AMD plans 10% chip price hike on TSMC costs

Shares of Advanced Micro Devices rose 1.4% in premarket trading on Friday, 18 September 2026, extending a three-session gain. The movement followed unverified reports that the chipmaker notified customers of plans to raise chip prices by 10% starting in the fourth quarter.

The price adjustment is linked to higher manufacturing expenses at Taiwan Semiconductor Manufacturing Company (TSMC), AMD's key foundry partner. According to supply-chain account ChannelGate, reported by technology outlet Wccftech, TSMC informed customers of an approximate 10% increase in foundry quotations as production costs rise.

The reported hike covers AMD artificial intelligence accelerators, consumer graphics processors and motherboard chipsets. The leak did not explicitly mention AMD's Ryzen processors, though higher wafer costs could create pressure to lift client CPU prices later, as they also rely on TSMC technology.

Cost pressures are spreading across the sector. AI cloud provider Nebius recently told customers it will raise rates on 1 October, increasing selected Nvidia GPU rates by roughly 17% to 21%, CPU-only instances by 25% and memory services by about 41%. AMD shares gained more than 12% across the prior three sessions and are up 154% year to date.