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Semiconductor stocks rally broadly, Intel (INTC.US) rises over 4%
On Monday, semiconductor stocks generally rose, with Intel (INTC.US) up over 4%, Marvell Technology (MRVL.US) up nearly 4%, AMD (AMD.US) up over 2%, and NVIDIA (NVDA.US) up nearly 2%.
According to reports, after storage chips and packaging, the semiconductor supply chain may experience a new wave of price increases. UMC, Advanced Semiconductor Engineering, and Powertech Technology are expected to raise prices starting as early as April, with increases of up to 10% or more.
Intel’s global channel manager Dave Guzzi recently stated that the current CPU supply shortage is affecting all partners, including cloud service providers, OEM manufacturers, and system integrators. Although the price increases are not as crazy as in the memory market, price hikes are now inevitable. Guzzi said that partners generally receive fewer goods than expected, whether they are cloud service providers, OEMs, or system integrators, and they are unable to obtain the expected supply.