Intel and AMD Face Severe CPU Supply Shortages in China Market
Intel and AMD have alerted Chinese customers to server CPU shortages that may persist for months, with Intel's delivery times stretching to six months and AMD's lead times reaching 8-10 weeks. The supply crunch has driven Intel's server CPU prices in China up by more than 10%, reflecting intense demand and manufacturing constraints.
China represents a critical market for Intel, contributing over 20% of its total revenue. The fourth and fifth-generation Xeon processors are particularly affected. The shortages stem from surging AI infrastructure demand, Intel's production challenges, and TSMC's prioritization of AI chips over CPUs.