Intel and AMD warn Chinese customers of months-long CPU delays due to AI demand

finance.yahoo.com

Intel and AMD are warning Chinese customers of significant server CPU delays, potentially lasting up to six months, due to surging AI demand. This shortage is straining global chip supplies, leading to price increases for Intel's server products in China and extended delivery times for AMD. The situation highlights the broad impact of the AI boom on traditional computing components, with Intel expecting improvements in the second quarter of 2026.


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Intel and AMD warn Chinese customers of months-long CPU delays due to AI demand | News Minimalist