Intel reportedly set to hike CPU prices by 10% ahead of 'major annual product' launch in March 2027 — report says AMD will follow up between June and July

Intel is reportedly set to hike CPU prices by 10%, according to a new Digitimes report. Citing supply chain sources, the outlet says the increase follows two others, one in the first quarter of 2026 and another in July, among some server and client CPUs. Notably, the sources didn't say which products the price increase applies to, though presumably, the increases would come through Intel's mobile and server businesses before desktop client. Citing industry sources, DigiTimes also reports that Intel is set to launch "major annual products" in March 2027, with AMD following up with launches of its own between June and July.

The increases come on the back of Intel seeking higher gross margins for its products as the PC market shrinks. This is a story we've heard directly from Intel in the past. In its most recent earnings call in July, Intel chief financial officer David Zinsner attributed a 13% YoY increase in Intel's client revenue to higher average selling price, not a higher volume of sales.

Although the Digitimes report doesn't clarify which products will see a price increase, server and mobile seem like the most likely candidates. Intel's most recent Panther Lake calls for high-speed LPDDR5X-7467 memory as a minimum, and last-gen Lunar Lake CPUs have on-package memory. Naturally, higher memory prices put more pressure on fully built systems like laptops more so than socketed, standalone desktop processors.

On the server end, there's been an unprecedented increase in demand for server CPUs on the back of agentic AI workloads. That demand led to several consecutive records for Intel's share price, even without any major product announcements. Earlier in the year, Wall Street estimated the server CPU market would rise to around $120 billion by 2030 (currently around $30 billion). Now, those projections go up to as high as $220 billion.

According to the report, Intel is set to launch a major new annual product in March 2027, followed by AMD between June and July. Last week, a leaked Intel roadmap showed the company's next-gen Nova Lake desktop CPUs entering mass production in Q4 2026 with a release in Q1 2027, lining up with DigiTimes' report.

Although the timelines line up, the rumor mill has suggested an early Q1 launch for Nova Lake. It's worth noting that the DigiTimes report doesn't make mention of which product Intel will launch in March. This year, for instance, Intel launched its Xeon 600 CPUs for HEDT in March.

Perhaps more interesting is the AMD timeline. We already know of one major AMD product launch in the second half of 2027, which is Venice-X. Those are Zen 6 server CPUs with AMD's 3D V-Cache, packing up to 1,152 MB of L3 cache on the chip. Otherwise, that timeframe seems to point to AMD's next-gen desktop CPUs with the Zen 6 architecture, codenamed Olympic Ridge.

AMD launched its Venice server CPUs earlier this year, the first sporting the Zen 6 architecture. We haven't heard anything official about Zen 6 in the desktop yet. That's strange given AMD's last several releases. There was about a two-year gap between Zen 3 and Zen 4, as well as Zen 4 and Zen 5, on desktop. We've just crossed the two-year mark for Zen 5, so assuming AMD keeps a similar launch cadence, we'd expect to hear something sooner than June or July or next year.

That same explosive demand in server CPUs could have changed AMD's launch plans, however. Given that we haven't heard anything official about Olympic Ridge at this point, a launch in June or July isn't out of the question.

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