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Intel's 25% Revenue Surge, TSMC Price Shock & the Sub-$500 PC Collapse
Audio is available on Spreaker — see link below.
AI datacenter demand is cannibalising PC memory supply, pushing Intel's revenue up 25% on pure pricing power while Gartner warns sub-$500 laptops vanish by 2028. Today's briefing covers Intel's Q2 results, TSMC's January 2027 price hike, Rapidus's 2nm partner push, and the CHIPS Act packaging market taking shape.
Audio is available on Spreaker — see link below.
Intel just raised CPU prices for the third time in a single year. The latest hike, ten percent on list prices, brings the cumulative increase to around thirty percent year-on-year.
Gartner's projection makes the stakes concrete. Sub-five-hundred-dollar PCs are expected to disappear from the market by twenty twenty-eight.
Intel's second-quarter twenty twenty-six results tell you something about how sustainable this strategy looks from the inside. Revenue came in at sixteen point one billion dollars, up twenty-five percent year-on-year.
Shift to Japan. Rapidus, the fifteen-billion-dollar state-backed chipmaker, announced seventeen design partnerships this week.
Back in the US, the domestic advanced packaging market is starting to show real numbers. A fresh forecast puts it at eleven point seven billion dollars by twenty thirty-one, up from nine point six billion in twenty twenty-six.
One forward-looking signal to hold. Intel's October hike is the first wave.
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