Intel, AMD Warn China Customers Of Months-Long CPU Delays
- - Intel, AMD Warn China Customers Of Months-Long CPU Delays
Anusuya LahiriFebruary 8, 2026 at 10:31 AM
0
Intel Corp. (NASDAQ:INTC) and Advanced Micro Devices Inc. (NASDAQ:AMD) are facing tightening server CPU supplies in China as booming AI infrastructure demand strains the global chip pipeline.
The companies have warned Chinese customers about tightening supplies of server CPUs.
Intel cautioned that delivery lead times could stretch up to six months.
The shortages have pushed prices for Intel's server products in China up more than 10% in many cases, Reuters reported on Friday, citing sources familiar with the matter.
Don't Miss:
Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share
Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited Investors Can Still Get In at $0.50/Share.
AI Boom Drives Crunch In Traditional Chips
Booming investment in AI infrastructure has fueled intense demand not only for AI chips but also for traditional computing components, with memory prices surging and the CPU crisis aggravating in recent weeks.
In China, which contributes more than 20% of Intel's revenue, fourth- and fifth-generation Xeon processors have become especially scarce, prompting Intel to ration shipments and leaving a backlog of unfilled orders.
AMD has also alerted customers to supply constraints, with some delivery lead times extending to eight to ten weeks, sources said.
Intel expects supply conditions to improve starting in the second quarter of 2026.
AMD said it has expanded supply capabilities through deals with Taiwan Semiconductor Manufacturing Co (NYSE:TSM).
Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors.
Analyst Sees AI Server Demand Supporting Both Chipmakers
Recently, KeyBanc analyst John Vinh raised his outlook on AMD and Intel, citing strong AI-driven server demand as a key tailwind.
The analyst noted that December cloud data showed a slight pullback in traditional server instances as providers retired older systems, but overall compute demand still grew year-over-year.
Vinh said near-term cloud momentum favored Intel, highlighting a surge in Granite Rapids deployments on Amazon.com Inc. (NASDAQ:AMZN) Amazon Web Services, while other new Intel server chips also posted steady gains.
He viewed the tracker's implications as positive for Intel and more neutral for AMD, with AMD holding flat month over month but still showing solid growth from Turin and Genoa rollouts across major cloud providers.
AMD stock gained 74% in the last 12 months. Intel gained 148% during the period.
Read Next:
Wall Street's $12B Real Estate Manager Is Opening Its Doors to Individual Investors — Without the Crowdfunding Middlemen
Americans With a Financial Plan Can 4X Their Wealth — Get Your Personalized Plan from a CFP Pro
Photo by Tada Images via Shutterstock
"ACTIVE INVESTORS' SECRET WEAPON" Supercharge Your Stock Market Game with the #1 "news & everything else" trading tool: Benzinga Pro - Click here to start Your 14-Day Trial Now!
Get the latest stock analysis from Benzinga:
APPLE (AAPL): Free Stock Analysis Report
TESLA (TSLA): Free Stock Analysis Report
This article Intel, AMD Warn China Customers Of Months-Long CPU Delays originally appeared on Benzinga.com
© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
Source: “AOL Money”
