Intel and AMD warn of lengthy CPU delivery delays in China

Intel and AMD have warned customers in China of extended delivery lead times for server CPUs, with waits reportedly stretching up to six months. The shortages are already driving price increases for some server processors, depending on contract terms.

Key takeaways

• Intel and AMD are facing supply constraints for server CPUs in China.
• Lead times of up to six months have been reported.
• Prices for some server processors have increased by more than 10 percent.
• Delivery timelines vary based on customer contracts and allocation.

For IPT members, this development highlights ongoing supply risk in critical components, with potential knock on effects for pricing, allocation, and sourcing strategies beyond China. Traders and distributors should monitor contract exposure closely and assess alternative procurement routes where possible.

Read the full article on Inside Telecom (Reuters)

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