PC成本双重挤压：CPU与存储器同步涨价，品牌厂毛利承压

Group 1 - AMD is expected to raise prices for its CPU products, including the latest Ryzen 9000 series and several older processors, while Intel is also evaluating a price increase for its server processors [1] - The rising prices of CPUs and DRAM, which are the two main cost components in PCs, are putting pressure on brand manufacturers like Acer and ASUS, potentially affecting their profit margins [1] - Despite the cost pressures, Wall Street is optimistic about the future operations of AMD and Intel, with expectations of strong server demand and accelerated chip inventory digestion [1] Group 2 - The CPU market is shifting from being heavily reliant on the PC market cycle to becoming a key component in data center computing platforms, driven by AI servers, high-performance computing, and cloud infrastructure [2] - AMD is advancing new products in both the data center and PC segments, with the AI GPU MI355 and the upcoming MI455, while expanding the EPYC series in cloud and AI servers [2] - Intel is enhancing its data center and consumer product lines, accelerating the rollout of new server platforms and Gaudi AI accelerators, along with the Core Ultra processors and Panther Lake platform [2]