BEIJING, Feb 6 (Reuters) - Intel (INTC) and AMD (AMD) have notified Chinese customers of supply shortages for server central processing units (CPUs), with Intel warning of delivery lead times of up to six months, people with knowledge of the delays said. The supply ​constraints have driven up prices for Intel's server products in China by more than 10% generally, although pricing varies by ‌customer contract, according to one of the people. Booming investment in artificial intelligence infrastructure has ...

Core Insights - Intel's market share in the processor segment has dropped to its lowest level since 2002, leading to a 4% decline in its stock price [1] - Arm's global shipment share increased from 10.8% to 13.6%, while AMD's share decreased from 22.1% to 21.1% [1] - The semiconductor industry has seen a rebound due to the US-China tariff truce and the growth of AI collaborations [1] Group 1: Market Dynamics - Intel's market share fell from 67.1% to 65.3%, indicating a gradual shift in the competitive landscape [1] - AMD's stock rose by approximately 6% following a $6 billion stock buyback plan despite a decline in market share [1] - The stock prices of AMD and Arm have increased by 19% and 13% respectively in May, while Intel's stock has seen a slight increase of 12% year-to-date [1] Group 2: Product Developments - AMD is developing an Arm-based SoC, codenamed "Sound Wave," for Microsoft's Surface laptops, moving away from traditional x86 designs [3] - Microsoft is advancing towards the Windows on Arm (WoA) platform, influenced by its collaboration with Qualcomm [3] - The potential introduction of Arm-based SoCs could enhance AMD's efficiency compared to existing x86 designs [4] Group 3: Arm's Ambitions - Arm aims to increase its share in the global data center CPU market from 15% to 50% by the end of 2025, focusing on AI servers [8] - Major cloud service providers like Google and Microsoft are beginning to adopt Arm's technology for their data center processors [9] - Arm is also developing its own CPUs for large cloud providers like Meta, which could significantly impact the server CPU market [10]