Rising CPU Prices Could Boost Intel and AMD — Which Stock Is the Better Bet?

Rising central processing unit (CPU) prices are emerging as a near-term catalyst for semiconductor stocks, with Intel (INTC) and Advanced Micro Devices (AMD) both set to benefit from improving pricing dynamics. On March 25, shares of INTC and AMD rose 7.1% and 7.3%, respectively, following a report that the two companies plan to increase prices across their CPU product lines. The move comes amid tightening supply conditions, which are strengthening the industry’s pricing environment and are likely to suppo ...