AMD shares rose 5% following a supply-chain report that the company plans a 10% price increase on AI accelerator chips, consumer graphics processors, and motherboard chipsets starting in Q4. The increase is linked to higher wafer costs from its foundry partner, Taiwan Semiconductor, but AMD has not confirmed the report. Investors see this as a sign of AMD's pricing power rather than just passing on supplier costs, which has also lifted semiconductor stocks like NVIDIA and Taiwan Semiconductor, though to a lesser extent. The market awaits official confirmation, as the price hike could either reflect strong demand or simply cost pass-through, impacting AMD's margins and future sales volume.
Following the news of AMD's planned chip price increase, related semiconductor stocks have shown modest gains. On Pluang, Nvidia shares are up 0.99% at USD 224.46, while Taiwan Semiconductor trades at USD 438.85, rising 0.96% as of Sep 21, 2026 20:51 WIB. These movements highlight cautious investor optimism in semiconductor pricing power and supply dynamics.
AMD shares surged to a new all-time high of $609.71, marking a 172.84% gain year-to-date in 2026. This rally was driven by a report that AMD is raising chip prices by 10%, alongside strong demand from the AI boom benefiting semiconductor firms. Intel...
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An investor continues to buy Nvidia shares despite concerns over China and a tech sector selloff because Nvidia's AI-related products remain in high demand and supply-constrained. Nvidia reported 105.85% year-over-year revenue growth, with management...
Despite market skepticism, semiconductor stocks, especially Nvidia and Broadcom, remain strong due to robust fundamentals and growing AI chip demand. Valuations are at multi-year lows even as industry earnings forecasts improve and compute capacity i...
