Economic Observation Network The continuous shortage of Intel server CPUs has attracted market attention, and the demand for AI computing power has changed the traditional downward logic of CPU prices. Intel is favored by investment banks and has room for price increases.

Institutional perspective:
The direct catalyst for the rise is the market's recognition of Intel's continued shortage of server CPUs and its ability to increase prices. On July 8th, investment bank Wedbush released a report stating that given the continuous supply shortage in the server CPU market, Intel still has room for further price increases in this quarter and will not have a significant impact on demand Previously, Intel had confirmed that it had raised the official prices of some server CPUs by hundreds or even thousands of dollars The computing power demand brought by AI is changing the traditional logic of the CPU market that "prices only decrease and not increase" 。

The above content is based on publicly available information and does not constitute investment advice.