金吾财讯 | 英特尔(INTC)盘中涨逾7%，截至发稿，报90.91美元，涨幅7.34%，成交额50.98亿美元。消息面上，近日媒体报道称，CPU市场正迎来一轮罕见的全面涨价周期，相关ODM厂商透露，自2026年3月起，消费级CPU价格已上涨5%—10%，服务器CPU涨幅更达10%—20%。供应链消息指出，英特尔(Intel)与AMD两大巨头正在筹备第三季度的进一步涨价，而CPU平均交货周期已从此前的1—2周大幅延长至8—12周。此外，亦有消息称，苹果正在评估将M系列芯片引入英特尔18A-P节点，谷歌则在探索利用英特尔EMIB(嵌入式多芯片互联桥接)先进封装技术用于TPU v8e项目，相关产品最早或于2027年落地。
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