AMD · News · 20260922N

Supply Chain and Pricing Pressure

ADVANCED MICRO DEVICES INC · 2026-09-22 · Importance 36 · Surprise 40

An unconfirmed supply-chain report indicated that AMD may raise prices by 10% in the fourth quarter for AI accelerators, consumer GPUs, and motherboard chipsets. The reported increases were attributed to higher wafer costs from foundry partner Taiwan Semiconductor. The report suggested AMD may be exercising pricing power rather than merely passing through manufacturing costs, although AMD had not officially confirmed the changes.