Intel, AMD Stocks Climb on Anticipated CPU Price Increases

TLDR

• Intel and AMD shares each rose around 7% on Wednesday following reports of planned CPU price increases of 10–15%
• Nikkei Asia reported both companies informed customers that prices would increase starting in March and April
• Intel cited “sustained demand, increased component and material costs” as reasons for the hikes
• This follows multiple earlier price increases this year, with delivery lead times also increasing
• The broader semiconductor index gained 1%, with Nvidia, Marvell, and Qualcomm also posting gains

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(SeaPRwire) –   Intel and AMD shares experienced a sharp increase on Wednesday after a report indicated that both chipmakers are raising prices on their central processing units. This development positioned both stocks among the top daily performers on the S&P 500.

Advanced Micro Devices, Inc., AMD

Nikkei Asia reported that Intel and AMD have notified their customers of plans to increase prices across their CPU product lines. These price adjustments are scheduled to take effect in March and April, with average increases ranging from 10% to 15%. Some products are anticipated to see even more significant price changes.

Intel confirmed these changes in a statement to Investopedia. A spokesperson stated that the pricing adjustments reflect “sustained demand, increased component and material costs, and evolving market dynamics.” AMD did not provide a comment when contacted.

Intel shares were up approximately 7% in Wednesday’s trading. The stock has now seen a gain of nearly 20% in 2026 so far, partly fueled by optimism surrounding government support for domestic chip manufacturing and speculation about new client agreements.

AMD shares also climbed around 7% on the day. However, the stock was still down about 4% for the year entering Wednesday’s trading session. Investors have expressed concerns regarding AMD’s competitiveness against Nvidia in the AI chip market.

Why Chip Prices Are Rising

This is not the first instance of Intel and AMD increasing their prices this year. Both companies have already implemented multiple price hikes in 2026, as supply constraints have tightened. Delivery lead times have also extended, according to the Nikkei Asia report.

Demand for chips has remained robust across both consumer and enterprise sectors. Higher prices, coupled with steady demand, could lead to improved revenue and profit margins for both companies.

The PHLX Semiconductor Index saw a 1% increase on Wednesday. Nvidia, Marvell Technology, and Qualcomm also experienced gains alongside Intel and AMD.

Broader Market Also Supported the Rally

Beyond chip-specific news, the broader markets moved higher on Wednesday. S&P 500 futures increased by about 0.6% following reports that the U.S. had drafted a plan to cease hostilities in the Middle East.

Oil prices fell 5% to below $100 a barrel. This eased some concerns about energy-driven inflation, which had previously impacted tech stocks negatively in recent weeks.

AMD also benefited from company-specific positive developments. The company recently announced a deal with Meta to deploy 6 gigawatts of graphics processing units. This agreement contributed to a more positive sentiment regarding AMD’s business outlook.

Intel shares entered Wednesday with strong year-to-date momentum, while AMD was working to recover previous losses. The news of CPU price hikes provided a boost to both stocks on the same day.

Delivery lead times for processors have lengthened in conjunction with the price increases, according to the Nikkei Asia report, reflecting tighter supply conditions throughout the chip industry.