TSMC's foundry price increase is expected to have a ripple effect; AMD's entire chip lineup is reportedly expected to see a 10% price increase starting in Q4, bucking the trend and raising prices in line with Intel's.
Recent reports indicate that AMD plans to pass on the increased wafer foundry costs from TSMC to its downstream customers, with prices for all its chip products expected to rise by approximately 10% starting in the fourth quarter of 2026. This decision reflects the structural pressure of upstream manufacturing costs