Chinese clients face long waits for US processors

Chinese clients of Intel and AMD must brace for extended delivery times for server processors. The situation is linked to rising global demand and intensifying supply constraints, reports Reuters. Intel has warned its Chinese customers that lead times for some server CPUs could stretch up to six months, while AMD has also notified clients of constraints, with some products now facing eight- to ten-week deliveries. The delays stem from AI infrastructure investments fueling strong demand not only for AI accelerators but also for traditional components like CPUs and memory. Supply constraints have reportedly driven up prices for Intel server processors in China by an average of 10%. Both companies cite robust AI-driven demand, with Intel expecting inventory to hit its lowest point in Q1 and an improvement by Q2 2026, while AMD highlights its increased supply capacity and partnerships to meet global needs