MentoviaX(@MentoviaX):$INTC is now a clear winner of this whole wave of CPU price raise.... as memory prices are going up 5-7X, Intel expects that memory would push for 75% cost composition within lower-end AI products such as co-pilot enabled laptops and smart phones.... and for servers, the need for CPU pushes the bar substantially higher.... and Intel has been raising its own price on CPUs along the way, essentially ensuring its profit margin without potentially sacrificing market share.....

MentoviaX

@MentoviaX

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MentoviaX@MentoviaX

2026.09.18 00:10

$INTC is now a clear winner of this whole wave of CPU price raise.... as memory prices are going up 5-7X, Intel expects that memory would push for 75% cost composition within lower-end AI products such as co-pilot enabled laptops and smart phones.... and for servers, the need for CPU pushes the bar substantially higher.... and Intel has been raising its own price on CPUs along the way, essentially ensuring its profit margin without potentially sacrificing market share.....