CPU delivery delays for servers in China

Chinese clients of Intel and AMD are facing extended delivery times for server processors, as supply constraints tighten amid strong global demand, according to sources familiar with the situation cited by Reuters. Intel has warned some clients in China that lead times for certain server processors could stretch up to six months, while AMD has also informed customers of supply limitations, with lead times of eight to ten weeks for some products. The delays come as AI infrastructure investment continues to fuel robust demand, not only for AI accelerators but also for traditional computing components like CPUs and memory. These supply restrictions have reportedly caused an average price increase of over 10% for Intel's server processors in China