AMD prices could rise by 10% due to TSMC manufacturing hikes, according to Club386
Hardware enthusiasts might face higher costs in the coming months. According to reports from Club386, AMD is allegedly planning to raise prices for its components by 10% to offset rising manufacturing costs from TSMC.
The information comes from ChannelGate, the WeChat-based arm of the Chinese leak site BoBantang. Citing unnamed supply chain sources, the report claims that TSMC has notified its customers, including AMD, that foundry production costs will increase by approximately 10% in Q4 2026.
ChannelGate specifically mentions that the price hike will impact AI accelerators, consumer-grade GPUs, and motherboard chipsets. While the report does not explicitly name CPUs, they are likely to be included, given AMD's reliance on TSMC for manufacturing chips for the AM4 and AM5 platforms.
If these rumors hold true, AMD appears unlikely to absorb these additional costs, choosing instead to pass them down to partners. This move would likely result in a price increase for end consumers. This potential shift comes at a sensitive time for the market, especially as some hardware, like the Radeon RX 9070 XT, is already seeing retail prices $150 (+25%) higher than its initial MSRP.
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