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Hassam Nasir is a die-hard hardware enthusiast with years of experience as a tech editor and writer, focusing on detailed CPU comparisons and general hardware news. When he\u2019s not working, you\u2019ll find him bending tubes for his ever-evolving custom water-loop gaming rig or benchmarking the latest CPUs and GPUs just for fun. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-17/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Hassam Nasir Social Links Navigation Contributing Writer Hassam Nasir is a die-hard hardware enthusiast with years of experience as a tech editor and writer, focusing on detailed CPU comparisons and general hardware news. When he’s not working, you’ll find him bending tubes for his ever-evolving custom water-loop gaming rig or benchmarking the latest CPUs and GPUs just for fun.
thestryker From AMD's perspective delaying would make sense as they rely more on DIY/enthusiast than Intel. Their CCDs are also shared between enterprise and client so a delay could just bolster the higher profit segment. On Intel's side it makes a lot less sense unless there's a real reason for the delay. NVL is using some form of dual source between TSMC N2 and Intel 18A and their Compute Tile design is client only. That would mean a delay would simply be sitting on silicon and it's not like Q4 2026 to Q1 2027 is going to have any meaningful market shift to make them more desirable. Reply
Hotrod2go High DDR5 prices is definitely influencing this among other factors & its also encouraging DIYers to build DDR4 based rigs now or rejuvenate an older rig. Has anyone seen the prices now of new DDR4 kits? they have literally doubled over the last couple months already. Even 2nd hand ones on ebay show this trend as well. Reply
ezst036 One rationale for Intel that comes to my mind is if they really are going to push some time out on new arch, they can also tip some weight into manufacturing and process during that time. Is Nova Lake more important than Intel/18A? Probably not. Sure Intel could gain a lot of value from an arch win but 18A is do or die. And the better process nodes will benefit the new arch(probably the one after it more likely) anyways as well so win win. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/premium
- https://www.tomshardware.com/pc-components/cpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/cpus/amd-zen-6-and-intel-nova-lake-cpus-reportedly-arriving-late-delayed-to-ces-2027-next-gen-chips-rocked-by-industry-turmoil#main
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Informational only. No financial advice. Do your own research.