2026년 2월 6일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Intel Corporation (INTC, Financials) and Advanced Micro Devices Inc. (AMD, Financials) have informed Chinese clients of worsening server processor shortages as global demand for chips used in artificial intelligence systems continues to surge.
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Intel warned customers that deliveries of its fourth and fifth-generation Xeon CPUs could take as long as six months, Reuters reported. The shortages have pushed prices for Intel's server chips in China up by more than 10%, though rates vary depending on contract terms.
AMD also notified clients of delays, with delivery timelines extending eight to ten weeks for some models. Both companies have faced tight supply conditions amid soaring AI-related data center demand and constrained production capacity.
Intel, which gets more than 20% of its sales from China, said it thinks inventory levels will hit bottom in the first quarter and that supply will start to get better in the second quarter of 2026.
The long lasting limitations might make it harder for Chinese AI developers and cloud service providers to get hardware, which is already hard for them to get because of U.S. export bans on sophisticated semiconductors.
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