Intel and AMD Warn Chinese Customers of CPU Supply Shortages

Intel Corporation and Advanced Micro Devices (AMD) have alerted Chinese clients to potential CPU shortages, with delays stretching up to six months. The supply constraints have already triggered a 10% price surge in server products across China, according to sources familiar with the matter. Pricing remains variable, dependent on customer agreements.

The AI boom has intensified demand not only for specialized chips but also for memory and processing units, driving prices upward. Recent notifications to Chinese buyers indicate worsening shortages, posing significant hurdles for AI firms and hardware manufacturers reliant on timely deliveries.

Intel’s fourth- and fifth-generation Xeon CPUs are particularly affected, with the company rationing shipments to China—a market contributing over 20% of its global revenue. AMD has similarly warned clients of strained supplies, though specific impacted product lines remain unspecified.