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Intel and AMD Face Severe CPU Supply Shortages in China Market

Intel and AMD Face Severe CPU Supply Shortages in China Market

Published:
2026-02-06 11:11:02
21
3
BTCCSquare news:

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.

|Square

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