BEIJING (Feb 6): Intel and AMD have notified Chinese customers of supply shortages for server central processing units (CPUs), with Intel warning of delivery lead times of up to six months, people with knowledge of the delays said. These latest notices to Chinese customers, which the sources said were made in recent weeks, indicate that CPU shortages have also intensified. Dominant market share for CPUsThe two companies together dominate the global server CPU market. AMD outsources production to Taiwan's TSMC, the world's top contract foundry, which has prioritised AI chip manufacturing and left limited capacity for CPUs. When memory prices began rising late last year in China, customers accelerated purchases of CPUs to lock in lower prices for memory, said the third source, a distributor who sells both server CPUs and memory products.

Source: The Edge Markets February 06, 2026 07:21 UTC