英特尔、AMD据悉与中国客户签订长期服务器CPU采购协议，部分产品年内涨价超40%
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Intel raises prices for some CPUs
Mars Finance reported on July 6th that Intel has raised the recommended retail price of some consumer and server CPUs, primarily affecting the Core Ultra 200S Plus consumer processors and some Xeon 6 and Xeon 8000 series server processors. Consumer products saw increases of approximately $30 to $50, while server products increased by several hundred to over $1,000. Intel responded that the price adjustments are based on regular monitoring of the supply chain and related costs. (Science and Technology Innovation Board Daily)
Hongchuan Intelligent Computing: Establishes a computing power and storage supply chain with Changxing Semiconductor; DDR5 memory modules delivered to a leading GPU design manufacturer.
Mars Finance reported on June 26 that Hongchuan Intelligent Computing, a subsidiary of Hongchuan Smart Technology, recently completed the delivery of a batch of enterprise-grade DDR5 memory modules to a leading domestic GPU design manufacturer for server verification and computing center construction of its AI computing chips. This is one of the first major orders secured by Hongchuan Intelligent Computing since obtaining official agency authorization from Changxing Semiconductor in May 2026, marking a substantial step forward in the industry chain collaboration between domestic high-end storage and domestic GPU chip design manufacturers. To support this cooperation and subsequent procurement, Hongchuan Smart Technology, the parent company of Hongchuan Intelligent Computing, announced in June 2026 that it plans to provide a joint liability guarantee of up to 160 million yuan for Hongchuan Intelligent Computing's purchase of memory modules and other products from Changxing Semiconductor, and also plans to provide a guarantee of up to 400 million yuan for the purchase of GPU cards and computing server equipment from Suiyuan Technology. (Wide Angle Observation)
Goldman Sachs initiates coverage on Intel with a neutral rating and a target price of $150.
According to Odaily Odaily, Goldman Sachs issued a research report, giving Intel a "neutral" rating for the first time with a target price of $150. The report expects Intel to benefit from the rising demand for server CPUs driven by agent-based AI, estimating that the GPU/CPU ratio could gradually decrease from 2x to about 1.1 to 1.4x. Goldman Sachs believes that Intel, as the leader in the US wafer foundry industry, will make progress in its advanced packaging business in the short term, with revenue expected to reach approximately $10 billion by 2030, while external wafer revenue is projected to reach $11 billion by 2030. Goldman Sachs also believes that Intel currently offers a relatively balanced risk-reward ratio, while AMD, NVIDIA, and Broadcom provide more attractive opportunities.
MGBX will launch spot trading for AMDB (Advanced Micro Devices), EWYB (iShares MSCI South Korea ETF), INTCB (Intel), and MSTRB (Strategy Inc).
According to Odaily sources, MGBX will be available for spot trading on AMDB (Advanced Micro Devices), EWYB (iShares MSCI South Korea ETF), INTCB (Intel), and MSTRB (Strategy Inc) at 18:00 (SGT) on June 24, 2026. Top-up opening time: June 24, 2026, 16:00 (SGT) Trading opens on June 24, 2026 at 18:00 (SGT). Withdrawals will reopen on June 25, 2026 at 19:00 (SGT).
Binance Spot will launch four tokenized security trading pairs today, including AMD, Intel, and Strategy.
PANews reported on June 23 that, according to an official announcement, Binance Spot will open trading pairs and spot algorithmic order services for bStocks Advanced Micro Devices (AMDB), iShares MSCI South Korea ETF (EWYB), Intel (INTCB), and Strategy (MSTRB) on June 23, 2026 at 21:30 (UTC+8). These trading pairs will enjoy zero order placement fees, and the promotion will run from launch until August 31, 2026 at 23:59 (UTC+8). Users can convert their directly held stocks to bStocks at a 1:1 ratio with zero conversion fees. Deposits and withdrawals for AMDB, EWYB, INTCB, and MSTRB will open on June 23, 2026 at 22:30 (UTC+8).
Jim Cramer: The logic behind AI transactions is shifting, and suppliers like Micron and Intel will benefit from a cycle of massive spending.
According to BlockBeats, on July 1st, former hedge fund manager and CNBC host Jim Cramer stated that Wall Street's pricing logic for AI deals has shifted. The market is now rewarding tech companies that provide products for the AI boom, rather than customers who pay for AI investments. Cramer noted that the combined market capitalization of the "Big Seven" companies evaporated by approximately $2.3 trillion in June, as investors began to question whether these companies' massive AI spending would ultimately generate sufficient profits and free cash flow. Amazon, Alphabet, Microsoft, and Meta are among the companies with the largest AI data center spending, and he believes these hyperscale cloud service providers are becoming victims of their own AI ambitions. Cramer stated that while these companies have the financial capacity to continue investing billions more, market demand for computing infrastructure has exceeded supply, driving up the costs of key components such as memory chips and network equipment. This shift benefits the "shovel sellers" of the AI boom, rather than those bearing the costs. He stated, "The companies with the biggest gains are the exact opposite of the Big Seven; they produce products that are in high demand and short supply." Cramer pointed out that memory chip manufacturers Micron Technology and Sandisk, along with Intel, Marvell Technology, and AMD, were among the biggest winners in the second quarter. He said that the supply-demand imbalance drove strong earnings growth for these companies, leading to continued upgrades in analyst ratings and target prices. Cramer specifically listed Intel as his new top pick, stating that CEO Li-Wu Chen is revitalizing the chipmaker, and Intel is poised to benefit from increased demand for CPUs, advanced chip packaging, and domestic semiconductor manufacturing in the United States.