Intel and AMD Raise Prices in China by 40%, Delivery Times Lengthen

Intel and AMD have begun requiring data center customers in China to commit to purchase orders spanning one to two years. This has led to significant changes in the server processor market. Since the start of the year, prices for some server processors have increased by over 40%. During the same period, delivery times have extended to as long as six months. These developments are impacting data center operators in China. Long-term purchase commitments complicate cost planning for customers, while price increases and delivery delays create pressure on the industry. This policy by Intel and AMD is linked to bottlenecks in the global chip supply chain and rising demand. The shift in the Chinese market could have similar effects in other regions. This is not investment advice.

📊 INTC — Piyasa Yorumu

▲ up · 65%

Intel's decision to raise prices by 40% in China may have a positive short-term impact on its stock. Technical indicators show the RSI in neutral territory (around 50) and the MACD just above the signal line, suggesting weak bullish momentum. The price is trading near the 20-day moving average (102.69) and has gained 7.16% in the last 24 hours. However, extended delivery times could offset demand pressure, limiting the upside. Overall, a slight upward movement is expected in the short term.

RSI 14

49.9

MACD

1.15

24h Δ

7.16%

📊 AMD — Piyasa Yorumu

▲ up · 65%

The news that AMD has raised prices in China points to robust demand, and the stock closed with a strong 11% gain, presenting a positive short-term outlook. With an RSI of 62, it has not yet entered overbought territory, while the MACD remains above its signal line, maintaining upward momentum. The price trading above both the 20-day and 50-day moving averages further supports the technical structure. However, the price increase may extend delivery times, raising concerns about supply constraints, so the bullish outlook is tempered with cautious optimism.

RSI 14

62.3

MACD

10.84

24h Δ

11.15%

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