross margins over the next few quarters.
$INTC $QCOM $AMD $TSM
This is classic supply chain economics playing out in real time. When your foundry partner controls the most advanced nodes and demand is hot, pricing power shifts upstream. TSMC isn't just a supplier here — they're the bottleneck.
For investors, this is a reminder that margin pressure doesn't always come from competition or demand weakness. Sometimes it's just input costs rising faster than you can pass them through. Watch how each of these companies manages gross margins over the next few quarters.
$INTC $QCOM $AMD $TSM