Orders
CommemorativeCPU price hikes are a conditional tailwind for $Intel(INTC.US)and $AMD(AMD.US), not automatically bullish.
If driven by strong demand + tight supply, then yeah — higher ASPs → margin expansion → real earnings upside.
But if it’s cost-push (geopolitics / supply chain), you risk demand getting hit and orders delayed.
INTC is more volume-sensitive, AMD benefits more from premium mix.
So the key is simple: pricing power vs demand destruction.
@Bridge Buzz SG
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