qixing: Intel and AMD Inform Chinese Customers of Long CPU Supply Waits
Intel and AMD Inform Chinese Customers of Long CPU Supply Waits
6 Feb 2026 at 07:02am
Intel (INTC) and AMD (AMD) have reportedly informed Chinese customers of supply shortages of their server central processing units (CPUs), with Intel warning of delivery times of up to six months.
Reuters points out that while prices vary depending on customer contract terms, the supply constraints have already led to a general price increase of over 10% for Intel server products in China.
Sources say these recent notices to Chinese customers (within weeks) indicate that the CPU shortage has worsened. This could pose even greater challenges for artificial intelligence companies and many other manufacturers.
The report adds that the Chinese market accounts for more than 20% of Intel's total revenue, and the supply of its fourth- and fifth-generation Xeon CPUs is particularly tight, with Intel implementing rationing.
Meanwhile, AMD has also reportedly informed customers of supply constraints, with delivery times for some AMD products extending to 8 to 10 weeks.
Intel mentioned CPU supply constraints during its January earnings call. In a statement to Reuters, the company said the rapid adoption of artificial intelligence has driven strong demand for "traditional computing."
The statement said, "We expect inventory levels to be at their lowest in the first quarter, but we are actively working to address this and anticipate improved supply conditions starting in the second quarter of 2026."
looking for DS2432P and SNJ54LS595FH , Oemsemi independent distributor have more than 650,000 parts you can choose.
Reuters points out that while prices vary depending on customer contract terms, the supply constraints have already led to a general price increase of over 10% for Intel server products in China.
Sources say these recent notices to Chinese customers (within weeks) indicate that the CPU shortage has worsened. This could pose even greater challenges for artificial intelligence companies and many other manufacturers.
The report adds that the Chinese market accounts for more than 20% of Intel's total revenue, and the supply of its fourth- and fifth-generation Xeon CPUs is particularly tight, with Intel implementing rationing.
Meanwhile, AMD has also reportedly informed customers of supply constraints, with delivery times for some AMD products extending to 8 to 10 weeks.
Intel mentioned CPU supply constraints during its January earnings call. In a statement to Reuters, the company said the rapid adoption of artificial intelligence has driven strong demand for "traditional computing."
The statement said, "We expect inventory levels to be at their lowest in the first quarter, but we are actively working to address this and anticipate improved supply conditions starting in the second quarter of 2026."
looking for DS2432P and SNJ54LS595FH , Oemsemi independent distributor have more than 650,000 parts you can choose.
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