Exclusive: Intel, AMD notify customers in China of lengthy waits for CPUs

Core Insights - Intel and AMD have informed Chinese customers about supply shortages for server CPUs, indicating a significant impact on the market [1] - Intel has specifically warned of delivery lead times extending up to six months, highlighting the severity of the supply chain issues [1] Company Impact - Both Intel and AMD are facing challenges in meeting demand for server CPUs, which could affect their market positions and revenue [1] - The extended lead times from Intel may lead to potential delays in product launches and customer projects for Chinese clients [1] Industry Implications - The supply shortages in server CPUs may signal broader supply chain issues within the semiconductor industry, affecting various sectors reliant on these components [1] - The situation could lead to increased prices for server CPUs as demand outstrips supply, impacting overall market dynamics [1]