---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000812434.md"
description: "$Intel(INTC.US) and $AMD(AMD.US) to sign CPU LTAs with Chinese customers for AI DCs (Reuters). - Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some productsCPUs were already a bottleneck, following CPU ratios due to AI inference... But the broader trend of LTAs seems to be appearing from: - Memory, with $Micron Tech(MU.US), Samsung, $Sandisk(SNDK.US), and SK Hynix signing DRAM/NAND LTAs.- Photonics, with $Lumentum(LITE.US), $Coherent Corp.(COHR.US) signing EML LTAs. And recent Trendforce reports that $AMD(AMD.US) and hyperscalers are now pursuing CW LTAs. And I'm sure there's many more from MLCCs to all the way to substrates. +1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years."
datetime: "2026-07-23T04:52:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000812434.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000812434.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000812434.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# $Intel(INTC.US) and $AMD(AMD.US) to sign CPU LTAs …


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**