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英特尔CPU芯片库存预计2026年一季度耗尽,决定涨价调整供需关系
Huan Qiu Wang Zi Xun· 2025-10-25 03:25
Core Insights - Intel's CFO David Zinsner indicated that the company is experiencing an unexpected surge in demand for server and personal computer processors, leading to accelerated depletion of chip inventory, with a potential inventory shortage expected by Q1 2026, marking a challenging period for meeting market demand [1][3] Group 1: Demand and Supply Dynamics - The demand for data center and client CPUs is rapidly increasing, particularly for Intel's Xeon series server CPUs, with the Xeon 6 "Granite Ridge" chip being a key driver of this growth [1] - Intel is expanding its chip production lines, including the ramp-up of Intel 7 process node capacity, to address the high demand, but supply tightness is expected to persist starting in 2026 [1][3] Group 2: Pricing Strategy - In response to the tight supply environment, Intel plans to adjust prices for the Raptor Lake processors, increasing them by $20 from the current price range of $150 to $160, which represents a more than 10% increase [3] - This price adjustment is part of Intel's strategy to manage inventory pressure and optimize the supply-demand structure across different market segments [3]