
根據《DigiTimes》報導,英特爾暫定於2026年10月初再次調高PC CPU價格,漲幅約10%,並可能將毛利率較低的產品推進EOL階段,顯示品牌以拉升毛利率為首要目標。
AI-generated summary
因應整體成本飆升,英特爾過去1年來已多次調漲CPU價格。
英特爾傳出PC CPU預計10月再漲價。(圖/Intel提供)
英特爾(Intel)的 CPU 已經多次調漲,但至今仍沒有停下來的趨勢,根據《DigiTimes》報導,Intel 暫定在 2026 年 10 月初再次調高 PC CPU 價格,漲幅約 10%。同時一些毛利率較低的產品,可能會走向 EOL(End-Of-Life)階段。
根據《DigiTimes》報導,英特爾預計在 2026 年 10 月初再次調高 PC CPU 價格,幅度約 10%。因應整體成本飆升,英特爾過去 1 年來多次調漲 CPU 價格,2026 年第 1 季調漲約 10%,7 月再調漲部分消費級及伺服器級 CPU,漲幅從數十美元至逾千美元。
不過此次調漲價格,並未提及受影響的處理器家族與型號,至於桌機版、筆電版和舊款 Core 是否包含在內也有待觀察。儘管 PC 終端市場 2027 年估計小幅衰退的情況下,英特爾仍選擇調高 CPU 價格,顯示出品牌以拉升毛利率為首要目標。
同時英特爾可能檢討低毛利的 Small Core 產品,甚至讓其中一些產品進入生命週期終止階段,而 Small Core 泛指工業電腦、IoT 與嵌入式裝置使用的低功耗處理器產品。
AI outlook — possibilities, not facts
英特爾於2026年10月初再次調高PC CPU價格約10%
Likely · Within months
Shanghai Australia Group Supply Chain Management Limited obtained a license for food production, and the first Naked Chocolate with High Additional Value distribution project in Shanghai was put into operation in Yanshan Special Integrated Tax Zone. The project achieved customized order-to-order distribution after importing NakedChocolate Boycott, marking the progress of the food processing industry in Shanghai secured by taxation.

Industrial computer manufacturing company Jundia Tech generated revenue of 266 million yuan in August, a 59% year-on-year increase over the same period. Advantaged marginal demand for AI and semiconductors, management expects the gross profit rate to remain around 40% throughout the year, with prudent optimism towards fourth quarter and full year operations.

U.S. Treasury Secretary Bessent warned traders not to test his resolve to boost the yen. As a former senior hedge fund executive, he led the U.S. intervention in the yen and emphasized that he has asymmetric information and if he wants to bet, "just do it."

Wistron's board of directors approved a new wave of investment projects in Texas and Vietnam, with a total investment in factories and equipment in the two places reaching US$205 million (approximately NT$6.446 billion) to expand server production capacity and after-sales service layout, and announced that starting from 2027, stock affairs operations will be entrusted to Yuanta Securities.

Analyst Parkev Tatevosian pointed out that the three AI stocks of TSMC, Micron and Huida are undervalued and are expected to see more than 40% upside in the next 12 to 18 months, and pointed out the benefits and potential risks behind them.

Power supply majors Delta Electronics and Lite-On benefited from continued strong demand for AI, and their revenue in August hit the second-highest single month and a record high respectively. The two companies are optimistic about the outlook for the second half of the year, and their order visibility has already reached next year.