财联社·2026-02-06 07:59Core Viewpoint - The article highlights a significant shortage in CPU supply, particularly affecting the server market, driven by the rapid growth of artificial intelligence and traditional computing demands. Intel and AMD have both warned of supply constraints, leading to increased prices and extended delivery times for their products [2][3][5]. Group 1: CPU Supply Shortage - Intel has indicated that CPU supply is tight, with inventory expected to reach its lowest levels in the first quarter, but improvements are anticipated from the second quarter through 2026 [2]. - The shortage has led to a price increase of over 10% for Intel's server products in China, with delivery times potentially extending up to six months [3][5]. - AMD has also communicated supply limitations to its customers, with some products experiencing delivery delays of 8 to 10 weeks [7]. Group 2: Market Dynamics - In 2024, global server shipments are projected to be around 16 million units, with China accounting for over 25% of this total [3]. - Intel's market share has decreased from over 90% in 2019 to approximately 60% by 2025, while AMD's share has increased from about 5% to over 20% [7]. - Major clients for both companies in China include large server manufacturers and cloud service providers such as Alibaba and Tencent [8]. Group 3: Causes of Shortage - The CPU shortage is attributed to multiple factors, including Intel's manufacturing yield challenges and AMD's reliance on TSMC, which is prioritizing AI chip production [9]. - The shortage of storage chips, a critical component for servers, has exacerbated the CPU supply issues, as customers accelerated CPU purchases to lock in lower memory prices [9]. - The surge in demand for advanced AI systems, which require significantly more CPU processing power than traditional workloads, has further intensified the supply constraints [9].